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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Jun 21, 20224 min read
Do Trends Exist?
It's not about cycles and trends, but pattern and randomness
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Peter Elston
Mar 1, 20223 min read
The Mother of All Themes
Understanding the basic science behind man-made climate change can give investors an edge. However, for the non-expert.
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Peter Elston
Aug 31, 20203 min read
What is a Technology Business?
Our ancestor who made the first stone tool, perhaps as long as three million years ago, set in motion one of the most enduring of...
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Peter Elston
Jul 31, 20203 min read
Pick Out Persistent Themes
To invoke US conglomerate Berkshire Hathaway’s vice chairman Charlie Munger: if investing is not thematic, what the hell is it? Here is...
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Peter Elston
Feb 1, 20193 min read
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...
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Peter Elston
Nov 1, 20154 min read
Healthcare Stocks are Sniffing, but They will Get Better
Healthcare stocks have certainly caught a nasty cold recently. Investors have fled as if they fear an infection. But as with humans, so...
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Peter Elston
Jun 30, 20156 min read
For the Love of Charts
I like charts. This month I take a look at MSCI’s major global sectors and see if there is anything that can be learned from what has...
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Peter Elston
Jan 1, 20108 min read
8 Myths of Global Investing
At Aberdeen we believe there is enormous scope to enhance returns through global investment. To some, this has meant allocating funds...
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Peter Elston
Oct 1, 20095 min read
Emerging Markets are our Future
What will the world look like in 2050? Any credible answer to this question must, of course, be as complex as the question itself is...
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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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