Vanguard Doubles Down
The passive fund behemoth refuses to consider possibility that inflation will remain high
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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Oct 20, 20221 min read
Citywire: Wealth Managers May Need A Complete Rethink
My latest piece, published in Citywire, takes aim at balanced and risk-rated funds
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Peter Elston
Sep 7, 20226 min read
Making Waves About Bubbles
GMO's Jeremy Grantham has caused a stir with his latest missive
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Peter Elston
Aug 26, 20224 min read
OK, But What Do The Patterns Actually Mean?
Patterns in financial markets relate to human behaviour, the business cycle, and longer inflation cycles
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Peter Elston
Aug 22, 20226 min read
A Statistical Appraisal Of Bond And Equity Behaviour
Bonds and equities exhibit fundamentally different patterns
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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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