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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Sep 30, 20213 min read
When the Fun Stops...
How can young people be helped to reach this epiphany sooner?
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Peter Elston
Aug 31, 20195 min read
Active Management and the Predictability of Markets Redux: Robert Shiller
This is the second in a series of four posts dedicated to active management, focussing on some of the key figures involved in the study...
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Peter Elston
Jul 31, 20195 min read
Active Management and the Predictability of Markets Redux: Eugene Fama
According to Moody’s, total assets in passive funds in the US will overtake those in actively managed funds in 2021. In light of this...
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Peter Elston
Mar 1, 20194 min read
Making the Most of an Investment Edge
Whether in skill games like Poker or luck games like Blackjack, repeatable success requires tilting the odds in your favour, then betting...
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Peter Elston
Mar 1, 20194 min read
What Poker, Blackjack and Coin Toss can Teach you About Investing
Whether in skill games like poker or luck games like blackjack, repeatable success requires tilting the odds in your favour, then betting...
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Peter Elston
Mar 31, 20165 min read
Multi-Asset and the Changing Nature of Asset Allocation
Financial advisers will be only too aware that the difference between a comfortable retirement and an uncomfortable one is almost too...
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Peter Elston
Feb 1, 20145 min read
Active Management and the Predictability of Markets – Robert Shiller
In this second post on 'market predictability' I look at some of Prof Robert Shiller's work. Shiller was a co-winner of this year's...
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Peter Elston
Jan 1, 20108 min read
8 Myths of Global Investing
At Aberdeen we believe there is enormous scope to enhance returns through global investment. To some, this has meant allocating funds...
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Peter Elston
Nov 1, 20065 min read
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...
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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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