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The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More


SCMP: Fasten your seat belts, it’s going to be a bumpy ride
My note: it was a bit embarrassing to be called one of 'smartest financial minds in the market' as I certainly, and perhaps clearly,...
Peter Elston
Feb 28, 20107 min read
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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...
Peter Elston
Jan 1, 20108 min read
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Asia-ex-Japan Equities Outlook
The immediate outlook for Asia ex Japan equities may turn on today's low interest rate policies. In the short term we think these could...
Peter Elston
Jan 1, 20103 min read
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Investing in Commodities – BHP Billiton
Foreign companies wishing to conduct business in China often face difficulties. Problematic labour relations, theft of intellectual...
Peter Elston
Jan 1, 20103 min read
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The Long-Term Benefits of Equities
It makes sense to me that stocks should produce good real returns over time. A corporation is a clever mix of all the factors of...
Peter Elston
Dec 1, 20093 min read
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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...
Peter Elston
Oct 1, 20095 min read
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Big Asian Companies Brimming with Eastern Promise
As we approached the one-year anniversary of the collapse of Lehman Brothers memories of that fateful event last year have faded fast....
Peter Elston
Aug 31, 20093 min read
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Asian Manufacturers Continue to Impress
Growing up in Britain as I did in the 60s and 70s, one remembers only too well the unhappiness and upheaval that resulted from the demise...
Peter Elston
Jul 31, 20094 min read
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Seacrest versus Sachs
To imply that Ryan Seacrest's $45 million three year American Idol deal announced last Monday is as obscene as Goldman's $3.4 billion...
Peter Elston
Jul 1, 20092 min read
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Krugman's Arrogance
I'm delighted that I have no formal training in economics as it means I can enjoy it as a keen amateur. Economics, it seems, is about...
Peter Elston
Jun 30, 20096 min read
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A Run of the Mill Attitude is No Way to Invest
I don't like exchange-traded funds (ETFs) or, more precisely, the way they are being used. "I doubt such a company would last long" ETFs...
Peter Elston
Jun 30, 20093 min read
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How to Recapitalise Banks
As Bernanke pointed out, the problem with deflation is that you can't have negative interest rates, as people would withdraw their...
Peter Elston
Jun 30, 20091 min read
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Fundsupermart: Time to Be Brave
From Fundsupermart magazine PETER ELSTON, Asia Strategist for Aberdeen Asset Management, has been in the business for a long time. We...
Peter Elston
Jun 30, 20098 min read
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Why Bernanke Wants to Keep Responsibility for Consumer Protection at The Fed
Why is Bernanke so keen that responsibility for consumer protection be kept at the Fed? Presumably, with millions of consumers in a...
Peter Elston
Jun 30, 20091 min read
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Pinning my Colours to the Mast
I've been thinking about starting a blog for a while but Goldman Sach's obscene second quarter results have finally got me off my...
Peter Elston
Jun 29, 20093 min read
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Unconvinced by the Dismal Science
Recently I was passed an article written in 1991 by the late Isaac Asimov about economics. Asimov, a polymath best known for his science...
Peter Elston
Mar 31, 20094 min read
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The Benefits of a Monthly Investment Plan
With stock markets plummeting over the last year and a half and the fear of losing our job hanging over us, how is it possible to think...
Peter Elston
Mar 1, 20095 min read
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Is Cash Really King?
On October 17 Warren Buffett wrote in The New York Times that “equities will almost certainly outperform cash over the next decade,...
Peter Elston
Nov 1, 20084 min read
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Trouble in Asia
Overview What is going on in Asia? Stock markets in the region have fallen much more than those in developed markets, and yet economic...
Peter Elston
Aug 1, 20085 min read
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It Pays to Keep an Eye on Yield
I sometimes wonder if it is a little odd to get as excited as I do about dividends. Asia is about growth, people say. Why on earth would...
Peter Elston
Jun 1, 20085 min read
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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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