Shield your portfolio from the monetary singularity

Quantitative easing has inflated property, share and bond markets alike. The end of this great monetary experiment threatens to blow black holes in balance sheets everywhere, warns Jonathan Compton.

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For sleepless investors out there, notable cures for insomnia include a bedtime flick through the minutes of America's Federal Open Market Committee. Alternatively, there's always the bestselling book A Brief History of Time, by theoretical physicist Stephen Hawking allegedly fewer than a quarter of the ten million buyers of this actually read it all the way to the end. Yet vigilant investors might want to have a crack at staying awake through both because right now a black hole is opening up in the global financial system whose gravitational effects are sure to suck money from equities, house prices and other asset markets.

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Jonathan Compton was MD at Bedlam Asset Management and has spent 30 years in fund management, stockbroking and corporate finance.