by John Leiper | Jun 26, 2020 | Latest News
Pivot To ESG John Leiper – Head of Portfolio Management – 26th June 2020 The recovery in US equity prices, from the corona crisis, has been one of the most rapid in history. Whilst the fall broadly matched the one in 1987, in blue, the S&P 500 now sits...
by John Leiper | Jun 24, 2020 | Latest News
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...
by John Leiper | Jun 12, 2020 | Latest News
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...
by John Leiper | Jun 7, 2020 | Latest News
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...
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