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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Buy Young, Sell Old
How and when should you buy in and sell out of the stock market? My natural response to this age old question is to suggest that one...
Peter Elston
Feb 1, 20213 min read
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Edge, Paradox, Bravery and the Stock Market
I have written in the past about the Kelly Betting Criterion, named after the Bell Laboratory researcher John L. Kelly. In short, ‘the...
Peter Elston
Jun 1, 20195 min read
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Making the Most of an Investment Edge
Whether in skill games like Poker or luck games like Blackjack, repeatable success requires tilting the odds in your favour, then betting...
Peter Elston
Mar 1, 20194 min read
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What Poker, Blackjack and Coin Toss can Teach you About Investing
Whether in skill games like poker or luck games like blackjack, repeatable success requires tilting the odds in your favour, then betting...
Peter Elston
Mar 1, 20194 min read
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Will an Algorithm Replace Me?
I was presenting at a multi-asset investing conference recently and during the Q&A was asked, “Will you be replaced by an ‘algo’?” My...
Peter Elston
Nov 1, 20183 min read
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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
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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
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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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Making the Most of an Investment Edge
Whether in skill games like Poker or luck games like Blackjack, repeatable success requires tilting the odds in your favour, then betting...
Peter Elston
Feb 1, 20114 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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