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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Review of 2018 Fund Performance
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. As it’s the...
Peter Elston
Jan 1, 20194 min read
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A Review of 2017 and Outlook for 2018
All three of our funds have been blowing passive multi-asset funds out of the water based on volatility adjusted returns for five years...
Peter Elston
Jan 1, 20185 min read
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More Great News
Following the announcement about two awards in my last letter, this month we have been shortlisted for another one. This time, our...
Peter Elston
Sep 1, 20171 min read
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The Big Issues with 'Absolute Return Funds'
The three funds my team manage are all multi-asset, investing in equities, bonds, and specialist investment trusts that themselves invest...
Peter Elston
Sep 1, 20174 min read
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Awards Announcement
We have been shortlisted for two awards – Multi-Asset Manager of the Year and Investment Boutique of the Year. I am very proud of my...
Peter Elston
Aug 1, 20171 min read
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Fund Performance Following the Brexit Vote
Since the referendum, our funds have slipped down the peer group rankings. This does not mean that their absolute performance has been...
Peter Elston
Jul 1, 20165 min read
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Is Multi-Asset a Gimmick?
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. During a break...
Peter Elston
Apr 1, 20165 min read
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The Relevance of Multi-Asset Investing
We all know that the difference between a comfortable retirement and an uncomfortable one is almost too huge to contemplate. And yet you...
Peter Elston
Apr 1, 20165 min read
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Citywire Room 101: What Bothers Me?
Investment: I have a love/hate relationship with my industry. What I love about it is the fact that, as in sport, there is no argument...
Peter Elston
Feb 1, 20161 min read
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A Review of 2015
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. As we approach...
Peter Elston
Dec 1, 20154 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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