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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
A Confusing Time for Economists
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. The very rapid...
Peter Elston
Jul 1, 20193 min read
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Krippner Revisited
In January 2016, I wrote about some interesting but little-heard-of research by Dr Leo Krippner at the Reserve Bank of New Zealand on the...
Peter Elston
Dec 1, 20184 min read
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Captain Murphy’s Diary
Murphy’s Law says that what can wrong, will go wrong. It is thought to be named after Captain Ed Murphy, an aircraft engineer who,...
Peter Elston
Aug 1, 20152 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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