Vanguard Doubles Down
The passive fund behemoth refuses to consider possibility that inflation will remain high
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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
- Nov 4, 2022
- 6 min
Is Vanguard In Denial?
The manager of the huge passive balanced fund range is clearly conflicted
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Peter Elston
- Oct 20, 2022
- 1 min
Citywire: Wealth Managers May Need A Complete Rethink
My latest piece, published in Citywire, takes aim at balanced and risk-rated funds
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Peter Elston
- Sep 28, 2022
- 3 min
Carnage
If you enjoy reading this blog, please leave a star rating on WealthTender. Thank you! The ramifications of the big fall in Gilts will be...
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Peter Elston
- Aug 26, 2022
- 4 min
OK, But What Do The Patterns Actually Mean?
Patterns in financial markets relate to human behaviour, the business cycle, and longer inflation cycles
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Peter Elston
- Aug 22, 2022
- 6 min
A Statistical Appraisal Of Bond And Equity Behaviour
Bonds and equities exhibit fundamentally different patterns
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Peter Elston
- Aug 3, 2022
- 3 min
Where Are We In The Cycle?
A reminder about what empirical research tells us about business cycle phases and asset class returns
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Peter Elston
- Jul 27, 2022
- 6 min
Prediction Machines
It's easy to make predictions but making them useful is another thing all together
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Peter Elston
- May 29, 2022
- 4 min
Grin And Bear It
Signs point to the start of a bond bear market Since their peak on 4 August 2020, long duration Treasuries are down 40% in real terms....
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Peter Elston
- May 26, 2022
- 2 min
Misunderstanding About Inflation-Linked Bonds
There is a widespread misunderstanding about inflation-linked bonds, namely that they protect against inflation. They don't. At least not...
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