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The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More




Peter Elston
- Jul 22, 2022
- 5 min
Is Gold Still Precious?
The outlook for gold in the context of its long-term price trend
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Peter Elston
- Nov 1, 2021
- 3 min
Boiling Frogs
There is no bigger question for investors currently than where UK consumer price inflation is headed in the medium term.
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Peter Elston
- May 1, 2020
- 3 min
No Health Without Wealth
While it is essential that we protect the integrity of health services, it is equally important that we stop what will undoubtedly be...
50


Peter Elston
- Apr 1, 2020
- 3 min
The Price of Safety
The University of Cambridge’s Centre for the Study of Existential Risks conducts research in three areas: risks associated with...
120

Peter Elston
- Jan 1, 2018
- 5 min
A Review of 2017 and Outlook for 2018
All three of our funds have been blowing passive multi-asset funds out of the water based on volatility adjusted returns for five years...
20


Peter Elston
- Nov 1, 2017
- 4 min
Three Lessons from Value Investing
This is my fourth and final piece on value investing. Next year’s four will be on the topic of behavioural investing. In light of Richard...
20


Peter Elston
- Aug 1, 2017
- 3 min
How to Protect your Portfolio
My framework for thinking about asset allocation and thus portfolio protection is based around business cycle analysis. It is well...
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