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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Jun 13, 20222 min read
Damn It, Janet
US treasury secretary Janet Yellen is losing her credibility
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Peter Elston
Jan 1, 20213 min read
Lessons From the Chimps
In a recent op-ed, IMF chief economist Gita Gopinath noted that: “For the first time, in 60% of the global economy – including 97% of...
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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
Aug 1, 20154 min read
When will Commodities Prices Recover?
Unlike equities, bonds or property, commodities cannot be valued on the basis of the income they generate. This makes it hard to feel...
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Peter Elston
May 1, 20154 min read
The Big Picture
Looking back, the biggest events over the last 18 months have been the substantial falls in G7 bond yields and the oil price as well as...
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Peter Elston
Dec 1, 20143 min read
Just What is Going On with Japan?
As misses go, it was as bad as Chris Waddle's at World Cup '90. I am referring of course to economists' estimates of Japan's third...
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Peter Elston
Mar 31, 20094 min read
Unconvinced by the Dismal Science
Recently I was passed an article written in 1991 by the late Isaac Asimov about economics. Asimov, a polymath best known for his science...
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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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