Jonathan Compton

Cover Story We’ve got used to a world without war between major powers, but that era is coming to an end as Russia threatens Ukraine and China eyes Taiwan. Buy defence stocks while they’re cheap, says Jonathan Compton

By Jonathan Compton Published 21 January 22

Cover Story Outsourcing has seen more than its fair share of blunder and scandal, to the benefit of neither shareholders nor voters. Yet slow but steady improvements mean now may be the time to invest, says Jonathan Compton.

By Jonathan Compton Published 27 August 21

Tips Investing in developing countries isn’t as straightforward as fund managers like to tell us, says Jonathan Compton. Here's how to do it the easy way, using companies mostly based in the UK.

By Jonathan Compton Published 2 July 21

Cover Story The banking and insurance sectors are probably the world’s least popular apart from coal mining, says Jonathan Compton. The industry may face pervasive change, but the stocks look too cheap

By Jonathan Compton Published 7 June 21

Cover Story Humans have been dabbling in tasty beverages for millennia. Jonathan Compton assesses the key trends in the sector and recommends seven hard- and soft-drink stocks to buy now.

By Jonathan Compton Published 22 January 21

Analysis Long-term development isn’t a linear progression: many countries get stuck in the middle-income trap. What do they have in common and how might they escape? Jonathan Compton explains.

By Jonathan Compton Published 31 December 20

Analysis Jonathan Compton predicts the key economic and political changes investors should factor in over the next two decades.

By Jonathan Compton Published 6 November 20

Cover Story Jonathan Compton assesses the key trends in post-pandemic agriculture and how you could profit from them.

By Jonathan Compton Published 20 August 20

Opinion The euro isn’t the continent’s first flawed single currency, says Jonathan Compton. The Latin Monetary Union lasted 61 years.

By Jonathan Compton Published 11 July 20

Opinion The International Monetary Fund and the World Bank, set up in 1944, now look sclerotic and ineffectual, says Jonathan Compton.

By Jonathan Compton Published 26 June 20

Cover Story Investors are caught in a topsy-turvy world, says Jonathan Compton. He surveys the scene, assesses the outlook and suggests where – and how – you should look for healthy returns.

By Jonathan Compton Published 9 April 20

Analysis The evidence suggests we’ve never been richer or healthier, yet we are always being told how stressed and discontented we are. Jonathan Compton assesses the industry making money from our misery.

By Jonathan Compton Published 9 January 20

Analysis Exchanges taking place under the official radar may seem harmless, but they can have big effects on the wider economy. Investors should pay attention, says Jonathan Compton.

By Jonathan Compton Published 16 August 19

Tutorials No valuation measure will help you time the market. But the cyclically adjusted price/earnings ratio has proved a good guide to long-term returns in equity markets around the world, says Jonathan Compton.

By Jonathan Compton Published 2 May 19

Cover Story The world’s biggest travellers are still Europeans, but emerging markets, led by China, are now spearheading a new phase of a long-term upswing in worldwide tourism, says Jonathan Compton.

By Jonathan Compton Published 28 March 19

Analysis The Jakarta stock index has soared and Indonesia's economy could now accelerate. But will corruption and religious tension spoil the story? We’ll soon know, says Jonathan Compton.

By Jonathan Compton Published 10 January 19

Cover Story Unlike Britain and the US, Canada and Australia escaped a housing bear market during the global crisis ten years ago. They are now heading for long overdue and deep slumps, says Jonathan Compton

By Jonathan Compton Published 29 November 18

Cover Story China’s workforce and general population are ageing rapidly, and the grievously underfunded welfare and pensions system won’t cope. That’s a recipe for structural decline and turmoil, says Jonathan Compton.

By Jonathan Compton Published 15 November 18

Cover Story 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.

By Jonathan Compton Published 4 October 18

Cover Story 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.

By Jonathan Compton Published 21 June 18

Cover Story … but that could be good news for canny investors, says Jonathan Compton. Things can hardly be expected to get any worse, and the tidbits are looking cheap.

By Jonathan Compton Published 3 May 18