The Call-Up

The Call-Up

The Call-Up John Leiper – Chief Investment Officer – 29th September 2020 Last week the FTSE Russell decided to include Chinese government bonds in its flagship World Government Bond Index (WGBI). The decision follows similar moves, from JP Morgan and...
Innovation Award Winner

Innovation Award Winner

Innovation Award Winner ESG Protection Portfolio – 2020 Moneyfacts Investment Life & Pension Awards We are delighted to announce that our ACUMEN ESG Protection Portfolio has won the Innovation Award at the Moneyfacts Investment Life & Pension Awards...
Let’s Get Cyclical, Cyclical

Let’s Get Cyclical, Cyclical

Let’s Get Cyclical, Cyclical John Leiper – Chief Investment Officer – 18th September 2020 14th September 2020Read Full Article P.17 The following is an abbreviated version of my recent article ‘A Deep Dive Into… UK Equities’ for Investment Week magazine....
Technical Perspectives

Technical Perspectives

Technical Perspectives John Leiper – Chief Investment Officer – 14th September 2020 In last week’s blog we discussed the ‘Nasdaq whale’, Softbank, and the role it played, alongside an army of retail investors, driving tech prices ever higher prior to the...
The NASDAQ Whale

The NASDAQ Whale

The Nasdaq Whale John Leiper – Chief Investment Officer – 7th September 2020 The ACUMEN Portfolios continue to perform well. As you can see from the table below, performance for the rolling quarter (to the end of August) remains strong relative to the...