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The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Aug 31, 20173 min read
Multi-Asset Value Investing
This article is about the new investment process that was introduced while I was chief investment officer at Seneca Investment Managers,...
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Peter Elston
Jun 30, 20165 min read
Fund Performance Following the Brexit Vote
Since the referendum, our funds have slipped down the peer group rankings. This does not mean that their absolute performance has been...
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Peter Elston
Apr 30, 20169 min read
Introduction of New Investment Process – One Year On
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Our new...
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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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