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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Do Not Let Your Comfortable Retirement Slip Away
Now is the time for a truly bold asset allocation
Peter Elston
Jan 6, 20236 min read
An Open and Shut Case
Closed-ended funds – investment trusts – are wonderful structures. So, too, are open-ended funds – OEICs, short for open-ended investment...
Peter Elston
Apr 1, 20213 min read
A Diversified Approach to Income Can Pay Dividends
Income continues to be the principal concern for many investors in the UK - both in the run-up to and throughout retirement. Reinvested...
Peter Elston
Apr 1, 20194 min read
Active Versus Passive: is it Different for Multi-Asset?
I have noted in my investment letters that in the multi-asset space, funds tend to do better in relation to their passive equivalents...
Peter Elston
Oct 1, 20183 min read
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,...
Peter Elston
Sep 1, 20173 min read
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,...
Peter Elston
Mar 1, 20173 min read
Preparing for the Impending End of the Bond Bull Market
I know I bang on about this, but value investing is about so much more than buying low price-to-earnings or low price-to-book stocks....
Peter Elston
Mar 1, 20175 min read
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...
Peter Elston
Jan 1, 20172 min read
Tactical Asset Allocation and the Business Cycle
I recently came across a paper written in 2008 by Robeco’s Pim van Vliet and David Blitz entitled Dynamic Strategic Asset Allocation:...
Peter Elston
Jan 1, 20174 min read
Multi-Asset Outlook
Equities As with emerging market debt and high yield, we are generally at that point in the cycle when equities can continue to make...
Peter Elston
Dec 1, 20163 min read
Why Value Investors Don’t Have to Restrict Themselves to Cheap Stocks
I’m thinking about launching a smart beta ETF called the “Smart Alpha Smart Beta ETF”. It would invest only in shares that go up. At the...
Peter Elston
Dec 1, 20164 min read
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...
Peter Elston
May 1, 20169 min read
Is Multi-Asset a Gimmick?
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. During a break...
Peter Elston
Apr 1, 20165 min read
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...
Peter Elston
Apr 1, 20165 min read
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...
Peter Elston
Apr 1, 20165 min read
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...
Peter Elston
Sep 1, 20138 min read
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...
Peter Elston
Jul 1, 20134 min read
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...
Peter Elston
Jul 1, 20137 min read
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....
Peter Elston
Jul 1, 20138 min read
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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