John Leiper at Bloomberg on UK inflation and Europeans equities
Our Chief Investment Officer, John Leiper, appeared yesterday on Bloomberg TV to discuss UK markets and GBP against the dollar, and European […]
John Leiper – CNBC
On the 22nd June 2023, Titan Asset Management’s Chief Investment Officer appeared on CNBC this morning to discuss how the Bank of England could […]
Q1 2023 – quarterly perspectives
Performance Review So far this year, the ACUMEN Portfolios have lagged the IA sector benchmark. This is due to our defensive positioning […]
Q1 2023 – sustainable investment report
October 2022 On 25/10/22 the Financial Conduct Authority (FCA) published an exciting consultation paper, CP22/20: Sustainability Disclosure Requirements (SDR) and investment labels, […]
Q4 2022 – quarterly perspectives
Performance Review On an absolute basis the ACUMEN Portfolios have fallen in value since the start of the year. This is unsurprising […]
Q4 2022 – Quarterly ESG report
Commentary The purpose of this section is to build a narrative around our approach to sustainable investing. Included in this section are […]
Rotations & dividends
Back in November 2020 I wrote a blog, Nothing Is More Powerful Than An Idea Whose Time Has Come, in which I […]
Performance update – March 2022
In my January commentary, the aptly named ‘Bumpy Start’, I concluded by saying that recent events, and extreme market volatility, necessitated a […]
Bumpy start – January CIO commentary
It’s been a volatile start to 2022. For the last two-ish years, markets have enjoyed a buy-the-dip mentality as pro-growth fiscal and […]
FOMO in the death zone
This weekend I watched Top Gun 2. Good movie, nothing on the original, but a great soundtrack, specifically the Kenny Loggins song: […]