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Seneca: Peter Elston: Investment Letter
Jan 29, 2019
As itís the beginning of the year, this monthís letter will focus on the investment performance over the last year of our three public funds, as well as performance over longer periods. Below are tables summarising both fund and sector performance. more...
Seneca: Krippner revisited
Dec 17, 2018
In my January 2016 investment letter, I wrote about some interesting but little-heard-of research by Dr Leo Krippner at the Reserve Bank of New Zealand on the subject of quantitative easing. It was therefore nice to see that he had received a Central Banking Award for Economics last year in relation to this work1. more...