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 Tavistock Asset Management | Jun 23, 2022 | Managing Risk
WHAT WE LEARN FROM HISTORY …is that people don’t learn from history – Warren buffet Ben RavenJune 2022 Market crashes and economic downturns are a part of life. Market calamity can occur seemingly out of nowhere and whether it be a dotcom bubble, a financial crisis,...
by John Leiper | Dec 11, 2020 | Managing Risk, Market Updates
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...
by John Leiper | Dec 2, 2020 | Managing Risk, Market Updates
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...
by John Leiper | Nov 9, 2020 | Managing Risk, Market Updates
Anatomy of an Election (So far…) John Leiper – Chief Investment Officer – 9th November 2020 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...
by John Leiper | Nov 2, 2020 | Managing Risk, Market Updates
Since the Market Low John Leiper – Chief Investment Officer – 2nd November 2020 The ACUMEN Portfolios continued their strong run throughout October, largely outperforming the market composite benchmark and IA sectors (used for peer group comparison...
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