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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Global Growth
Until the beginning of October last year, equity markets had generally been faring well, while bond and commodity markets reflected firm...
Peter Elston
Mar 1, 20192 min read
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Was 2018 the Start of the Next Bear Market?
2018 was looking all fine and dandy up until the beginning of October. Equity markets, though having been driven by a small number of...
Peter Elston
Feb 1, 20195 min read
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2019 Investment Outlook
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. 2018 was looking...
Peter Elston
Jan 1, 20197 min read
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Reducing Equity Targets
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Last year we...
Peter Elston
Oct 1, 20183 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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