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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
It's About the Long Term, Stupid
Bill Miller’s 15-year streak of beating the S&P 500 index is finally over. When the end came it was big. His fund, the US$ 21 billion...
Peter Elston
Feb 1, 20074 min read
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Think Before You Invest – Overconfidence is a Killer
In a November 2005 report, James Montier, the maverick global equities strategist for investment bank Dresdner Kleinwort Wasserstein in...
Peter Elston
Oct 1, 20064 min read
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Too Many Eggs in Investment Baskets
Everyone knows that diversification reduces risk. Except, of course, when it doesn't. It took the world some time to notice...
Peter Elston
Sep 1, 20064 min read
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Mutual Funds: Watch out for Flapping Feet
Most of us know of the proverbial swan, sailing seemingly serenely across the surface of a lake, while obscured by the water its legs...
Peter Elston
Aug 1, 20063 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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