From Liquidity To Solvency

From Liquidity To Solvency

From Liquidity To Solvency John Leiper – Head of Portfolio Management – 1st May 2020 In the early stages of the Corona Crisis of 2020, the global economy faced a liquidity crisis. In a liquidity crisis, companies cannot access the cash, or credit, needed...
Super Contango

Super Contango

Super Contango John Leiper – Head of Portfolio Management – 24th April 2020 In an unprecedented day in the history of oil trading the price of the front month contract for West Texas Intermediate (WTI) oil fell below zero to -$37.63.   On mobile: review...
One Currency To Rule Them All

One Currency To Rule Them All

One Currency To Rule Them All… (and in a crisis bind them) John Leiper - Head of Portfolio Management - 20th April 2020 As the world’s reserve currency, the US dollar is the go-to currency. It is used to price assets, complete transactions and as a store of value. It...
The beginning of the end?

The beginning of the end?

The Beginning Of The End? John Leiper - Head of Portfolio Management - 3rd April 2020 The coronavirus has brought economic activity to a virtual stand-still and transformed a strong global economy, with lots of debt, to a weak economy… with lots of debt. As a result,...
Market Notes 23rd March 2020

Market Notes 23rd March 2020

Market Notes Christopher Peel, CIO of Tavistock Wealth - 23rd March 2020 In the past three weeks, global equity markets have fallen almost as much as in the Financial Crisis of 2007-08. This is extraordinary given that this is not a financial/banking crisis, but a...