Jonathan Compton

The operational efficiency of defence equipment and cybersecurity is developing rapidly owing to the war in Ukraine, says Jonathan Compton. Here’s wha…

Rising interest rates and soaring inflation will leave many governments with unsustainable debts. Get set for a wave of sovereign defaults, says Jonat…

Free, fair and transparent markets are a fiction. Investors need to be alert to the flaws, says Jonathan Compton.

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…

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 de…

Outsourcing has seen more than its fair share of blunder and scandal, to the benefit of neither shareholders nor voters. Yet slow but steady improveme…

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, …

The banking and insurance sectors are probably the world’s least popular apart from coal mining, says Jonathan Compton. The industry may face pervasiv…

Humans have been dabbling in tasty beverages for millennia. Jonathan Compton assesses the key trends in the sector and recommends seven hard- and soft…

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 e…

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

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

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

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

Investors are caught in a topsy-turvy world, says Jonathan Compton. He surveys the scene, assesses the outlook and suggests where – and how – you shou…

The evidence suggests we’ve never been richer or healthier, yet we are always being told how stressed and discontented we are. Jonathan Compton assess…

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

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 e…

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 wor…

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…

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 ov…

China’s workforce and general population are ageing rapidly, and the grievously underfunded welfare and pensions system won’t cope. That’s a recipe fo…

Russia and China are becoming more bellicose, while our defences look threadbare. Jonathan Compton explains how investors can profit from the West’s b…

Quantitative easing has inflated property, share and bond markets alike. The end of this great monetary experiment threatens to blow black holes in ba…

… 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 …

The likes of Facebook, Google and Netflix have enjoyed a great run. But with governments cracking down, it’s time to pull the FANGs from your portfoli…

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 b…

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 J…

Turkey is heading for default, says Jonathan Compton, and the resulting global domino effect should not be underestimated. Investors should stand clea…

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 leav…

A property crash always unfolds in similar ways: credit runs dry, a priced-out majority stymies demand, confidence falters. Sound familiar? Then prepa…

Nationalistic policies can seriously affect investment returns – it’s time we learnt the lessons from America’s Great Depression, says Jonathan Compto…

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 …

Free education, high pay, excellent healthcare, generous pensions – but a great business environment and booming stockmarket too. Jonathan Compton is …

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 Jonat…

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 t…