The Chinese Tech Structural Growth Story John Leiper – Head of Portfolio Management – 19th June 2020 China’s economy has transitioned, from an industrial export-led model, towards services. This is evident from the chart below which shows the service...
The Commodity Carve-out John Leiper – Head of Portfolio Management – 12th June 2020 Commodities are nothing if not cyclical. They rise and fall in value with remarkable consistency over time. This is represented in the chart below which shows the...
The Return of Inflation John Leiper – Head of Portfolio Management – 5th June 2020 Quantitative easing, or QE, is where a central bank creates money to buy bonds. The goal is to keep interest rates low and to stimulate the economy during periods of...
The Powell Pivot 2.0 John Leiper – Head of Portfolio Management – 29th May 2020 In January 2019 Jerome Powell pivoted from a policy of interest rate increases and balance sheet cuts to interest rate cuts and, later that year, balance sheet expansion....
Don’t Fight The Fed John Leiper – Head of Portfolio Management – 26th May 2020 Over the last decade, the Fed has increasingly resorted to unconventional monetary policy, such as quantitative easing, or QE, to stimulate the economy. In short, QE is where...
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