Take a Stand Against Mediocrity
The investment profession is one I have often said that I both love and loath. I love the company or country analysis; and the fact that...
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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Jul 31, 20195 min read
Active Management and the Predictability of Markets Redux: Eugene Fama
According to Moody’s, total assets in passive funds in the US will overtake those in actively managed funds in 2021. In light of this...
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Peter Elston
Dec 1, 20183 min read
Lessons from Scandinavia
The fund industry is not like other industries. With most consumer products, you know what you are getting. Furthermore, if they break,...
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Peter Elston
Jul 31, 20183 min read
Some Home Truths for Investors
American author and publisher William Feather once noted, “One of the funny things about the stock market is that every time one person...
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Peter Elston
Jul 31, 20183 min read
The Benefits of Smaller Fund Size
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. It is well...
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Peter Elston
Sep 30, 20176 min read
Five Points about Active Management in the Multi-Asset Space
I was presenting a slide deck entitled ‘The Art and Science of Multi-Asset Investing’ at five venues across the country recently, as part...
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Peter Elston
Aug 31, 20177 min read
Yet More Shocking Findings About Active Management
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Most of you will...
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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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