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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Jul 25, 20227 min read
Is Gold Still Gold?
An appraisal of the fundamental reasons for buying gold
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Peter Elston
Mar 1, 20193 min read
Gold Is Not What You Think It Is
The term “gold bug” has been popularised in recent decades as a reference to ardent fans of gold investment. The almost imperceptible...
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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
Nov 1, 20185 min read
Review and Outlook
October was clearly a bad month for equity markets around the world, with the MSCI AC World index falling 6.9% in local currency terms....
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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
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
Mar 1, 20183 min read
Monthly Review and Outlook
February will be remembered for the sharp fall in equity markets across the world at the beginning of the month. Our view was at the time...
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Peter Elston
Jan 1, 20174 min read
A Closer Look at the Relationship Between Return and Volatility
It is generally agreed and understood that to enjoy higher returns over the longer term one must accept higher levels of volatility in...
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Peter Elston
Aug 31, 20152 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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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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