Latest articles by Jonathan Compton
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Governments will sink in a world drowning in debt
Cover Story Rising interest rates and soaring inflation will leave many governments with unsustainable debts. Get set for a wave of sovereign defaults, says Jonathan Compton.
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The truth about market manipulation
Analysis Free, fair and transparent markets are a fiction. Investors need to be alert to the flaws, says Jonathan Compton.
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Climate change: the price to pay for saving the planet
Cover Story Environmental risks to our future are very real. There are four reasons to be optimistic, but all will have long-term consequences for the economy and financial markets, says Jonathan Compton
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Why the West must invest in defence – and you should too
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
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Why it pays to invest in outsourcing despite its scandalous record
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.
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The easy way to invest in emerging markets
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.
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Financial stocks are set to fly as we recover from the pandemic
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
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Eternal growth: how to invest in the future of the drinks industry
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.
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The recipe for economic growth
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.
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The world in 2040: expect water shortages and a bellicose China
Analysis Jonathan Compton predicts the key economic and political changes investors should factor in over the next two decades.
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The best ways to invest in the farms of the future
Cover Story Jonathan Compton assesses the key trends in post-pandemic agriculture and how you could profit from them.
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What the Latin Monetary Union – Europe’s forgotten currency – can teach us about the euro
Opinion The euro isn’t the continent’s first flawed single currency, says Jonathan Compton. The Latin Monetary Union lasted 61 years.
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The IMF and World Bank: a truly gruesome twosome
Opinion The International Monetary Fund and the World Bank, set up in 1944, now look sclerotic and ineffectual, says Jonathan Compton.
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After the storm: how to find top stocks amid the ruins
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.
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Mindfulness and wellbeing: the relentless, creepy rise of the enforced happiness industry
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.
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How the shadow economy moves markets
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.
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Cape: the key to healthy long-term stockmarket returns
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.
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Tourism is booming as China’s consumers head abroad
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.
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A pivotal year for Indonesia
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.
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Property junkies face withdrawal
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
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China will get old before it gets rich
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.
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How to arm your portfolio for the new global arms race
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.
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Shield your portfolio from the monetary singularity
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.
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The vultures are circling over the corpse of corporate Britain…
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.
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