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 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...
A SPEECHFOR THE HISTORY BOOKS John Leiper – Chief Investment Officer – 1st September 2020 In a speech for the history books, last week Fed chairman Jerome Powell announced a significant change to the way it conducts monetary policy by formally announcing...
ROOM TO RUN John Leiper – Chief Investment Officer – 24th August Despite the fact the coronavirus has plunged many countries into recession, global equity markets are now back at all-time highs, as measured by the Bloomberg World Exchange Market...
Rising Phoenix John Leiper – Chief Investment Officer – 17th August In The Return Of Inflation (5th June 2020) we made the case for a transition from the existing deflationary narrative to one in which markets start to price-in inflation. Earlier in the...
A Currency For All Seasons John Leiper – Chief Investment Officer – 9th August Having identified, and benefited from, the 7% fall in the value of the US dollar index since late April, we have now turned tactically cautious. Since breaking through its 10...
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