Rise of the Underdog

Rise of the Underdog

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...
Let the Good Times Roll

Let the Good Times Roll

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...
Anatomy of an Election (So far…)

Anatomy of an Election (So far…)

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...
Since the Market Low

Since the Market Low

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...