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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Nov 1, 20203 min read
Asia is for Long-Term Investors
Asia Pacific countries excluding Japan comprise 13% of the MSCI All Country World index. Given that they account for over 50% of the...
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Peter Elston
Aug 31, 20193 min read
EM Investing Still Pays Dividends
I feel very fortunate to have had the opportunity to live and work abroad for a number of years. Tokyo, Hong Kong and Singapore were not...
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Peter Elston
Jun 30, 20193 min read
A Confusing Time for Economists
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. The very rapid...
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Peter Elston
Feb 1, 20195 min read
Was 2018 the Start of the Next Bear Market?
2018 was looking all fine and dandy up until the beginning of October. Equity markets, though having been driven by a small number of...
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Peter Elston
Jan 1, 20197 min read
2019 Investment Outlook
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. 2018 was looking...
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Peter Elston
Jul 31, 20184 min read
Review and Outlook
Equity markets were generally strong in July, as investors appeared to shrug off fears of a global trade war. US and Eurozone equities...
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Peter Elston
Jun 30, 20184 min read
Review and Outlook
June saw equity markets around the world give back some of the gains made in April and May. The trigger for these falls appeared to be...
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Peter Elston
Apr 30, 20183 min read
Review and Outlook
Although April saw equity markets look a little perkier, following a period of weakness that began in mid-January, it also saw safe haven...
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Peter Elston
Mar 31, 20183 min read
Review and Outlook
If February was remembered for the somewhat inexplicable falls in equity markets – there was no obvious trigger – March will be...
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Peter Elston
Jan 1, 201612 min read
2016 Investment Outlook
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. This investment...
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Peter Elston
Nov 1, 20152 min read
A Goldilocks Environment for Equities
We may yet be proved wrong but it is starting to look as if our call that we were not heading into a more pronounced period of equity...
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Peter Elston
Nov 1, 20153 min read
Captain Murphy's Diary
Murphy’s Law says that what can go wrong, will go wrong. It is thought to be named after Captain Ed Murphy, an aircraft engineer who,...
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Peter Elston
Sep 1, 20154 min read
Are we Entering a Bear Market?
What do the sharp falls in equity markets across the world port end? Were they simply the inevitable result of prices that had gone up...
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Peter Elston
Aug 31, 20112 min read
Why I’m Not Investing in Chinese Banks
As creators of credit, banks are in a very privileged position. To create a loan, the equivalent of making a sale for other companies,...
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Peter Elston
Jan 1, 20103 min read
Investing in Commodities – BHP Billiton
Foreign companies wishing to conduct business in China often face difficulties. Problematic labour relations, theft of intellectual...
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Peter Elston
Oct 1, 20095 min read
Emerging Markets are our Future
What will the world look like in 2050? Any credible answer to this question must, of course, be as complex as the question itself is...
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Peter Elston
Aug 31, 20093 min read
Big Asian Companies Brimming with Eastern Promise
As we approached the one-year anniversary of the collapse of Lehman Brothers memories of that fateful event last year have faded fast....
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Peter Elston
Jun 1, 20084 min read
China Olympics Provides the Perfect Distraction
China means Central Country and it has certainly been living up to its name whether as an economic powerhouse or as host for the...
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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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