Capital Growth is Key to Finding Income in a Zero-Inflation Era
Whether because of covid-19 or otherwise, the quest for yield has in recent times been strewn with casualties. Where and how can...
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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Jun 30, 20203 min read
Is Dividend Investing Dead?
In general, stocks that pay out as dividends either nothing or a low portion of profits have, in recent years, been outperforming those...
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Peter Elston
Mar 31, 20194 min read
A Diversified Approach to Income Can Pay Dividends
Income continues to be the principal concern for many investors in the UK - both in the run-up to and throughout retirement. Reinvested...
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Peter Elston
Mar 31, 20184 min read
A Timely Reminder
As the current global business cycle matures, I thought it might be an opportune moment to revisit one of the basic but counterintuitive...
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Peter Elston
Aug 31, 20173 min read
Multi-Asset Value Investing
This article is about the new investment process that was introduced while I was chief investment officer at Seneca Investment Managers,...
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Peter Elston
Aug 31, 20172 min read
The Case for UK Growth
In his 1992 Chairman’s Letter, Warren Buffett wrote that the investment approaches ‘value’ and ‘growth’ are “joined at the hip”. In many...
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Peter Elston
May 31, 20173 min read
Beware Dividend Concentration Among UK Large Caps
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Much has been...
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Peter Elston
Aug 31, 20163 min read
How Risky are Specialist Funds?
So far in this series of quarterly blog posts on the subject of investment risk, I have covered risk in general, the risks of equities...
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Peter Elston
Jul 31, 20163 min read
A Proposal for the British Government
I have a proposal for the British government. It’s not complicated: sell vast quantities of 50-year debt and buy vast quantities of UK...
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Peter Elston
Apr 30, 20164 min read
Just How Risky Are Equities?
In my last blog I made a very simple point, namely that the low or negative real interest rates that prevail currently across the...
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Peter Elston
Apr 30, 20161 min read
Our Current Exposure to the US
Our exposure to US equities has been fairly light for some time, a position that on the face of it hasn’t worked for us. US equities are...
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Peter Elston
Feb 1, 20166 min read
Outlook for Equities
It is possible that we are now in an environment in which the falls in markets since last summer, particularly those in early December...
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Peter Elston
Jun 1, 20085 min read
It Pays to Keep an Eye on Yield
I sometimes wonder if it is a little odd to get as excited as I do about dividends. Asia is about growth, people say. Why on earth would...
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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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