Peter ElstonFeb 1, 20198 minMacroIs 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....
Peter ElstonFeb 1, 20195 minMarketsWas 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...
Peter ElstonJan 1, 20193 minInvestingAdvice for the Asset AllocatorI think I have one of the best jobs in the world: essentially, to predict the future – the future course of, for example, inflation and...
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 ElstonOct 1, 20183 minInvestingReducing Equity TargetsFrom Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Last year we...
Peter ElstonAug 1, 20183 minInvestingIt’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...
Peter ElstonAug 1, 20185 minMacroAm 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...
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...