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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Five Points about Active Management in the Multi-Asset Space
I was presenting a slide deck entitled ‘The Art and Science of Multi-Asset Investing’ at five venues across the country recently, as part...
Peter Elston
Oct 1, 20176 min read
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Yet More Shocking Findings About Active Management
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Most of you will...
Peter Elston
Sep 1, 20177 min read
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An Attack on Poor Active Management
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. I abhor poor...
Peter Elston
Aug 1, 20174 min read
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Preparing for the Next Downturn
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. The whole point...
Peter Elston
Jul 1, 20174 min read
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Is a Computer Going to Steal my Job as a Fund Manager?
Question: what is significant about the dates February 1996, October 2015 and January 2017? Answer: these were the dates on which, for...
Peter Elston
Apr 1, 20176 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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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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