The Chinese Tech Structural Growth Story

The Chinese Tech Structural Growth Story

The Chinese Tech Structural Growth Story John Leiper – Head of Portfolio Management – 19th June 2020 China’s economy has transitioned, from an industrial export-led model, towards services. This is evident from the chart below which shows the service...
The Commodity Carve-Out

The Commodity Carve-Out

The Commodity Carve-out John Leiper – Head of Portfolio Management – 12th June 2020 Commodities are nothing if not cyclical. They rise and fall in value with remarkable consistency over time. This is represented in the chart below which shows the...
The Return of Inflation

The Return of Inflation

The Return of Inflation John Leiper – Head of Portfolio Management – 5th June 2020 Quantitative easing, or QE, is where a central bank creates money to buy bonds. The goal is to keep interest rates low and to stimulate the economy during periods of...