Jonathan Compton

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 4 May 17

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.

By Jonathan Compton Published 13 April 17

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 3 March 17

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 17 November 16

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 29 September 16

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 18 August 16

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 15 April 16

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 18 February 16

Tutorials Some spectacular failures have made outsourcing a dirty word. But the industry is here to stay, says Jonathan Compton.

By Jonathan Compton Published 15 January 16

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 29 October 15

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 27 August 15

Tutorials With demand for forest products guaranteed, smart investors will snap up key firms servicing the industry, says Jonathan Compton.

By Jonathan Compton Published 13 August 15

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 28 May 15

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 14 May 15

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 19 March 15

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 5 March 15

Features Booming emerging markets are heading for straitened times – but there are still profits to be made, says Jonathan Compton.

By Jonathan Compton Published 13 February 15

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 23 October 14

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 25 September 14

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.

By Jonathan Compton Published 7 August 14

Tutorials Increasing tension over borders and territory is a worrying sign of approaching conflict, says Jonathan Compton.

By Jonathan Compton Published 10 July 14