Stand Firm and Be Strong
For some time now I have been expecting the current global business cycle to end in 2020, with the caveat that it was almost as likely to...
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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Aug 31, 20183 min read
The Investor as an Animal
Behaviour is everything. Our collective behaviour determines whether we as societies or as a race are creating or destroying. From time...
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Peter Elston
Jun 30, 20184 min read
Tactical Asset Allocation in the Current Phase of the Business Cycle
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Our analysis...
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Peter Elston
Apr 30, 20183 min read
Investment Markets are There to Make you Look Stupid
When you make a decision to buy something, whether a stock, a fund, an ETF or a passive fund, you impose on yourself a second decision,...
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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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