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The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More


The Mother of All Themes
Understanding the basic science behind man-made climate change can give investors an edge. However, for the non-expert.
Peter Elston
Mar 1, 20223 min read
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Heavy Weather
In November, the UK will host the 26th UN Climate Change Conference of the Parties (COP26). Considering this, and the recent extreme weather
Peter Elston
Sep 1, 20214 min read
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Active Management and the Predictability of Markets Redux: Corporate Governance
This post is the final of four in a mini-series on the subject of active management and the predictability of markets. The first three...
Peter Elston
Nov 1, 20194 min read
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A Top Alternative Investment Idea
The main problem with bonds and equities is they perform poorly when inflation is high or rising, so the best thing an alternative asset...
Peter Elston
Apr 1, 20151 min read
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Trouble in Asia
Overview What is going on in Asia? Stock markets in the region have fallen much more than those in developed markets, and yet economic...
Peter Elston
Aug 1, 20085 min read
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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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