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The weight of a pound
Last Updated: September 30, 2025
A ghoulish Brexit is weighing on sterling and Donald Trump trade war with China is weighing on the Federal Reserve. Chief investment officer Julian Chillingworth looks at the effects of both.
Spend it with care
Last Updated: September 30, 2025
Fast isn’t always good. The rise of ‘fast fashion’ may have brought short-term happiness to some, but its long-term impacts are potentially devastating.
The six principles
Last Updated: September 30, 2025
Then-UN secretary general Kofi Annan convened a group of the world’s largest institutional investors in early 2005, inviting them to start a process to develop the Principles of Responsible Investment. This panel drafted The Six Principles, which were launched in April 2006 at the New York Stock Exchange.
Review of the week: Big trouble in the desert
Last Updated: September 30, 2025
A small-time war at the southern tip of the Middle East has spilled over into one of the world’s most important oil producers. Our chief investment officer Julian Chillingworth explains how it flared up and where the flames might be headed.
Review of the week: Breaking point
Last Updated: September 30, 2025
The Supreme Court is set to rule on Boris Johnson’s parliamentary chicanery, but what difference does it make anyhow? Chief investment officer Julian Chillingworth despairs at a seemingly interminable impasse.
Signs of weaker growth are less worrying than they first appear
Last Updated: September 30, 2025
A broader swathe of economic indicators — of the recent past, present and future — have fallen to indisputably weaker levels than at any time since the 2008 global financial crisis. That means we have more reasons than at any time over the past decade to be worried about the outlook for the US and global economies over the next 12 months.
Staying safe in a crowded harbour
Last Updated: September 30, 2025
Bond markets should be an investor’s safe haven, but in today’s world things aren’t as simple as they used to be. Rathbone High Quality Bond Fund manager Noelle Cazalis explains how she tries to play it safe.
Review of the week: Is this the bottom?
Last Updated: September 30, 2025
Political scandals have erupted on both sides of the Atlantic, yet politics are in such a state that it might not matter. Chief investment officer Julian Chillingworth takes a look.
Review of the week: Another week, another low
Last Updated: September 30, 2025
American economic measures took a dive early last week, taking equity markets with them. Chief investment officer Julian Chillingworth reckons upcoming quarterly earnings releases will set the tone for the winter.
Review of the week: Breakthrough (maybe)
Last Updated: September 30, 2025
Politics brought a bit of joy to investors last week, with headway made in both the trade war and Brexit. A few more happy surprises could break the gloom, notes our chief investment officer, Julian Chillingworth. Bond investors should be warned.
Review of the week: The fog of Brexit
Last Updated: September 30, 2025
On the anniversary of Nelson’s great victory in the Battle of Trafalgar, Chief investment officer Julian Chillingworth ponders Boris Johnson’s battle to leave the EU on 31 October after parliament’s latest blockade.
Review of the week: Trick or treat
Last Updated: September 30, 2025
As Halloween approaches, the threat of a ‘no-deal’ Brexit has retreated. Our chief investment officer, Julian Chillingworth, outlines a new plan for keeping tabs of the Brexit electoral games.