Chris Dillow

Government borrowing is the counterpart to private savings – which means it could fall a lot in coming years.

The economy, and our portfolios, are resilient to many shocks – but not to all of them

The UK's biggest stocks have had a terrible year. Oddly, though, this reinforces the case for tracker funds.

Economic upturns in the UK and eurozone are running out of steam, next week's numbers could show.

Stock market mispricings don't disappear for good, but come and go. This offers hope for value investors

An economic upturn could raise inflation. For equity investors, this would be a good thing

The world economy is recovering but it is far from fully healed, next week's numbers will show

The Bank of England's latest round of quantitative easing is not very inflationary

Inequality might be a threat to all of us.

Even if Covid-19 is defeated, there are still big doubts about how well the economy can recover

Much of the evidence we get as investors is censored. Not being aware of this fact can cost us dearly.

Next week will bring us news of how much economic damage the second national lockdown is doing.