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Secular Stagnation and the Natural Rate of Interest
One of the most interesting features of global financial markets over the last 20 years has been the inexorable decline in long-term real...
Macro
Peter Elston
Aug 1, 2016
3 min read
EM Growth Needs to Recover to Pre-Crisis Levels
The volume of opinion surrounding emerging markets can, at times, seem deafening. For simplicity’s sake, I will discuss just two key...
Peter Elston
Apr 1, 2016
4 min read
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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