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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Don’t Tar All Actives With the Same Brush
The active versus passive management debate is intensifying. In FTfm the two sides have traded increasingly hostile blows, with the most...
Peter Elston
May 1, 20103 min read
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Asian Manufacturers Continue to Impress
Growing up in Britain as I did in the 60s and 70s, one remembers only too well the unhappiness and upheaval that resulted from the demise...
Peter Elston
Aug 1, 20094 min read
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Unconvinced by the Dismal Science
Recently I was passed an article written in 1991 by the late Isaac Asimov about economics. Asimov, a polymath best known for his science...
Peter Elston
Apr 1, 20094 min read
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Any Successor to The Oracle Needs Promethean Vision
It lacks the hype that surrounds the release of a new Harry Potter novel, but as a free source of investment insight, Berkshire...
Peter Elston
Apr 1, 20074 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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