by John Leiper | Sep 30, 2020 | Latest News, Managing Risk
Let’s Get Cyclical, Cyclical John Leiper – Chief Investment Officer – 18th September 2020 14th September 2020Read Full Article P.17 The following is an abbreviated version of my recent article ‘A Deep Dive Into… UK Equities’ for Investment Week magazine....
by John Leiper | Sep 29, 2020 | Managing Risk, Latest News
The Call-Up John Leiper – Chief Investment Officer – 29th September 2020 Last week the FTSE Russell decided to include Chinese government bonds in its flagship World Government Bond Index (WGBI). The decision follows similar moves, from JP Morgan and...
by John Leiper | Sep 14, 2020 | Managing Risk, Market Updates
Technical Perspectives John Leiper – Chief Investment Officer – 14th September 2020 In last week’s blog we discussed the ‘Nasdaq whale’, Softbank, and the role it played, alongside an army of retail investors, driving tech prices ever higher prior to the...
by John Leiper | Sep 7, 2020 | Managing Risk, Latest News
The Nasdaq Whale John Leiper – Chief Investment Officer – 7th September 2020 The ACUMEN Portfolios continue to perform well. As you can see from the table below, performance for the rolling quarter (to the end of August) remains strong relative to the...
by John Leiper | Sep 1, 2020 | Latest News, Managing Risk
A SPEECHFOR THE HISTORY BOOKS John Leiper – Chief Investment Officer – 1st September 2020 In a speech for the history books, last week Fed chairman Jerome Powell announced a significant change to the way it conducts monetary policy by formally announcing...
Recent Comments