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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Of Probability and Presidents
Cricket often produces riveting five-day games, but in early November the US delivered its own epic struggle. I refer of course to the...
Peter Elston
Dec 1, 20204 min read
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Citywire Investment Committee No.2
As I write this Donald Trump has just been declared president and I congratulate him on playing a blinder of a hand. Let’s hope he can...
Peter Elston
Dec 1, 20164 min read
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US Election – a Dangerous Distraction
As I write this Donald Trump has just been declared president and I congratulate him on playing a blinder of a hand. Let’s hope he can...
Peter Elston
Nov 1, 20164 min read
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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...
Peter Elston
Jul 1, 20166 min read
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What are Betting Markets Telling Us About the UK Referendum?
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. First it was...
Peter Elston
Jun 1, 20164 min read
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Do Markets and Currencies Fare Better Under Labour or the Conservatives?
The world has known the date of the UK's general election for the last five years and, while it may cause some short-term volatility in...
Peter Elston
Apr 1, 20154 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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