I share the view of my friend and colleague Edward Chancellor, the financial historian now working for Jeremy Grantham at GMO, that it will take
Author: Jonathan Davis
Author, columnist and investment professional.
Reasons To Be Cautious About China
Angus Tulloch, joint managing partner of First State Investments in Edinburgh, is one of the UK’s best known and most experienced Asian investors, having first
Q and A on China and Markets: Anthony Bolton
Anthony Bolton of Fidelity needs no introduction to investors, having managed the UK’s most successful equity fund for 27 years from 1979 to 2007, during
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Put Not Your Trust in Forecasts
Never invest on the basis of forecasts. So says James Montier, recently anointed the dean of behavioural finance in the UK. Glance at the index
Q and A: Bill Mott
Bill Mott is one of the UK’s longest serving and most experienced equity income fund managers. For many years he ran income funds for Credit Suisse and after taking a break for a few years is now doing the same job at the boutique firm of PSigma Investment Management. In this Q and A he describes how he is positioning his holdings for the future.
Jonathan Davis 