by Tavistock Wealth | Apr 1, 2021 | General News, Market Updates
Innovation in the ESG Eco System Tavistock Wealth – 30th March 2021 James Peel (our ESG Portfolio Manager), John Leiper (our Chief Investment Officer), and Sefi Roth (an external economist and member of the Tavistock Wealth Investment Committee), who moderated... 
by Tavistock Wealth | Mar 24, 2021 | General News, Market Updates
GREEN FINANCE SUMMIT 2021 Tavistock Wealth – 13th March 2021 Our Portfolio Manager for ESG, James Peel, was recently invited to provide his valuable insights into “Innovating Towards a Greener Future” as part of the London School of Economics... 
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 Tavistock Wealth | Jan 19, 2021 | Market Updates
Q1-2021 Quarterly perspectives Tavistock Wealth - Investment Outlook John Leiper, Andrew Pottie, Sekar Indran, Alex Livingstone, Jonah Levy and James Peel Welcome to the Q1-2021 ‘Quarterly Perspectives’ publication Q4 Review Risk assets gained in Q4 following a series... 
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...
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