Since the Market Low

Since the Market Low

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...
Canary in the Vol-Mine

Canary in the Vol-Mine

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...
Further For Longer

Further For Longer

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...