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...
Rise of the Underdog

Rise of the Underdog

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...
Let the Good Times Roll

Let the Good Times Roll

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...