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...
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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
- Jan 1, 2019
- 4 min
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...
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Peter Elston
- May 1, 2018
- 3 min
Investment Markets are There to Make you Look Stupid
When you make a decision to buy something, whether a stock, a fund, an ETF or a passive fund, you impose on yourself a second decision,...
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Peter Elston
- Feb 1, 2018
- 4 min
My Framework for Tactical Asset Allocation
My framework for tactical asset allocation is based on business cycle analysis and the documented findings that asset classes tend to...
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Peter Elston
- Feb 1, 2018
- 3 min
Tactical Asset Allocation Framework
My first piece about asset allocation set out my framework for both strategic asset allocation and tactical asset allocation, as well as...
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Peter Elston
- Dec 29, 2017
- 6 min
Professional Adviser: Loud and Clear
My note: this piece was written by Julian Marr and captures nicely many of my beliefs about multi-asset investing and investing more...
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Peter Elston
- Oct 1, 2017
- 3 min
Applying a Value-Oriented Approach to Asset Allocation
We employ two types of asset allocation: strategic and tactical. The strategic asset allocation for a particular fund represents the...
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Peter Elston
- Oct 1, 2017
- 6 min
Five Points about Active Management in the Multi-Asset Space
I was presenting a slide deck entitled ‘The Art and Science of Multi-Asset Investing’ at five venues across the country recently, as part...
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Peter Elston
- Sep 1, 2017
- 3 min
Multi-Asset Value Investing
This article is about the new investment process that was introduced while I was chief investment officer at Seneca Investment Managers,...
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Peter Elston
- Sep 1, 2017
- 1 min
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...
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Peter Elston
- Aug 1, 2017
- 4 min
An Attack on Poor Active Management
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. I abhor poor...
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Peter Elston
- Aug 1, 2017
- 1 min
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...
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Peter Elston
- Jul 1, 2017
- 4 min
Preparing for the Next Downturn
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. The whole point...
30
Peter Elston
- Mar 1, 2017
- 3 min
Value Investing, Whatever the Fashion
This article is about the new investment process that was introduced while I was chief investment officer at Seneca Investment Managers,...
130
Peter Elston
- Jan 1, 2017
- 2 min
A Review of my 2016 Investment Outlook
This time last year I wrote, “We believe on balance that the world will continue to grow in 2016, that equity market valuations by and...
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Peter Elston
- May 1, 2016
- 9 min
Introduction of New Investment Process – One Year On
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Our new...
60
Peter Elston
- Feb 1, 2014
- 6 min
The Seven Deadly Sins of Multi-Asset Investing
Investing is an activity that’s rife with opportunity to fall into bad habits, be led astray or make decisions for the wrong reasons....
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Peter Elston
- Sep 1, 2013
- 4 min
Learning the language: Terms and Taxonomy of Multi-Asset Funds
Just like in any industry, the world of investing has its own particular terminology and taxonomy. Nowhere is this more apparent than in...
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Peter Elston
- Sep 1, 2013
- 7 min
Intelligent Investing
Intelligent investing is not necessarily easy, but that doesn’t mean it has to be complex. There are significant returns to be made if...
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Peter Elston
- Sep 1, 2013
- 8 min
Multi-Asset Funds: The Great All-Rounders
In this article I take us a step further and show how to choose a multi-asset fund, explain the importance of asset allocation, and look...
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