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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
It’s Different this Time. Really?
Just before the 1929 Wall Street crash, celebrated Yale economist Irving Fisher claimed that the stock market had reached “a permanently...
Peter Elston
Aug 1, 20183 min read
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Why Value Investors Don’t Have to Restrict Themselves to Cheap Stocks
I’m thinking about launching a smart beta ETF called the “Smart Alpha Smart Beta ETF”. It would invest only in shares that go up. At the...
Peter Elston
Dec 1, 20164 min read
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Value Investing is Not the Same Thing as Value Indices
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. I’m thinking...
Peter Elston
Dec 1, 20164 min read
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Value versus growth – A misleading binary
The analytical framework set out by Benjamin Graham and David Dodd in 1934 was very intricate, whereas the constituents of value indices...
Peter Elston
Jan 1, 20165 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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