The only sure way to make market forecasts that have any enduring value, I have learnt, is to follow the formula successfully deployed by Sir
Author: Jonathan Davis
Author, columnist and investment professional.
A Positive Feel About Equities
While forecasting the market’s behaviour for the year ahead is a mug’s game, some good reasons are emerging for thinking that the recovery in the
The Bubble in Gold Still Lies Ahead
There are many reasons why sensible columnists prefer to steer clear of writing about gold. One is that you get the weirdest responses. Twenty years
The 1930s Revisited
After all the publicity that it has already generated by being chosen as the FT/Goldman Sachs business book of the year, it may seem redundant
Bill Mott and the Nifty Fifty
Veteran income fund manager Bill Mott thinks we may be heading for a new Nifty Fifty market. This is a reference back to the 1960s
Q And A: Bonds Are Boring Again
Here are some extracts (mildly edited in a couple of places) from a recent Q and A between Paul Read, co-manager of Invesco Perpetual’s popular and successful corporate bond funds, and IFAs. The basic message that comes out is that the corporate bond market has returned to normal. The outsize returns of the last 12 months from corporate bonds will not repeat, to the extent that equities may in many cases now offer better value. On the positive side, default rates are coming in well below the levels that doomsters feared at the height of the crisis last year. A good summary.
Jonathan Davis 