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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
This Time it is Different, Again
A lot of attention in the media recently has been devoted to the inversion of the yield curve in the US in late March. There is one main...
Peter Elston
May 1, 20193 min read
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Reducing Equity Targets
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Last year we...
Peter Elston
Oct 1, 20183 min read
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It’s Different this Time. Really?
Just before the 1929 Wall Street crash, celebrated Yale economist Irving Fisher claimed that the stock market had reached “a permanently...
Peter Elston
Aug 1, 20183 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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