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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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Was 2018 the Start of the Next Bear Market?
2018 was looking all fine and dandy up until the beginning of October. Equity markets, though having been driven by a small number of...
Peter Elston
Feb 1, 20195 min read
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2019 Investment Outlook
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. 2018 was looking...
Peter Elston
Jan 1, 20197 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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Inflation Watch
Core inflation rates in the developed world have been fairly stable in recent months at around the 1.3% per annum level (see Chart 1)....
Peter Elston
Jun 1, 20162 min read
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Inflation Watch
There are very tentative signs of improvement in inflation numbers around the world (improvement could mean it either rising if it is too...
Peter Elston
Feb 1, 20162 min read
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Inflation Watch
Overall, inflation pressures in the developed world and in key emerging markets remain very weak. This means that monetary policy will...
Peter Elston
Nov 1, 20151 min read
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Investors Should not Ignore the Deflation Threat
The spectre of deflation is once again looming, with Bank of England governor Mark Carney refusing to rule it out in the UK in the coming...
Peter Elston
Jan 1, 20153 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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