by John Leiper | Oct 31, 2017 | Market Updates
Q4 Investment view John Leiper - Senior Portfolio Manager QUESTION 1: What are our strongest Q4 convictions? We are underweight bonds and overweight equities going into the 4th quarter. Known as the reflation trade, it’s a theme that has played out successfully over...
by Christopher Peel | Oct 19, 2017 | Market Updates
UK Growth Christopher Peel - Chief Investment Officer Bull Points: Global output and trade volumes are increasing & New global trade agreements Bear Points: Brexit talks are slow & Conservative Party in turmoil The long-term growth prospects for the UK economy...
by John Leiper | Oct 12, 2017 | Managing Risk, Market Updates
Rational Exuberance - US Equities John Leiper - Senior Portfolio Manager Since its low on the 9th of March 2009, the S&P 500 has gained over 277%, the second longest and third largest gain on record. Understandably, many investors are concerned about the size and...
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