by John Leiper | Jul 19, 2022 | Managing Risk, Market Updates
ROTATIONS & DIVIDENDS John Leiper, Chief Investment Officer, Titan Asset ManagementJuly 2022 Back in November 2020 I wrote a blog, Nothing Is More Powerful Than An Idea Whose Time Has Come, in which I made the case for a Great Rotation across equity markets where...
by John Leiper | Mar 18, 2022 | Economy, Market Updates, Uncategorized
Importance of Foreign Exchange Written by Alex Livingstone – Head of Trading & FX, Titan Asset Management I want to begin this blog by firstly taking time to explain why foreign exchange is an important part of portfolio composition and why as...
by John Leiper | Mar 3, 2022 | Economy, General Stories, Market Updates, Uncategorized
COP26 Revisited Written by James Peel – ESG Portfolio Manager – Titan Asset Management COP stands for ‘Conference of the Parties’ and is the decision-making body of the United Nations Framework Convention on Climate Change (UNFCCC). The purpose of COPs is...
by John Leiper | Feb 23, 2022 | Economy, General Stories, Uncategorized
Bubbles and Dividends Written by Steve McGregor As I wrote in late January, it has been a volatile start to 2022. For the last couple of years, markets have enjoyed central banks pumping lots of money into the system and Governments adopting a friendly taxation...
by John Leiper | Feb 14, 2022 | Market Updates, Uncategorized
January CIO Commentary: Bumpy Start Written by John Leiper It’s been a volatile start to 2022. For the last two-ish years, markets have enjoyed a buy-the-dip mentality as pro-growth fiscal and ultra-accommodative monetary policies have kept the show on the road....
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