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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Aug 31, 20195 min read
Active Management and the Predictability of Markets Redux: Robert Shiller
This is the second in a series of four posts dedicated to active management, focussing on some of the key figures involved in the study...
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Peter Elston
Aug 31, 20183 min read
The Investor as an Animal
Behaviour is everything. Our collective behaviour determines whether we as societies or as a race are creating or destroying. From time...
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Peter Elston
Nov 1, 20174 min read
Three Lessons from Value Investing
This is my fourth and final piece on value investing. Next year’s four will be on the topic of behavioural investing. In light of Richard...
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Peter Elston
Feb 1, 20145 min read
Active Management and the Predictability of Markets – Robert Shiller
In this second post on 'market predictability' I look at some of Prof Robert Shiller's work. Shiller was a co-winner of this year's...
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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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