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Long term government bond yields look very attractive, according to the managers of the Thames River Capital Global Bond Fund, Paul Thursby and Peter Geikie-Cobb.

This year’s market action has been a perfect advertisement for the Rip van Winkle school of investing: trade little, go to sleep for a year or two, and come back to find that nothing much has changed (FT Column, published May 11th 2009). At the time of writing, both the S&P 500 and the FTSE 100 index are up around 1% for the year. Yet what a ride it has been for those condemned to follow it day to day since the beginning of the year – from falling knife to what may be a runaway bull market in the space of little over two months.

My apologies for the recent break in transmission, the result of travel and other commitments. The way the equity markets have rallied since the beginning

Below is the original version of my latest FT column. Equity markets are as oversold as they have ever been, and the selling momentum has

Here is an extract from Warren Buffett’s latest Annual Report, in which he admits to a number of mistakes during 2008. One measure of how

This is the conclusion of the preliminary investigation by two professors at Edhec business school into the warning signs that investors in Bernard Madoff’s alleged