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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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Sep 30, 20163 min read
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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Peter Elston
Jul 31, 20163 min read
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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Peter Elston
Jul 30, 20164 min read
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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Peter Elston
Jun 30, 20165 min read
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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Peter Elston
May 31, 20165 min read
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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Peter Elston
May 18, 20163 min read
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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Peter Elston
Apr 30, 20161 min read
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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Peter Elston
Apr 30, 20169 min read
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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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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