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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Aug 31, 20174 min read
The Big Issues with 'Absolute Return Funds'
The three funds my team manage are all multi-asset, investing in equities, bonds, and specialist investment trusts that themselves invest...
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Peter Elston
Mar 1, 20176 min read
Fund Objectives and the Search for Harmony
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. We think that...
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Peter Elston
Mar 31, 20094 min read
Unconvinced by the Dismal Science
Recently I was passed an article written in 1991 by the late Isaac Asimov about economics. Asimov, a polymath best known for his science...
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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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