Capital Growth is Key to Finding Income in a Zero-Inflation Era
Whether because of covid-19 or otherwise, the quest for yield has in recent times been strewn with casualties. Where and how can...
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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
- Jul 1, 2020
- 3 min
Is Dividend Investing Dead?
In general, stocks that pay out as dividends either nothing or a low portion of profits have, in recent years, been outperforming those...
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Peter Elston
- Apr 1, 2019
- 4 min
A Diversified Approach to Income Can Pay Dividends
Income continues to be the principal concern for many investors in the UK - both in the run-up to and throughout retirement. Reinvested...
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Peter Elston
- Apr 1, 2018
- 4 min
A Timely Reminder
As the current global business cycle matures, I thought it might be an opportune moment to revisit one of the basic but counterintuitive...
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Peter Elston
- Sep 1, 2017
- 3 min
Multi-Asset Value Investing
This article is about the new investment process that was introduced while I was chief investment officer at Seneca Investment Managers,...
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Peter Elston
- Sep 1, 2017
- 2 min
The Case for UK Growth
In his 1992 Chairman’s Letter, Warren Buffett wrote that the investment approaches ‘value’ and ‘growth’ are “joined at the hip”. In many...
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Peter Elston
- Jun 1, 2017
- 3 min
Beware Dividend Concentration Among UK Large Caps
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Much has been...
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Peter Elston
- Sep 1, 2016
- 3 min
How Risky are Specialist Funds?
So far in this series of quarterly blog posts on the subject of investment risk, I have covered risk in general, the risks of equities...
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Peter Elston
- Aug 1, 2016
- 3 min
A Proposal for the British Government
I have a proposal for the British government. It’s not complicated: sell vast quantities of 50-year debt and buy vast quantities of UK...
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Peter Elston
- May 1, 2016
- 4 min
Just How Risky Are Equities?
In my last blog I made a very simple point, namely that the low or negative real interest rates that prevail currently across the...
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Peter Elston
- May 1, 2016
- 1 min
Our Current Exposure to the US
Our exposure to US equities has been fairly light for some time, a position that on the face of it hasn’t worked for us. US equities are...
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Peter Elston
- Feb 1, 2016
- 6 min
Outlook for Equities
It is possible that we are now in an environment in which the falls in markets since last summer, particularly those in early December...
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Peter Elston
- Jun 1, 2008
- 5 min
It Pays to Keep an Eye on Yield
I sometimes wonder if it is a little odd to get as excited as I do about dividends. Asia is about growth, people say. Why on earth would...
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