by John Leiper | May 5, 2021 | General News, Market Updates
Tide May be about to turn John Leiper – Chief Investment Officer – 4th May 2021 4th May 2021Read Full Article P.23 The following is an abbreviated version of John Leiper’s article ‘Tide may be about to turn’ for Investment Week magazine. Follow the link...
by John Leiper | Mar 12, 2021 | Managing Risk, Market Updates
the great rotation John Leiper – Chief Investment Officer -12th March 2021 In Nothing Is More Powerful Than An Idea Whose Time Has Come, published in November, we introduced the idea of a Great Rotation across US equity markets. As shown in the chart below, this...
by John Leiper | Feb 17, 2021 | Managing Risk, Market Updates
The Unemployment Problem John Leiper – Chief Investment Officer – 17th February 2021 The Fed’s dual mandate is price stability and maximum employment, but Jerome Powell has been unequivocal that it’s all about the latter. The firing shot went out in...
by John Leiper | Jan 11, 2021 | Managing Risk, Market Updates
Reflections John Leiper – Chief Investment Officer – 11th January 2021 This is the first blog since the holiday break. Whilst travel restrictions meant it wasn’t the holiday that had been planned, we adapted, and enjoyed the opportunity to spend some time...
by John Leiper | Dec 11, 2020 | Managing Risk, Market Updates
Rise of the Underdog John Leiper – Chief Investment Officer – 11th December 2020 In its latest economic outlook, the OECD increased its expectations for global GDP. For 2020, the improvement is minimal, reflecting an upward revision, in real GDP, from...
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