Q4-2020 Quarterly perspectives

Q4-2020 Quarterly perspectives

Q4-2020 Quarterly perspectives Tavistock Wealth - Investment Outlook John Leiper, Andrew Pottie, Sekar Indran, Alex Livingstone, Jonah Levy and James Peel Welcome to the Q4-2020 ‘Quarterly Perspectives’ publication Q3 Review Risk assets made further gains in Q3,...
Further For Longer

Further For Longer

Further For Longer John Leiper – Chief Investment Officer – 12th October 2020 On Tuesday Fed Chairman, Jerome Powell, made a speech at the National Association for Business Economics, during which he implied the government should err on the side of caution...
Life Imitating Art

Life Imitating Art

Life Imitating Art John Leiper – Chief Investment Officer – 6th October 2020 Saturday Night Live has a reputation for expertly parodying presidential election debates. My all-time favourite is Al Gore (Darrell Hammond) versus George Bush (Will Ferrell) and...
Let’s Get Cyclical, Cyclical

Let’s Get Cyclical, Cyclical

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....
The Call-Up

The Call-Up

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...