Peter ElstonJan 1, 20197 minMacro2019 Investment OutlookFrom Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. 2018 was looking...
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 ElstonNov 1, 20173 minMacro and Markets MonthlyThere were few signs during the month of October that the global economic improvement of late was starting to stutter. Labour markets in...
Peter ElstonJul 1, 20174 minInvestingPreparing for the Next DownturnFrom Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. The whole point...
Peter ElstonMay 1, 20162 minEmployment WatchUnemployment rates across the developed world have continued to improve (see chart 3). There seems to have been some fall in the rate of...
Peter ElstonApr 1, 20161 minEmployment WatchUnemployment in most regions remains above what might be considered full employment though we are getting close in the US and the UK. In...