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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Is Gold Still Gold?
An appraisal of the fundamental reasons for buying gold
Peter Elston
Jul 25, 20227 min read
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Is Gold Still Precious?
The outlook for gold in the context of its long-term price trend
Peter Elston
Jul 22, 20225 min read
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Boiling Frogs
There is no bigger question for investors currently than where UK consumer price inflation is headed in the medium term.
Peter Elston
Nov 1, 20213 min read
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No Health Without Wealth
While it is essential that we protect the integrity of health services, it is equally important that we stop what will undoubtedly be...
Peter Elston
May 1, 20203 min read
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The Price of Safety
The University of Cambridge’s Centre for the Study of Existential Risks conducts research in three areas: risks associated with...
Peter Elston
Apr 1, 20203 min read
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A Review of 2017 and Outlook for 2018
All three of our funds have been blowing passive multi-asset funds out of the water based on volatility adjusted returns for five years...
Peter Elston
Jan 1, 20185 min read
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Three Lessons from Value Investing
This is my fourth and final piece on value investing. Next year’s four will be on the topic of behavioural investing. In light of Richard...
Peter Elston
Nov 1, 20174 min read
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How to Protect your Portfolio
My framework for thinking about asset allocation and thus portfolio protection is based around business cycle analysis. It is well...
Peter Elston
Aug 1, 20173 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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