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The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More


The Mother of All Themes
Understanding the basic science behind man-made climate change can give investors an edge. However, for the non-expert.
Peter Elston
Mar 1, 20223 min read
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Heavy Weather
In November, the UK will host the 26th UN Climate Change Conference of the Parties (COP26). Considering this, and the recent extreme weather
Peter Elston
Sep 1, 20214 min read
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Pick Out Persistent Themes
To invoke US conglomerate Berkshire Hathaway’s vice chairman Charlie Munger: if investing is not thematic, what the hell is it? Here is...
Peter Elston
Aug 1, 20203 min read
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The Price of Safety
The University of Cambridge’s Centre for the Study of Existential Risks conducts research in three areas: risks associated with...
Peter Elston
Apr 1, 20203 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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