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Peter Elston
Nov 1, 2020
3 min read
Macro
Asia is for Long-Term Investors
Asia Pacific countries excluding Japan comprise 13% of the MSCI All Country World index. Given that they account for over 50% of the...
Peter Elston
Jun 1, 2008
4 min read
China Olympics Provides the Perfect Distraction
China means Central Country and it has certainly been living up to its name whether as an economic powerhouse or as host for the...
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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