John Leiper, CIO on CNBC 23rd February with Stephen Sedgwick and Karen Tso
Today, 23rd February, Titan Asset Management CIO, John Leiper, CFA, FDP, CFTe appeared on CNBC this morning with Stephen Sedgwick and Karen Tso. Leiper discussed the AI frenzy, and what […]
Q1 2024 – Acumen Quarterly Perspectives
Introduction Following a difficult 2023, the ACUMEN Portfolios are off to a good start this year, delivering positive absolute and relative performance. […]
Q1 2024 – Quarterly Perspectives
Key Themes In a few short years we have seen a global pandemic, economic crises, historically high inflation, burdensome interest rates and […]
Reflecting on global banking events
Some time has passed now since the first set of banking news flow hit our screens and we have been closely monitoring […]
Technically speaking
Markets are especially choppy at the moment so we thought it would be a good time to take a step back and […]
The 60/40 portfolio: a year in review
The traditional ‘balanced’ portfolio consisting of 60% equities and 40% bonds has made headlines recently, as investors question if there is still […]
Investing in healthcare & pharma: health is wealth
Investing in a basket of US healthcare and pharma stocks played a crucial role in providing ballast to our portfolios in what […]
Time for gold to shine?
During a volatile year for investors, sources of alpha, specifically uncorrelated alpha, have been hard to find and harder still to maintain. […]
Our approach to sustainable investing: bonds
Bonds have had a torrid time of it lately, primarily due to the first meaningful bout of inflation across the world in […]
The importance of FX
Currency moves have dominated headlines recently with the crash of the UK pound to record lows against the especially strong US dollar. […]
Russia trade
Our thoughts are with everyone impacted by the deeply saddening Russia-Ukraine conflict. We wish for peace, human rights and unity to prevail. […]
𝗧𝗶𝘁𝗮𝗻 𝗚𝗿𝗼𝘂𝗽 𝗖𝗜𝗢’𝘀 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀
Welcome to our CIO Monthly Insights update ‘The view from Wigmore Street’. This monthly publication provides investment feedback and opinions from the […]