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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Jul 31, 20203 min read
Pick Out Persistent Themes
To invoke US conglomerate Berkshire Hathaway’s vice chairman Charlie Munger: if investing is not thematic, what the hell is it? Here is...
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Peter Elston
May 31, 20204 min read
Gold is No Longer for Fools
As many will know from bitter experience, a crisis often has two stages. The first is the crisis itself, whether a natural disaster that...
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Peter Elston
Aug 31, 20193 min read
EM Investing Still Pays Dividends
I feel very fortunate to have had the opportunity to live and work abroad for a number of years. Tokyo, Hong Kong and Singapore were not...
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Peter Elston
Dec 1, 20153 min read
Captain Murphy’s Diary
Murphy’s Law says that what can go wrong, will go wrong. It is thought to be named after Captain Ed Murphy, an aircraft engineer who,...
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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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