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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
The Age of Scarcity
The developed world has had it good for too long
Peter Elston
Jul 19, 20223 min read
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Is a Recession Imminent?
This month, I write about our funds’ current (tactical) asset allocation positioning in the context of my macro outlook and market views....
Peter Elston
Feb 1, 20198 min read
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2019 Investment Outlook
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. 2018 was looking...
Peter Elston
Jan 1, 20197 min read
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Review and Outlook
Equity markets were generally strong in July, as investors appeared to shrug off fears of a global trade war. US and Eurozone equities...
Peter Elston
Aug 1, 20184 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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