Peter ElstonNov 1, 20164 minMacroUS Election – a Dangerous DistractionAs 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...
Peter ElstonOct 1, 20163 minInvestingCitywire Investment Committee No.1At 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...
Peter ElstonAug 1, 20163 minInvestingA Proposal for the British GovernmentI have a proposal for the British government. It’s not complicated: sell vast quantities of 50-year debt and buy vast quantities of UK...
Peter ElstonJul 31, 20164 minInvestingNavigating a Low Growth WorldWhile 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...
Peter ElstonJul 1, 20165 minInvestingFund Performance Following the Brexit VoteSince the referendum, our funds have slipped down the peer group rankings. This does not mean that their absolute performance has been...
Peter ElstonJun 1, 20165 minInvestingActive 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...
Peter ElstonMay 19, 20163 minInvestingPub Club: Peter Elston, Seneca Investment ManagersThe below article was published in Citywire on 19 May 2016 by Ted Monrow ‘Prediction is very difficult, especially if it’s about the...
Peter ElstonMay 1, 20161 minInvestingWhat 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...
Peter ElstonMay 1, 20169 minInvestingIntroduction of New Investment Process – One Year OnFrom Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Our new...