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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
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...
Peter Elston
Aug 1, 20183 min read
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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...
Peter Elston
Oct 1, 20176 min read
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Interesting Anomaly with Respect to Global Fund Managers’ AUM Rankings
I mentioned at the start of this letter that we had been shortlisted for two prestigious awards. We were nominated in two of 18...
Peter Elston
Aug 1, 20172 min read
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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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