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Before You Get Overly-Pessimistic
Eran Peleg, CIO December 10, 2018 The last couple of weeks/months have been tough for financial market investors. Many people have been...

Eran Peleg, CIO
Dec 10, 20181 min read


The Path to Successful SRI
Eran Peleg, CIO and Joseph Adler, Analyst December 4, 2018 “Socially responsible investing just received a big endorsement, but what it...

Eran Peleg, CIO
Dec 4, 20183 min read


Europe: Spain is not Italy
Eran Peleg, CIO November 27, 2018 Historically, Spain and Italy have been seen as two of the most problematic countries within the...

Eran Peleg, CIO
Nov 27, 20181 min read


Higher US Rates, Stronger Dollar Look Again
Eran Peleg, CIO October 3, 2018 Currencies typically strengthen as interest rates go up. Higher rates/yields on offer draw more investors...

Eran Peleg, CIO
Oct 3, 20182 min read


It Ain’t Inverted Till It’s Inverted
Eran Peleg, CIO September 13, 2018 There has been much discussion about the slope of the US yield curve. And for a good reason -- the...

Eran Peleg, CIO
Sep 13, 20181 min read


In a World Deluged by Irrelevant Information, Clarity is Power
Eran Peleg, CIO August 22, 2018 This is the brilliant opening sentence of Yuval Noah Harari’s new book, 21 Lessons for the 21st Century....

Eran Peleg, CIO
Aug 22, 20182 min read


All is Fair in Love and War
Eran Peleg, CIO August 8, 2018 Since arriving in Office, US President Trump has adopted a confrontational approach to foreign policy....

Eran Peleg, CIO
Aug 8, 20182 min read


Wealth Concentration Can Be Hazardous
Eran Peleg, CIO June 25, 2018 General Electric (GE), once the world’s most valuable company and the last 19th Century member of the Dow...

Eran Peleg, CIO
Jun 25, 20181 min read


A Balancing Act
Eran Peleg, CIO April 30, 2018 Global investors have been nervous and financial markets have been volatile. Investor concerns have...

Eran Peleg, CIO
Apr 30, 20181 min read


Something Completely Different
Eran Peleg, CIO April 4, 2018 You could have expected a completely different outcome. Given the equity market sell-off, concerns about...

Eran Peleg, CIO
Apr 4, 20181 min read


The Name is Bond…
Eran Peleg, CIO March 8, 2018 The word ‘bond’ reflects binding security, firm assurance. For this reason, Dictum Meum Pactum (‘My Word is...

Eran Peleg, CIO
Mar 8, 20182 min read


Sweden’s Housing Market – A Sign of Something Bigger?
Eran Peleg, CIO January 15, 2018 Prices of many real and financial assets around the world have been going up in recent years. They have...

Eran Peleg, CIO
Jan 15, 20182 min read


The Market Risk That No One is Talking About
Eran Peleg, CIO December 18, 2017 The Market Risk That No One is Talking About For investment professionals, the year-end holiday season...

Eran Peleg, CIO
Dec 18, 20172 min read


What is Investing?
Eran Peleg, CIO December 4, 2017 Investing is the act of committing money or capital to an endeavor (a business project, real estate,...

Eran Peleg, CIO
Dec 4, 20172 min read


‘Irrational Exuberance’ and Market Timing
Eran Peleg, CIO November 21, 2017 With S&P 500 trailing price-earnings multiple around 20x (on an operating EPS basis. On a reported GAAP...

Eran Peleg, CIO
Nov 21, 20171 min read


London Calling
Eran Peleg, CIO November 6, 2017 The ice age is coming, the sun's zooming in Meltdown expected, the wheat is growing thin Engines stop...

Eran Peleg, CIO
Nov 6, 20172 min read


Are 100 Years of American Reign Over?
Eran Peleg, CIO October 24, 2017 Prior to World War I (WWI), the world’s largest, richest and most dominant imperial power was Great...

Eran Peleg, CIO
Oct 24, 20172 min read


Many investors have yet to change their mind-set, but synchronized global growth is back after sev
In case you haven’t noticed, things have changed. We are witnessing a global growth upswing that we have not experienced in several...

Eran Peleg, CIO
Sep 26, 20172 min read


When the Pessimism of Others Becomes Your Friend
Eran Peleg, CIO August 16, 2017 In recent weeks, a new fad has emerged amongst market strategists, hedge fund managers and media market...

Eran Peleg, CIO
Aug 16, 20172 min read


Land of Confusion
Eran Peleg, CIO June 14, 2017 I must've dreamed a thousand dreams Been haunted by a million screams But I can hear the marching feet...

Eran Peleg, CIO
Jun 14, 20172 min read


Passive versus Active Management: A False Dichotomy
Eran Peleg, CIO May 3, 2017 2016 was a record year of inflows into index-tracking, passive, funds -- over $430bn -- and the share of US...

Eran Peleg, CIO
May 3, 20173 min read


French Presidential Election - Two Euro-Skeptic Candidates?
What Will Happen if Two Euro-Skeptic Candidates Make it to the Second Round? The first round of the French presidential election is...

Eran Peleg, CIO
Apr 23, 20171 min read


Europe is Doing Better Than You Think
Eran Peleg, CIO March 20, 2017 In recent months, there has been much focus on the improving outlook for the US economy. Prices of US...

Eran Peleg, CIO
Mar 20, 20171 min read


Green Bonds: A Win-Win
Tsvi Mark, Analyst March 16, 2017 Finance has been growing greener and greener. The sprouting of green finance is probably best displayed...

Eran Peleg, CIO
Mar 16, 20171 min read
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