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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Multi-Asset Value Investing
This article is about the new investment process that was introduced while I was chief investment officer at Seneca Investment Managers,...
Peter Elston
Sep 1, 20173 min read
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Fund Performance Following the Brexit Vote
Since the referendum, our funds have slipped down the peer group rankings. This does not mean that their absolute performance has been...
Peter Elston
Jul 1, 20165 min read
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Introduction of New Investment Process – One Year On
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Our new...
Peter Elston
May 1, 20169 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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