US stock markets reached new high last week, and other less conventional signs of optimism also appeared. In our latest Review of the Week, chief investment officer Julian Chillingworth considers what it all means for the longer term.

Stocks soared to new highs in June, but more pessimistic bond markets tolled a more ominous note amid weaker growth, falling earnings, trade tussles and other troubles. Chief investment officer Julian Chillingworth considers the mixed messages coming from stocks and bonds. 

After getting all fired up for interest rate cuts, decent American economic data spoiled the mood last week. Our chief investment officer, Julian Chillingworth, notes the growing disconnect between investors’ expectations and economic reality.

US stocks posted their strongest first-six-month performance in decades this year. This boom is a bit incongruous considering many of the risks that have dogged investors in 2019 notes our chief investment officer, Julian Chillingworth.

Last week chief investment officer Julian Chillingworth set the scene for what proved to be a week of happy mood music from major central banks. This week all ears will be tuned to the G20 summit of world leaders in the hope of hearing more of the same on the trade front.

The world seemed to unravel further last month, with British voters electing members to the EU Parliament whose goal is to leave it, and Donald Trump continuing to wield his trade cudgel. Our chief investment officer Julian Chillingworth considers the implications.

These days, when markets get a bit rocky investors shuffle their feet and hint to central bankers that firing up the money presses would be a great idea. Our chief investment officer Julian Chillingworth sets the scene for a potentially blockbuster week of monetary policy.

The week starts with a temporary reprieve in the Mexican stand-off, but will it last? Chief investment officer Julian Chillingworth looks at the prevailing winds in US trade rhetoric, the hot air here at home and the anti-trust threat heating up for America’s tech giants.

Unlike with South American asylum seekers, tanks and razor wire won’t keep climate change from encroaching on your borders. Chief investment officer Julian Chillingworth looks at the latest US tariff threats.

After years of arguments and hollering over Brexit, most Brits didn't even bother voting in the EU elections. Julian Chillingworth lays out how Nigel Farage's big win could affect mainstream party policies.