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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Grin And Bear It
Signs point to the start of a bond bear market Since their peak on 4 August 2020, long duration Treasuries are down 40% in real terms....
Peter Elston
May 29, 20224 min read
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Bad and Ugly: The Two Types Of Inflation
Next week I will post my latest What Investment magazine column in which I wrote about the difference between cyclical and structural...
Peter Elston
May 27, 20222 min read
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It's Time to Start Thinking in Real Terms
There are two effects of high inflation. The first is one that we have in recent weeks and months become brutally aware of, namely its...
Peter Elston
May 25, 20222 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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