Do Not Let Your Comfortable Retirement Slip Away
Now is the time for a truly bold asset allocation
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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Mar 31, 20213 min read
An Open and Shut Case
Closed-ended funds – investment trusts – are wonderful structures. So, too, are open-ended funds – OEICs, short for open-ended investment...
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Peter Elston
Mar 31, 20194 min read
A Diversified Approach to Income Can Pay Dividends
Income continues to be the principal concern for many investors in the UK - both in the run-up to and throughout retirement. Reinvested...
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Peter Elston
Sep 30, 20183 min read
Active Versus Passive: is it Different for Multi-Asset?
I have noted in my investment letters that in the multi-asset space, funds tend to do better in relation to their passive equivalents...
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Peter Elston
Aug 31, 20173 min read
Multi-Asset Value Investing
This article is about the new investment process that was introduced while I was chief investment officer at Seneca Investment Managers,...
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Peter Elston
Mar 1, 20173 min read
Value Investing, Whatever the Fashion
This article is about the new investment process that was introduced while I was chief investment officer at Seneca Investment Managers,...
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Peter Elston
Mar 1, 20175 min read
Preparing for the Impending End of the Bond Bull Market
I know I bang on about this, but value investing is about so much more than buying low price-to-earnings or low price-to-book stocks....
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Peter Elston
Jan 1, 20172 min read
A Review of my 2016 Investment Outlook
This time last year I wrote, “We believe on balance that the world will continue to grow in 2016, that equity market valuations by and...
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Peter Elston
Jan 1, 20174 min read
Tactical Asset Allocation and the Business Cycle
I recently came across a paper written in 2008 by Robeco’s Pim van Vliet and David Blitz entitled Dynamic Strategic Asset Allocation:...
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Peter Elston
Dec 1, 20163 min read
Multi-Asset Outlook
Equities As with emerging market debt and high yield, we are generally at that point in the cycle when equities can continue to make...
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Peter Elston
Dec 1, 20164 min read
Why Value Investors Don’t Have to Restrict Themselves to Cheap Stocks
I’m thinking about launching a smart beta ETF called the “Smart Alpha Smart Beta ETF”. It would invest only in shares that go up. At the...
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Peter Elston
Apr 30, 20169 min read
Introduction of New Investment Process – One Year On
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Our new...
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Peter Elston
Mar 31, 20165 min read
Is Multi-Asset a Gimmick?
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. During a break...
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Peter Elston
Mar 31, 20165 min read
Multi-Asset and the Changing Nature of Asset Allocation
Financial advisers will be only too aware that the difference between a comfortable retirement and an uncomfortable one is almost too...
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Peter Elston
Mar 31, 20165 min read
The Relevance of Multi-Asset Investing
We all know that the difference between a comfortable retirement and an uncomfortable one is almost too huge to contemplate. And yet you...
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Peter Elston
Sep 1, 20138 min read
Multi-Asset Funds: The Great All-Rounders
In this article I take us a step further and show how to choose a multi-asset fund, explain the importance of asset allocation, and look...
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Peter Elston
Jul 1, 20134 min read
The Evolution of Multi-Asset Funds
To understand why multi-asset funds have evolved it is vital to understand two key things about traditional balanced funds: first, how...
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Peter Elston
Jul 1, 20137 min read
Back to Basics: The Foundations of Multi-Asset Investing
The concept of multi-asset investing is not new, based as it is on allocating across various asset classes, such as equities, fixed...
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Peter Elston
Jul 1, 20138 min read
Make Your Move with Multi-Asset Investing
The concept of multi-asset investing has existed for many years, and many investors hold multi-asset funds in their retirement portfolio....
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