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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Buy Young, Sell Old
How and when should you buy in and sell out of the stock market? My natural response to this age old question is to suggest that one...
Peter Elston
Feb 1, 20213 min read
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Outlook for Equities
It is possible that we are now in an environment in which the falls in markets since last summer, particularly those in early December...
Peter Elston
Feb 1, 20166 min read
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Active Management and the Predictability of Markets – Eugene Fama
That it is possible to add substantially more value to customers' portfolios than is subtracted from them in fees is the basis of the...
Peter Elston
Jan 1, 20144 min read
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Skilled Managers do Exist
John Authers asserts (“Quest for test of investment skill persists”, January 11) that nobody can tell which “investors are more skilled...
Peter Elston
Jan 1, 20134 min read
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The Long-Term Benefits of Equities
It makes sense to me that stocks should produce good real returns over time. A corporation is a clever mix of all the factors of...
Peter Elston
Dec 1, 20093 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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