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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
An Open and Shut Case
Closed-ended funds – investment trusts – are wonderful structures. So, too, are open-ended funds – OEICs, short for open-ended investment...
Peter Elston
Apr 1, 20213 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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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
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10 Golden Rules of Equity Investing
"A balance sheet is like a backbone" Treatment of minority shareholders When considering a company, the first question you need answered...
Peter Elston
May 1, 20135 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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