Peter ElstonJul 19, 20223 minMacroThe Age of ScarcityThe developed world has had it good for too long
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 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 ElstonAug 1, 20184 minMarketsReview and OutlookEquity markets were generally strong in July, as investors appeared to shrug off fears of a global trade war. US and Eurozone equities...