by John Leiper | Nov 16, 2020 | Managing Risk, Market Updates
Nothing Is More Powerful Than an Idea Whose Time Has Come John Leiper – Chief Investment Officer – 16th November 2020 On Monday afternoon, global stock markets soared on the news BioNTech and Pfizer had created a coronavirus vaccine which proved 90%... 
by John Leiper | Nov 9, 2020 | Managing Risk, Market Updates
Anatomy of an Election (So far…) John Leiper – Chief Investment Officer – 9th November 2020 The narrative, heading into the US election, was a ‘Blue Wave’ victory for the Democrats. Polls and betting odds favoured a Biden win and a Senate majority and... 
by John Leiper | Nov 2, 2020 | Managing Risk, Market Updates
Since the Market Low John Leiper – Chief Investment Officer – 2nd November 2020 The ACUMEN Portfolios continued their strong run throughout October, largely outperforming the market composite benchmark and IA sectors (used for peer group comparison... 
by John Leiper | Oct 26, 2020 | Managing Risk, Market Updates
Canary in the vol-mine John Leiper – Chief Investment Officer – 26th October 2020 With the US election just 8 days away, financial markets are following the polls and pricing in a Biden win. The prospect for a Democratic clean sweep has contributed to the... 
by John Leiper | Oct 12, 2020 | Managing Risk, Market Updates
Further For Longer John Leiper – Chief Investment Officer – 12th October 2020 On Tuesday Fed Chairman, Jerome Powell, made a speech at the National Association for Business Economics, during which he implied the government should err on the side of caution... 
by John Leiper | Oct 7, 2020 | Managing Risk, Market Updates
Smart beta unwrapped Tavistock Wealth – 2nd October 2020 Our Chief Investment Officer, John Leiper, was recently invited to provide his valuable insights as part of ETF Stream’s video conference livestream: “Beyond Beta Europe Digital – Smart...
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