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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Apr 30, 20183 min read
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...
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Peter Elston
Jun 30, 20166 min read
Key Questions in the Aftermath of the Brexit Vote to Leave
There is much that can be written about the referendum result. Indeed, much already has been. I shall try to keep this simple and focus...
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Peter Elston
Sep 30, 20156 min read
Captain Murphy’s Diary
Murphy’s Law says that what can go wrong, will go wrong. It is thought to be named after Captain Ed Murphy, an aircraft engineer who,...
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Peter Elston
Sep 1, 20154 min read
Are we Entering a Bear Market?
What do the sharp falls in equity markets across the world port end? Were they simply the inevitable result of prices that had gone up...
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Peter Elston
Aug 31, 20153 min read
Inflation Watch
The 10 year US Treasury yield has fallen from 2.5% on 27 June to 2.1% currently (as at 25.08.2015), a very substantial change. Normally,...
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Peter Elston
Aug 1, 20153 min read
Inflation Watch
My core belief about the first interest rate rises here in the UK but also across the pond is that they’ll happen much later than many...
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Peter Elston
Jun 30, 20152 min read
UK Growth Prospects
The question of concern currently is at what point does the Bank of England put the brakes on? This matters because equity markets,...
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Peter Elston
Jun 30, 20151 min read
Portfolio Positioning in Relation to Interest Rate Prospects
We’re positioned for interest rates staying where they are, not rising. Inflation needs propping up, not suppressing. True, [Bank of...
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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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