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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Do Trends Exist?
It's not about cycles and trends, but pattern and randomness
Peter Elston
Jun 21, 20224 min read
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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...
Peter Elston
Jan 1, 20224 min read
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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...
Peter Elston
Dec 1, 20193 min read
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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
Jun 1, 20193 min read
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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...
Peter Elston
Oct 1, 20183 min read
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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...
Peter Elston
Aug 1, 20185 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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