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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Value Investing is Not the Same Thing as Value Indices
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. I’m thinking...
Peter Elston
Dec 1, 20164 min read
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A Run of the Mill Attitude is No Way to Invest
I don't like exchange-traded funds (ETFs) or, more precisely, the way they are being used. "I doubt such a company would last long" ETFs...
Peter Elston
Jul 1, 20093 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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