All That Glitters… John Leiper – Chief Investment Officer – 31st July 2020 In last week’s blog, This Time It’s Different (24 July 2020), I suggested the US dollar was on the cusp of crashing through its decade-long uptrend. This week the US dollar...
This Time It’s Different John Leiper – Chief Investment Officer – 24th July 2020 There are growing signs that the US dollar may finally roll over. The chart below shows the US dollar index, in white, and two associated lines in blue and purple, known as...
Commodities Move Higher John Leiper – Chief Investment Officer – 10th July 2020 The 10 year US Treasury yield has remained remarkably steady over the last few months, particularly as inflation expectations have gradually risen. This divergence may indicate...
The Bigger They Are, The Harder They Fall John Leiper – Head of Portfolio Management – 3rd July 2020 Those stocks that outperformed during the corona crisis are the same ‘winners’ that outperformed before the crisis. These companies tend to exhibit the...
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...
This website is for information only. Click "I Accept" below to acknowledge acceptance of our Cookie policy.
If you do not wish to accept, please leave the site. The button will re-appear for confirmation that you agree, if at first you reject. Cookies will not load if you reject, which may affect the delivery of certain functions of the website.
This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
Recent Comments