ROOM TO RUN John Leiper – Chief Investment Officer – 24th August Despite the fact the coronavirus has plunged many countries into recession, global equity markets are now back at all-time highs, as measured by the Bloomberg World Exchange Market...
Rising Phoenix John Leiper – Chief Investment Officer – 17th August In The Return Of Inflation (5th June 2020) we made the case for a transition from the existing deflationary narrative to one in which markets start to price-in inflation. Earlier in the...
A Currency For All Seasons John Leiper – Chief Investment Officer – 9th August Having identified, and benefited from, the 7% fall in the value of the US dollar index since late April, we have now turned tactically cautious. Since breaking through its 10...
All That Glitters… John Leiper – Chief Investment Officer – 31st July 2020 In last week’s blog, This Time It’s Different (24 July 2020), I suggested the US dollar was on the cusp of crashing through its decade-long uptrend. This week the US dollar...
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