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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Mar 1, 20172 min read
Why we are Focusing on Good Value UK Mid-Caps
I must warn readers upfront that we at Seneca are value investors, and are thus naturally sceptical about growth investing in its...
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Peter Elston
Jan 1, 20165 min read
Value versus growth – A misleading binary
The analytical framework set out by Benjamin Graham and David Dodd in 1934 was very intricate, whereas the constituents of value indices...
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Peter Elston
Nov 1, 20153 min read
Contrarian Opportunities
Thanks to Canaccord’s Alan Brierley for his slides highlighting some interesting contrarian opportunities. The four he presented were...
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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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