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...
by John Leiper | Dec 2, 2020 | Managing Risk, Market Updates
Let the Good Times Roll John Leiper – Chief Investment Officer – 2nd December 2020 Markets are ebullient, and they have every reason to be. It’s been three weeks since the break-through news that Pfizer/BioNTech had developed a vaccine with 94% efficacy in...
by John Leiper | Nov 25, 2020 | Managing Risk, Market Updates
Is the bond market smarter than the stock market? John Leiper – Chief Investment Officer – 25th November 2020 Following on from last week’s blog, the dramatic rotation from growth to value remains in place for now. Early signs of a quick snapback into the...
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