Green Finance Summit 2021

Green Finance Summit 2021

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...
The Great Rotation

The Great Rotation

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...
The Unemployment Problem

The Unemployment Problem

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...
Q1 2021 Quarterly Perspectives

Q1 2021 Quarterly Perspectives

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...
Reflections

Reflections

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...