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




Peter Elston
- Jan 1, 2022
- 4 min
Clear and Present Danger
At the time of writing, global equities are up around 17% in US dollars year to date. Sterling weakness has added a further 3 percentage...
160


Peter Elston
- Dec 1, 2019
- 3 min
The Liquid Illiquid Solution
There is little doubt that low interest rates have been causing savers and investors difficulties in recent years. In decades past, not...
30


Peter Elston
- Jun 1, 2019
- 3 min
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...
50


Peter Elston
- Oct 1, 2018
- 3 min
Inflation Warning Flashes Red
Renowned economist Milton Friedman wrote: “Inflation is a disease, a dangerous and sometimes fatal disease, a disease that if not checked...
30

Peter Elston
- Aug 1, 2018
- 5 min
Am I Right to Worry About Higher Inflation?
Am I right to worry about higher inflation? Followers of our funds and my writing will know that we have been reducing risk in...
140
bottom of page