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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Active Management and the Problem with “Passive”
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. My attention was...
Peter Elston
May 31, 20165 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
Mar 31, 20165 min read
Active Managers will Have to Get Smarter to Beat Smart Beta
Schroders’ head of investment Peter Harrison is correct in thinking that “it is going to be tough over the next five years for the asset...
Peter Elston
Aug 31, 20143 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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