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The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More


Asia is for Long-Term Investors
Asia Pacific countries excluding Japan comprise 13% of the MSCI All Country World index. Given that they account for over 50% of the...
Peter Elston
Nov 1, 20203 min read
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Monthly Review and Outlook
February will be remembered for the sharp fall in equity markets across the world at the beginning of the month. Our view was at the time...
Peter Elston
Mar 1, 20183 min read
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Monthly Review and Outlook
January on the whole saw economic data releases that were consistent with key economies either having entered expansion phase or...
Peter Elston
Feb 1, 20183 min read
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Inflation Watch
Core inflation rates in the developed world have been fairly stable in recent months at around the 1.3% per annum level (see Chart 1)....
Peter Elston
Jun 1, 20162 min read
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Inflation Watch
As anticipated, inflation turning negative in the Eurozone in February did indeed prompt drastic action by the ECB, which announced a...
Peter Elston
Apr 1, 20161 min read
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2016 Investment Outlook
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. This investment...
Peter Elston
Jan 1, 201612 min read
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Just What is Going On with Japan?
As misses go, it was as bad as Chris Waddle's at World Cup '90. I am referring of course to economists' estimates of Japan's third...
Peter Elston
Dec 1, 20143 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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