How to arm your portfolio for the new global arms race

Russia and China are becoming more bellicose, while our defences look threadbare. Jonathan Compton explains how investors can profit from the West’s belated scramble to square up to potential enemies.

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Russia and China are becoming more bellicose, while our defences look threadbare. Investors can profit from the West's belated scramble to square up to potential enemies, says Jonathan Compton.

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