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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
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Humility and Hubris
A few years ago, I attended a talk by a professional sports bettor. The aim of the talk was to explain the differencebetween professional...
Peter Elston
Jan 1, 20203 min read
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Hubris is the Greatest Challenge
I am not exactly sure how I have ended up as a chief investment officer. Looking forward at the investment landscape, I generally only...
Peter Elston
Jun 1, 20183 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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