Is a Recession Imminent?
This month, I write about our funds’ current (tactical) asset allocation positioning in the context of my macro outlook and market views....
top of page
INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
- Feb 1, 2019
- 5 min
Was 2018 the Start of the Next Bear Market?
2018 was looking all fine and dandy up until the beginning of October. Equity markets, though having been driven by a small number of...
30
Peter Elston
- Jan 1, 2019
- 3 min
Advice for the Asset Allocator
I think I have one of the best jobs in the world: essentially, to predict the future – the future course of, for example, inflation and...
90
Peter Elston
- Jan 1, 2019
- 7 min
2019 Investment Outlook
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. 2018 was looking...
30
Peter Elston
- Oct 1, 2018
- 3 min
Reducing Equity Targets
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Last year we...
00
Peter Elston
- Aug 1, 2018
- 3 min
It’s Different this Time. Really?
Just before the 1929 Wall Street crash, celebrated Yale economist Irving Fisher claimed that the stock market had reached “a permanently...
40
Peter Elston
- Aug 1, 2018
- 5 min
Am I Right to Worry About Higher Inflation?
Am I right to worry about higher inflation? Followers of our funds and my writing will know that we have been reducing risk in...
160
Peter Elston
- Jul 1, 2017
- 4 min
Preparing for the Next Downturn
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. The whole point...
30
bottom of page