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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Feb 10, 20235 min read
Dear John
Liontrust's John Husselbee's arguments in support of balanced funds are lame
1560
Peter Elston
Feb 3, 20237 min read
Setting A Bad Example
The effort to improve financial literacy in this country itself needs to be improved
1061
Peter Elston
Feb 1, 20235 min read
What Makes A Good Investor?
Grey is the new gold! There will be as many opinions about what makes a good investor as there are investors. Here's mine.
2040
Peter Elston
Jan 27, 20234 min read
Taking The Fear Out Of Maths
Improving maths standards will involve addressing the very real problem of maths anxiety
1470
Peter Elston
Jan 19, 20233 min read
Auntie! No!
The PM should start with the BBC when it comes to improving maths standards
840
Peter Elston
Jan 6, 20236 min read
Do Not Let Your Comfortable Retirement Slip Away
Now is the time for a truly bold asset allocation
2283
Peter Elston
Dec 2, 20228 min read
Vanguard Doubles Down
The passive fund behemoth refuses to consider possibility that inflation will remain high
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Peter Elston
Oct 20, 20221 min read
Citywire: Wealth Managers May Need A Complete Rethink
My latest piece, published in Citywire, takes aim at balanced and risk-rated funds
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Peter Elston
Aug 26, 20224 min read
OK, But What Do The Patterns Actually Mean?
Patterns in financial markets relate to human behaviour, the business cycle, and longer inflation cycles
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Peter Elston
Aug 25, 20224 min read
Randomness And The Galton Board
For those who know what the normal/Gaussian distribution looks like but are not quite sure what it is
3710
Peter Elston
Aug 22, 20226 min read
A Statistical Appraisal Of Bond And Equity Behaviour
Bonds and equities exhibit fundamentally different patterns
500
Peter Elston
Aug 3, 20223 min read
Where Are We In The Cycle?
A reminder about what empirical research tells us about business cycle phases and asset class returns
850
Peter Elston
Jul 14, 20224 min read
Blurred Lines or No Lines?
Retail investors cannot be adequately protected until the fundamental similarity between investing and gambling is recognised
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Peter Elston
Jun 21, 20224 min read
Do Trends Exist?
It's not about cycles and trends, but pattern and randomness
1040
Peter Elston
May 25, 20222 min read
It's Time to Start Thinking in Real Terms
There are two effects of high inflation. The first is one that we have in recent weeks and months become brutally aware of, namely its...
860
Peter Elston
Apr 30, 20224 min read
Tools of the Trade
In this post I set out a classification scheme for publicly available investment funds. It is hoped this can provide those readers who ...
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Peter Elston
Feb 1, 20223 min read
Growing Pains
I remember feeling extremely honoured when I was invited four years ago to write this column. It seemed to me to be a great opportunity.
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Peter Elston
Sep 30, 20213 min read
When the Fun Stops...
How can young people be helped to reach this epiphany sooner?
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Where's My Cycle?
An update on where I think we are in the business cycle with respect to growth, inflation and markets
Correlation or causation?
Data is too often presented in an unfair, unclear and misleading way
Dear John
Liontrust's John Husselbee's arguments in support of balanced funds are lame
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