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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Mar 8, 20235 min read
Where's My Cycle?
An update on where I think we are in the business cycle with respect to growth, inflation and markets
2110
Peter Elston
Mar 3, 20234 min read
Correlation or causation?
Data is too often presented in an unfair, unclear and misleading way
1,6680
Peter Elston
Feb 10, 20235 min read
Dear John
Liontrust's John Husselbee's arguments in support of balanced funds are lame
1550
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 6, 20236 min read
Do Not Let Your Comfortable Retirement Slip Away
Now is the time for a truly bold asset allocation
2273
Peter Elston
Dec 2, 20228 min read
Vanguard Doubles Down
The passive fund behemoth refuses to consider possibility that inflation will remain high
1111
Peter Elston
Nov 25, 20225 min read
Inflation (Part 47)
Some thoughts on this most important of issues following participation in a Citywire debate
860
Peter Elston
Nov 4, 20226 min read
Is Vanguard In Denial?
The manager of the huge passive balanced fund range is clearly conflicted
3222
Peter Elston
Oct 27, 20225 min read
Wealth Managers May Need A Complete Rethink
Persistent high inflation will make a mockery of balanced and risk rated funds
940
Peter Elston
Oct 26, 20227 min read
Understanding This Will Make You A Better Person
Bayes' Theorem can be used to make better decisions, whether in the courtroom or the stock market
3630
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
500
Peter Elston
Oct 18, 20223 min read
Risk Rated Funds Are Broken
We are now in an environment in which bonds are riskier than equities, spelling trouble for risk rated funds
670
Peter Elston
Sep 28, 20223 min read
Carnage
If you enjoy reading this blog, please leave a star rating on WealthTender. Thank you! The ramifications of the big fall in Gilts will be...
861
Peter Elston
Sep 7, 20226 min read
Making Waves About Bubbles
GMO's Jeremy Grantham has caused a stir with his latest missive
840
Peter Elston
Sep 2, 20223 min read
Extreme Hubris
Blue Whale's Steven Yiu may come to regret his decision to call publicly for 'most active managers to quit'
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Peter Elston
Sep 1, 20226 min read
Time To Step Up
Until recently, central banks had been seen as heroes for the best part of four decades
310
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
320
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
3680
Peter Elston
Aug 22, 20226 min read
A Statistical Appraisal Of Bond And Equity Behaviour
Bonds and equities exhibit fundamentally different patterns
500
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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