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
Author: Jonathan Davis
Author, columnist and investment professional.
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
Crispin Odey’s thoughts on 2009
The hedge fund manager Crispin Odey, whose public thoughts I have been tracking since 2000, had a spectacular year last year. Thanks to a remarkably
Jonathan Davis 