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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Key Questions in the Aftermath of the Brexit Vote to Leave
There is much that can be written about the referendum result. Indeed, much already has been. I shall try to keep this simple and focus...
Peter Elston
Jul 1, 20166 min read
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2016 Investment Outlook
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. This investment...
Peter Elston
Jan 1, 201612 min read
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A Goldilocks Environment for Equities
We may yet be proved wrong but it is starting to look as if our call that we were not heading into a more pronounced period of equity...
Peter Elston
Nov 1, 20152 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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