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...
A Speech For The History Books

A Speech For The History Books

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

Room to Run

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...