Peter ElstonNov 1, 20203 minMacroAsia is for Long-Term InvestorsAsia Pacific countries excluding Japan comprise 13% of the MSCI All Country World index. Given that they account for over 50% of the...
Peter ElstonMar 1, 20183 minMonthly Review and OutlookFebruary will be remembered for the sharp fall in equity markets across the world at the beginning of the month. Our view was at the time...
Peter ElstonFeb 1, 20183 minMonthly Review and OutlookJanuary on the whole saw economic data releases that were consistent with key economies either having entered expansion phase or...
Peter ElstonJun 1, 20162 minInflation WatchCore inflation rates in the developed world have been fairly stable in recent months at around the 1.3% per annum level (see Chart 1)....
Peter ElstonApr 1, 20161 minInflation WatchAs anticipated, inflation turning negative in the Eurozone in February did indeed prompt drastic action by the ECB, which announced a...
Peter ElstonJan 1, 201612 min2016 Investment OutlookFrom Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. This investment...
Peter ElstonDec 1, 20143 minJust What is Going On with Japan?As misses go, it was as bad as Chris Waddle's at World Cup '90. I am referring of course to economists' estimates of Japan's third...