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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Active Managers will Have to Get Smarter to Beat Smart Beta
Schroders’ head of investment Peter Harrison is correct in thinking that “it is going to be tough over the next five years for the asset...
Peter Elston
Sep 1, 20143 min read
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The Seven Deadly Sins of Multi-Asset Investing
Investing is an activity that’s rife with opportunity to fall into bad habits, be led astray or make decisions for the wrong reasons....
Peter Elston
Feb 1, 20146 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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Skilled Managers do Exist
John Authers asserts (“Quest for test of investment skill persists”, January 11) that nobody can tell which “investors are more skilled...
Peter Elston
Jan 1, 20134 min read
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A Run of the Mill Attitude is No Way to Invest
I don't like exchange-traded funds (ETFs) or, more precisely, the way they are being used. "I doubt such a company would last long" ETFs...
Peter Elston
Jul 1, 20093 min read
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Unconvinced by the Dismal Science
Recently I was passed an article written in 1991 by the late Isaac Asimov about economics. Asimov, a polymath best known for his science...
Peter Elston
Apr 1, 20094 min read
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8 Pearls of Investment Wisdom
The financial world is a confusing place at the best of times. But with the current uncertainty in markets there may be a particular need...
Peter Elston
Jun 1, 20084 min read
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Why There’s No Market Turmoil on Vulcan
It is hard to think of something to say about the recent upheaval in world financial markets that hasn't already been said either this...
Peter Elston
Aug 1, 20074 min read
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Paying the Price of Overconfidence
Poor decision-making is largely to blame for the dreadful returns realised by US mutual fund investors. That is the conclusion of the...
Peter Elston
Jan 1, 20074 min read
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Think Before You Invest – Overconfidence is a Killer
In a November 2005 report, James Montier, the maverick global equities strategist for investment bank Dresdner Kleinwort Wasserstein in...
Peter Elston
Oct 1, 20064 min read
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Too Many Eggs in Investment Baskets
Everyone knows that diversification reduces risk. Except, of course, when it doesn't. It took the world some time to notice...
Peter Elston
Sep 1, 20064 min read
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Mutual Funds: Watch out for Flapping Feet
Most of us know of the proverbial swan, sailing seemingly serenely across the surface of a lake, while obscured by the water its legs...
Peter Elston
Aug 1, 20063 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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