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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Review and Outlook
Although April saw equity markets look a little perkier, following a period of weakness that began in mid-January, it also saw safe haven...
Peter Elston
May 1, 20183 min read
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Review and Outlook
If February was remembered for the somewhat inexplicable falls in equity markets – there was no obvious trigger – March will be...
Peter Elston
Apr 1, 20183 min read
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What are OECD Leading Indicators Telling Us?
The OECD calculates leading indices every month for a large number of countries. Chart 5 below shows the year-on-year change in the...
Peter Elston
May 1, 20161 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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