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 […]
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 – Quarterly Perspective
Key Themes In a few short years we have seen a global pandemic, economic crises, historically high inflation, burdensome interest rates and […]
Q4 2023 – Sustainable investment report
SUSTAINABLE INVESTING The purpose of this section is to introduce sustainable investing and, importantly, explain our approach to sustainable investing. In 1987 […]
Chief Investment Officer, John Leiper, on CNBC 15th December 2023 with Joumanna Bercetche
Titan Asset Management’s CIO discusses the US economy on possible declining interest rates and the soft landing investors may have hoped for, […]
Turning Nuclear
Turning Nuclear Nuclear energy is at a tipping point. Following years in the wilderness there is growing enthusiasm around nuclear power as […]
John Leiper on CNBC 03/11
On Friday 3rd November, Chief Investment Officer, John Leiper, appeared on CNBC to discuss Jerome Powell’s latest speech and the market’s mixed […]
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: […]
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 […]
Titan Group CIO’s Monthly Insights May 24
Welcome to our CIO Monthly Insights update ‘The view from Wigmore Street’. The May update provides investment feedback and opinions from the […]