by John Leiper | Dec 11, 2020 | Latest News, Managing Risk
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...
by John Leiper | Dec 2, 2020 | Latest News, Managing Risk
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...
by John Leiper | Nov 16, 2020 | Latest News, Managing Risk
Nothing Is More Powerful Than an Idea Whose Time Has Come John Leiper – Chief Investment Officer – 16th November 2020 On Monday afternoon, global stock markets soared on the news BioNTech and Pfizer had created a coronavirus vaccine which proved 90%...
by John Leiper | Nov 9, 2020 | Latest News, Managing Risk
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...
by John Leiper | Nov 2, 2020 | Managing Risk, Latest News
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...
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