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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Jul 31, 20203 min read
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...
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Peter Elston
Dec 1, 20193 min read
The Liquid Illiquid Solution
There is little doubt that low interest rates have been causing savers and investors difficulties in recent years. In decades past, not...
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Peter Elston
May 31, 20193 min read
An Unwelcome Comeback
In last month’s column I wrote about the yield curve – the difference between long-term and short-term interest rates – and how its...
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Peter Elston
Feb 1, 20183 min read
Monthly Review and Outlook
January on the whole saw economic data releases that were consistent with key economies either having entered expansion phase or...
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Peter Elston
Aug 31, 20163 min read
An Interesting Essay by San Francisco Fed President, John Williams
Having written about secular stagnation and the natural rate of interest in my August letter, it was interesting to see San Francisco Fed...
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Peter Elston
Mar 31, 20164 min read
EM Growth Needs to Recover to Pre-Crisis Levels
The volume of opinion surrounding emerging markets can, at times, seem deafening. For simplicity’s sake, I will discuss just two key...
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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
Jul 1, 20134 min read
The Evolution of Multi-Asset Funds
To understand why multi-asset funds have evolved it is vital to understand two key things about traditional balanced funds: first, how...
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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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