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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
The Price of Safety
The University of Cambridge’s Centre for the Study of Existential Risks conducts research in three areas: risks associated with...
Peter Elston
Apr 1, 20203 min read
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Will an Algorithm Replace Me?
I was presenting at a multi-asset investing conference recently and during the Q&A was asked, “Will you be replaced by an ‘algo’?” My...
Peter Elston
Nov 1, 20183 min read
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Three Lessons from Value Investing
This is my fourth and final piece on value investing. Next year’s four will be on the topic of behavioural investing. In light of Richard...
Peter Elston
Nov 1, 20174 min read
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Is a Computer Going to Steal my Job as a Fund Manager?
Question: what is significant about the dates February 1996, October 2015 and January 2017? Answer: these were the dates on which, for...
Peter Elston
Apr 1, 20176 min read
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Active Managers will Have to Get Smarter to Beat Smart Beta
Schroders’ head of investment Peter Harrison is correct in thinking that “it is going to be tough over the next five years for the asset...
Peter Elston
Sep 1, 20143 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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