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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Aug 31, 20193 min read
EM Investing Still Pays Dividends
I feel very fortunate to have had the opportunity to live and work abroad for a number of years. Tokyo, Hong Kong and Singapore were not...
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Peter Elston
Mar 1, 20194 min read
The Myths and Misunderstandings Behind Active Share
The issue of closet tracker funds charging high fees for poor performance has been a recent gripe of the Financial Conduct Authority. It...
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Peter Elston
Aug 31, 20177 min read
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...
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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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