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...
Technical Perspectives

Technical Perspectives

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...
The NASDAQ Whale

The NASDAQ Whale

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...