top of page
INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Paying the Price of Overconfidence
Poor decision-making is largely to blame for the dreadful returns realised by US mutual fund investors. That is the conclusion of the...
Peter Elston
Jan 1, 20074 min read
6
0
Theories Can’t Count Cost of Risk
Risk. It's a word thrown around so frequently in the investment world there's risk-adjusted, systematic risk, specific risk, and we all...
Peter Elston
Nov 1, 20065 min read
4
0
Think Before You Invest – Overconfidence is a Killer
In a November 2005 report, James Montier, the maverick global equities strategist for investment bank Dresdner Kleinwort Wasserstein in...
Peter Elston
Oct 1, 20064 min read
3
0
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
bottom of page