top of page
INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
An Unwelcome Comeback
In last month’s column I wrote about the yield curve – the difference between long-term and short-term interest rates – and how its...
Peter Elston
May 31, 20193 min read
Secular Stagnation? Or the Optimistic View?
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Since the Great...
Peter Elston
Apr 30, 20185 min read
Secular Stagnation and the Natural Rate of Interest
One of the most interesting features of global financial markets over the last 20 years has been the inexorable decline in long-term real...
Peter Elston
Jul 31, 20163 min read
Key Questions in the Aftermath of the Brexit Vote to Leave
There is much that can be written about the referendum result. Indeed, much already has been. I shall try to keep this simple and focus...
Peter Elston
Jun 30, 20166 min read
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
bottom of page