Chief Market Strategist
John Reade joined the World Gold Council in 2017 as Chief Market Strategist. He has more than 30 years’ experience in gold, working in mines, investment banks and hedge funds. He leads the research team and is a member of the World Gold Councils’ executive committee.
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Dr. John Llewellyn
Independent Economics
John is a founding Partner of Independent Economics where he co-heads both the Macroeconomics and Financial Markets team, and the Expert witness and litigation support practice areas; and plays a major role in all of the firm’s economic analysis.
John has particularly broad experience, having worked in academia, international and then national policymaking, and in investment banking, and through his long career has published widely on a range of topics. Before advising HM Treasury during the 2008 Global Financial Crisis and its aftermath, and co-founding the firm in 2009, John was Global Chief Economist and then Senior Economic Policy Advisor at Lehman Brothers. This followed almost twenty years at the Organisation for Economic Cooperation and Development (OECD) in Paris, where he was successively Head of International Forecasting and Policy Analysis and Editor of the OECD Economic Outlook; Deputy Director for Social Affairs, Manpower and Education, and finally Chef de Cabinet to the Secretary-General.
Prior to that he spent nearly ten years at the Faculty of Economics at the University of Cambridge, and was also a Fellow of St. John’s College.
John holds an undergraduate degree from the Victoria University of Wellington, New Zealand, and a doctorate from the University of Oxford.
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Will Nutting
Nutstuff
Will Nutting has been writing about and investing in markets since the 1990s focused on US and global equities. He believes in a common sense and thematic approach to investing, beginning with the macro and drilling down into a long portfolio that is grounded in long term secular trends. Investing needs to be fun and logical. You do not need to have a Ph.D. in quantum mathematics or even a university degree to invest in markets. Likewise, you do not need a fund manager to buy and sell your stocks, any more than you need a foreign exchange broker to change your holiday money.
Will holds a belief that your portfolio should reflect what is going on in the world today, and the tilt of your portfolio should change as the world changes. Just as in life, the stock market has clear winners and losers. Will's aim, is to identify these and demystify what is actually very straightforward.
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Jeremy Sterngold
LGT Wealth Management
He is the Deputy Chief Investment Officer, providing the macro input to the Investment Committee and helping to drive the asset allocation. Jeremy also serves as our Head of Fixed Income, overseeing a team of analysts who undertake fundamental corporate credit analysis and chairs the Fixed Income Committee. Prior to that, he was a Fixed Income Portfolio Manager for KIC and an Associate Portfolio Manager at AllianceBernstein. Jeremy is a CFA charterholder.
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Corporates
Company backgrounds and useful links.
World Gold Council
John Reade
We are a membership organisation that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market.
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Independent Economics
Dr. John Llewellyn
Independent Economics is an independent international advisory that helps businesses and governments to succeed in an increasingly complex and uncertain world. It was founded in 2009 as Llewellyn Consulting by internationally-renowned economist Dr John Llewellyn and Preston J. Llewellyn, who bring deep experience from the academic, policymaking, and investment banking worlds.
The collective knowledge and experience of their global team of experts is invaluable to clients across a wide range of sectors, including Macroeconomics and Financial Markets, Sustainability, Technology Transformation and Geopolitics, helping them unlock knowledge, create opportunities, manage risk, make informed decisions, and plan better for the future.
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Nutstuff
Will Nutting
When it comes to connecting the real world, Politics and geopolitics with the Financial & investment world. Nutstuff is becoming well recognised as a strategic thinker and commentator known for its informed and straight talking views published twice weekly. Increasingly it seems ever clearer that the only commentators able to say what needs to be said are those not engaged with a hierarchy.
Nutstuff aggregates its own curated narrative with interesting views and perspectives from a network of Global sources & contacts. Nutstuff is subscribed to by an extraordinarily impressive list of CEO’s, CIO’s, Politicians, HNWI’s, Family office's and Hedge Funds. It also backs its thoughts and ideas with a Global Long only Model Portfolio published every monday. (_V_ital to marry high conviction with _eating your own cooking_) Nutstuff also keeps an eye on the key funds and ever emerging new opportunities as ways of best representing these thematic views.
Those who read Nutstuff describe it as being an “all too rare “joined up thinking reality check that you wont always agree with but often it should make you think and question.
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LGT Wealth Management
Jeremy Sterngold
LGT Wealth Management is a UK-based wealth management firm, part of the international private bank and asset manager LGT Group, owned by the Princely Family of Liechtenstein. When we set up our business in 2008, our aim was to offer a fresh approach to wealth management. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them.
