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The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More


An Unwelcome Comeback
In last month’s column I wrote about the yield curve – the difference between long-term and short-term interest rates – and how its...
Peter Elston
Jun 1, 20193 min read
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The Road Ahead
Last month’s column was about predicting financial markets over the medium term. This month I thought it would be fun to look much...
Peter Elston
Feb 1, 20193 min read
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Captain Murphy’s Diary
Murphy’s Law says that what can go wrong, will go wrong. It is thought to be named after Captain Ed Murphy, an aircraft engineer who,...
Peter Elston
Dec 1, 20153 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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