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... 
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...
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