Market update – Summer 2017
Christopher Peel - Chief Investment Officer
73% of S&P 500 companies reported numbers in excess of analyst’s expectations.


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Q1 2021 Quarterly Perspectives
Welcome to the Q1-2021 ‘Quarterly Perspectives’ publication.
Reflections
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 together as a family and reflect on the last few months.
Rise of the Underdog
In its latest economic outlook, the OECD increased its expectations for global GDP.
Let the Good Times Roll
Markets are ebullient, and they have every reason to be.
Is the Bond Market Smarter than the Stock Market?
Following on from last week’s blog, the dramatic rotation from growth to value remains in place for now. Early signs of quick snapback into the prior channel have not yet materialised and instead the ratio has consolidated and even shown signs of moving.
Nothing Is More Powerful Than an Idea Whose Time Has Come
On Monday afternoon, global stock markets soared on the news BioNTech and Pfizer had created a coronavirus vaccine which proved 90% effective based on initial trial results.
Anatomy of an Election (So far…)
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 investors positioned accordingly.
Since the Market Low
The ACUMEN Portfolios continued their strong run throughout October, largely outperforming the market composite benchmark and IA sectors (used for peer group comparison purposes) which lost ground across the board.
Canary in the Vol-Mine
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 rising ‘Blue Wave’ narrative benefiting those companies that stand to benefit from Democratic party policy.
Q4 2020 Quarterly Perspectives
Welcome to the Q4-2020 ‘Quarterly Perspectives’ publication.
Further For Longer
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 and provide too much stimulus rather than too little.
Smart Beta Unwrapped
Our Chief Investment Officer, John Leiper, was recently invited to provide his valuable insights as part of ETF Stream’s video conference livestream: “Beyond Beta Europe Digital: Smart beta unwrapped”.