Jonathan Compton
Jonathan Compton was MD at Bedlam Asset Management and has spent 30 years in fund management, stockbroking and corporate finance.
Latest articles by Jonathan Compton
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How to profit as Britain piles on the pounds
Cover Story The world is getting fatter – and with no easy solution to obesity in sight, investing in healthcare providers and food and drink makers could bring big gains, says Jonathan Compton.
By Jonathan Compton Published
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Why I’m buying into the big banks again
Cover Story It’s ten years since bank behaviour triggered a global financial crash. But the bad boys have reformed – it’s time to learn to love them again, says Jonathan Compton.
By Jonathan Compton Published
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The next big emerging-market meltdown
Cover Story Turkey is heading for default, says Jonathan Compton, and the resulting global domino effect should not be underestimated. Investors should stand clear.
By Jonathan Compton Published
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India: the world’s hottest emerging market
Cover Story Is India the last great growth story – or overhyped and doomed to disappoint? In part one of our feature, Jonathan Compton argues that you should leave India well alone.
By Jonathan Compton Published
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Panic now: the housing bull’s turning bearish
Cover Story A property crash always unfolds in similar ways: credit runs dry, a priced-out majority stymies demand, confidence falters. Sound familiar? Then prepare for the bear, says Jonathan Compton.
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The threat from nationalistic policies to investors
Features Nationalistic policies can seriously affect investment returns – it’s time we learnt the lessons from America’s Great Depression, says Jonathan Compton.
By Jonathan Compton Published
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Fortress America: will Trump splurge on security?
Cover Story Donald Trump wants to “make America safe again”, so expect a spending surge on an already dysfunctional arm of government. But there is an upside for investors, says Jonathan Compton.
By Jonathan Compton Published
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Investing in Scandinavia, where the winner doesn’t take it all
Tutorials Free education, high pay, excellent healthcare, generous pensions – but a great business environment and booming stockmarket too. Jonathan Compton is heading to Scandinavia.
By Jonathan Compton Published
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How to profit from Britain's tourism boom
Cover Story Our tourism industry has been and remains badly neglected by the government – but the fall in the pound means that it will boom regardless, says Jonathan Compton.
By Jonathan Compton Published
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How to make money in a greying world
Cover Story Fewer babies are being born and the elderly are living longer. That’s a demographic time bomb for economies, but smart investors can profit from the trend, says Jonathan Compton.
By Jonathan Compton Published
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Why I’m buying boring banks
Tutorials Former fund manager Jonathan Compton hasn’t owned a banking share since before the financial crisis – but he’s looking to buy now.
By Jonathan Compton Published
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Buy into outsourcing – the world’s greatest growth industry
Tutorials Some spectacular failures have made outsourcing a dirty word. But the industry is here to stay, says Jonathan Compton.
By Jonathan Compton Published
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We’ve grown fat on the butter – but we need guns too
Tutorials Peaceniks have increasingly restrained Western military might, to the benefit of general living standards. But we live in a new bellicose era – we’d be wise to invest in defence, says Jonathan Compton.
By Jonathan Compton Published
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Finding the hidden dragons in eastern Europe
Tutorials Forget the Brics and the Asian Tigers – the beasts sitting on the largest hoards of treasure are to be found in eastern Europe, says Jonathan Compton.
By Jonathan Compton Published
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Why you should invest in forestry – and what to buy
Tutorials With demand for forest products guaranteed, smart investors will snap up key firms servicing the industry, says Jonathan Compton.
By Jonathan Compton Published
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Profit from fighting pollution
Tutorials The environment is under assault, but those firms providing solutions to the crisis will make great long-term bets, says Jonathan Compton.
By Jonathan Compton Published
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Stay long or be wrong on stocks
Tutorials Stocks may be pricey, but they have further to go – canny investors should continue to buy the least-bad asset class, says Jonathan Compton.
By Jonathan Compton Published
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Gear up for the Great Switch to European stocks
Tutorials Forget America – the future belongs to Europe. Canny investors should ditch their anti-EU bias and snap up European stocks, says Jonathan Compton.
By Jonathan Compton Published
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How to survive the coming deflation crisis: invest in China
Cover Story Think deflation is worrying now? You ain’t seen nothing yet, says Jonathan Compton. The best place to hide is China.
By Jonathan Compton Published
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Emerging markets: Is this the end for the growth miracle?
Features Booming emerging markets are heading for straitened times – but there are still profits to be made, says Jonathan Compton.
By Jonathan Compton Published
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Sovereign defaults: Which will be the first domino to fall?
Features When countries go bust, others follow suit. Not even our Canute central banks will be able to hold back the coming wave, says Jonathan Compton.
By Jonathan Compton Published
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Don’t back the dinosaurs – why smaller stocks are better bets
Tutorials Investors put most of their cash into the big lumbering beasts of the business ecosystem. But as Jonathan Compton explains, they’re doomed to extinction.
By Jonathan Compton Published
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Find CEOs with the X factor
Cover Story If you want to buy stocks that will do well, the numbers are secondary, says Jonathan Compton. The key is to find the star CEOs.
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The scramble to war in Asia
Tutorials Increasing tension over borders and territory is a worrying sign of approaching conflict, says Jonathan Compton.
By Jonathan Compton Published
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