This is an extract from Crispin Odey’s 2008 Annual Report. The hedge fund manager had an excellent year and is of the school that inflation
Author: Jonathan Davis
Author, columnist and investment professional.
Andrew Smithers: Equities are Good Value!
Those of us who have been following the work of the independent market analyst Andrew Smithers for many years (and my experience goes back more
Vanguard hits the UK
An extract from a column in the Financial Times in February 2009 About a decade ago, on my way back from a holiday in the
Vanguard Heads for the UK
The following is an extract from my latest FT column, which appeared on February 9th. It comments on the announcement by Vanguard, the US fund management company owned (unusually) by its investors, that it is planning to target the retail market in the UK for the first time. The published version of the column can be read on the FT website.
John Kay: Why The Customers Have No Yachts
Having dissected the way that markets work, and before that how companies should, in his latest book the economist John Kay has turned his laser-like
Sandy Nairn’s case for buying equities
Sandy Nairn, the CEO of Edinburgh Partners, is a value investor who spent 10 years learning his craft working for Sir John Templeton. When I
Jonathan Davis 