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Investing

Posts in this category are about the fund management industry, active and passive investing, value investing, smart beta, investment philosopy, investor behaviour etc.

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1 Nov 2016

US Election – a Dangerous Distraction

As I write this Donald Trump has just been declared president and I congratulate him on playing a blinder of a hand. Let’s hope he can...

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30 Jul 2016

Navigating a Low Growth World

While it is far from clear what its long term impact will be, Britain’s vote to leave the EU has shone a light on the growth problems in...

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18 May 2016

Pub Club: Peter Elston, Seneca Investment Managers

The below article was published in Citywire on 19 May 2016 by Ted Monrow ‘Prediction is very difficult, especially if it’s about the...

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30 Sept 2016

Citywire Investment Committee No.1

At Seneca we have a five-year investment time horizon so our views don’t tend to change very often. I have little doubt that when I write...

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30 Jun 2016

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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30 Apr 2016

What is the Best Diversification Strategy in Uncertain Times?

It is a tricky question, because safe-haven assets such as developed market government bonds are expensive, so owning them relies on them...

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31 Jul 2016

A Proposal for the British Government

I have a proposal for the British government. It’s not complicated: sell vast quantities of 50-year debt and buy vast quantities of UK...

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31 May 2016

Active Management and the Problem with “Passive”

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. My attention was...

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30 Apr 2016

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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