By opting out of the euro the UK has saved itself the travails of a Greece or a Spain, which looks like being next in
Author: Jonathan Davis
Author, columnist and investment professional.
The Great Wall of Worry (FT Column)
If my experience is anything to go by, few recent events in fund management have aroused as much interest as Anthony Bolton’s decision to return
The Case For The Doubters
Those who read the Q and A with Sebastian Lyon of Troy Asset Management last July will be familiar with his conservative, hairshirt style of
The Need For Skin In The Game
One of the most powerful ideas to emerge out of the post-crisis reviews of the global financial system is the need for tradeable derivatives such
Putting Emerging Markets In Their Place
The annual study of long run global investment returns by three London Business School academics (Dimson Marsh and Staunton) has the great advantage of puncturing popularly held but fallacious arguments much favoured by those hawking their financial service wares – be they brokers, fund managers, investment bankers or financial advisers.
Politics Is Back In Vogue (FT Column)
If you are not a fan of forecasting, and have no reason to be sure what is going to happen over the next 12 months,
Jonathan Davis 