top of page
INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Secular Stagnation? Or the Optimistic View?
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Since the Great...
Peter Elston
May 1, 20185 min read
5
1
The Big Issues with 'Absolute Return Funds'
The three funds my team manage are all multi-asset, investing in equities, bonds, and specialist investment trusts that themselves invest...
Peter Elston
Sep 1, 20174 min read
2
0
An Attack on Poor Active Management
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. I abhor poor...
Peter Elston
Aug 1, 20174 min read
2
0
Fund Objectives and the Search for Harmony
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. We think that...
Peter Elston
Mar 1, 20176 min read
6
0
Strategic Asset Allocation (SAA) Review
We have just concluded our annual review of our funds’ strategic asset allocations. We have made some small changes to the underlying...
Peter Elston
Jun 1, 20162 min read
5
0
Introduction of New Investment Process – One Year On
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Our new...
Peter Elston
May 1, 20169 min read
6
0
Is Multi-Asset a Gimmick?
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. During a break...
Peter Elston
Apr 1, 20165 min read
2
0
Response to FT Adviser Article
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. My attention was...
Peter Elston
Sep 1, 20153 min read
3
0
The Evolution of Multi-Asset Funds
To understand why multi-asset funds have evolved it is vital to understand two key things about traditional balanced funds: first, how...
Peter Elston
Jul 1, 20134 min read
4
0
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
bottom of page