Just How Risky Are Equities?
In my last blog I made a very simple point, namely that the low or negative real interest rates that prevail currently across the...
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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
- Apr 1, 2016
- 5 min
Multi-Asset and the Changing Nature of Asset Allocation
Financial advisers will be only too aware that the difference between a comfortable retirement and an uncomfortable one is almost too...
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Peter Elston
- Apr 1, 2016
- 1 min
What does Proper Portfolio Diversification Look Like?
It’s a tricky question, because safe haven assets such as developed market government bonds are expensive, so owning them relies on them...
20
Peter Elston
- Apr 1, 2016
- 5 min
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...
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Peter Elston
- Feb 1, 2016
- 2 min
Specialist Investment Vehicles hold Key to 'Decent Yields'
If you buy the 30-year inflation protected gilt today and hold it to maturity you are guaranteed to lose 24% of your real capital. Where...
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Peter Elston
- Feb 1, 2016
- 4 min
Just How Risky are Bonds?
In my last blog I wrote about how volatility is a poor measure of risk, by considering the general attributes of both equities and bonds....
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Peter Elston
- Nov 1, 2015
- 4 min
Why equities are less risky than bonds
Here’s a question. From November 1940 to September 1981, the annualised standard deviation of real returns from US long dated bonds was...
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Peter Elston
- Aug 1, 2015
- 2 min
Introducing 'Multi-Asset Value Investing'
We have introduced an explicit value-oriented approach to our investment process. We think multi-asset value investing is both new and...
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Peter Elston
- Aug 1, 2015
- 4 min
Are ‘Safe Havens’ Really That Safe?
In recent years there have been a number of complaints against advisers in which the Financial Ombudsman Service has ruled that the...
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Peter Elston
- Jun 1, 2015
- 5 min
Fear of Equities
Every now and again I feel the need to wonder why people are so scared of equities, in light of how stable dividend distributions are...
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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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Peter Elston
- Jul 1, 2013
- 4 min
The Evolution of Multi-Asset Funds
To understand why multi-asset funds have evolved it is vital to understand two key things about traditional balanced funds: first, how...
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Peter Elston
- Jul 1, 2013
- 7 min
Back to Basics: The Foundations of Multi-Asset Investing
The concept of multi-asset investing is not new, based as it is on allocating across various asset classes, such as equities, fixed...
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Peter Elston
- Jul 1, 2013
- 8 min
Make Your Move with Multi-Asset Investing
The concept of multi-asset investing has existed for many years, and many investors hold multi-asset funds in their retirement portfolio....
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Peter Elston
- Sep 1, 2010
- 4 min
Study Finds Good Predictor of Fund Performance
Is it possible to find a simple measure that identifies skilful active managers and thus funds that will produce good returns?...
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Peter Elston
- Jan 1, 2010
- 8 min
8 Myths of Global Investing
At Aberdeen we believe there is enormous scope to enhance returns through global investment. To some, this has meant allocating funds...
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Peter Elston
- Dec 1, 2009
- 3 min
The Long-Term Benefits of Equities
It makes sense to me that stocks should produce good real returns over time. A corporation is a clever mix of all the factors of...
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Peter Elston
- Jun 1, 2008
- 4 min
8 Pearls of Investment Wisdom
The financial world is a confusing place at the best of times. But with the current uncertainty in markets there may be a particular need...
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Peter Elston
- Aug 1, 2007
- 4 min
Why There’s No Market Turmoil on Vulcan
It is hard to think of something to say about the recent upheaval in world financial markets that hasn't already been said either this...
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Peter Elston
- Apr 1, 2007
- 4 min
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...
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