Peter ElstonAug 1, 20203 minMacroPick Out Persistent ThemesTo invoke US conglomerate Berkshire Hathaway’s vice chairman Charlie Munger: if investing is not thematic, what the hell is it? Here is...
Peter ElstonDec 1, 20193 minMarketsThe Liquid Illiquid SolutionThere is little doubt that low interest rates have been causing savers and investors difficulties in recent years. In decades past, not...
Peter ElstonJun 1, 20193 minMacroAn Unwelcome ComebackIn last month’s column I wrote about the yield curve – the difference between long-term and short-term interest rates – and how its...
Peter ElstonFeb 1, 20183 minMonthly Review and OutlookJanuary on the whole saw economic data releases that were consistent with key economies either having entered expansion phase or...
Peter ElstonSep 1, 20163 minMacroAn Interesting Essay by San Francisco Fed President, John Williams Having written about secular stagnation and the natural rate of interest in my August letter, it was interesting to see San Francisco Fed...
Peter ElstonApr 1, 20164 minEM Growth Needs to Recover to Pre-Crisis LevelsThe volume of opinion surrounding emerging markets can, at times, seem deafening. For simplicity’s sake, I will discuss just two key...
Peter ElstonJan 1, 201612 min2016 Investment OutlookFrom Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. This investment...
Peter ElstonJul 1, 20134 minThe Evolution of Multi-Asset FundsTo understand why multi-asset funds have evolved it is vital to understand two key things about traditional balanced funds: first, how...