AUTHOR

Jonathan Compton

Jonathan Compton was MD at Bedlam Asset Management and has spent 30 years in fund management, stockbroking and corporate finance.

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Investments

Mindfulness and wellbeing: the relentless, creepy rise of the enforced happiness industry

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…
9 Jan 2020
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Economy

How the shadow economy moves markets

Exchanges taking place under the official radar may seem harmless, but they can have big effects on the wider economy. Investors should pay attention,…
16 Aug 2019
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Stock markets

Cape: the key to healthy long-term stockmarket returns

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…
2 May 2019
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Economy

Tourism is booming as China’s consumers head abroad

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…
28 Mar 2019
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Stock markets

A pivotal year for Indonesia

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…
10 Jan 2019
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Property

Property junkies face withdrawal

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…
29 Nov 2018
Visit/498014/china-will-get-old-before-it-gets-rich
Economy

China will get old before it gets rich

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…
15 Nov 2018
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How to arm your portfolio for the new global arms race

Russia and China are becoming more bellicose, while our defences look threadbare. Jonathan Compton explains how investors can profit from the West’s b…
4 Oct 2018
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Economy

Shield your portfolio from the monetary singularity

Quantitative easing has inflated property, share and bond markets alike. The end of this great monetary experiment threatens to blow black holes in ba…
21 Jun 2018
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Economy

The vultures are circling over the corpse of corporate Britain…

… 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 …
3 May 2018
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Stock markets

Investors should stand clear as the tech giants stumble

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…
29 Mar 2018
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Economy

How to profit as Britain piles on the pounds

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…
28 Sep 2017
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Economy

Why I’m buying into the big banks again

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…
27 Jul 2017
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Economy

The next big emerging-market meltdown

Turkey is heading for default, says Jonathan Compton, and the resulting global domino effect should not be underestimated. Investors should stand clea…
22 Jun 2017
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India: the world’s hottest emerging market

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…
4 May 2017
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Property

Panic now: the housing bull’s turning bearish

A property crash always unfolds in similar ways: credit runs dry, a priced-out majority stymies demand, confidence falters. Sound familiar? Then prepa…
13 Apr 2017
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Economy

The threat from nationalistic policies to investors

Nationalistic policies can seriously affect investment returns – it’s time we learnt the lessons from America’s Great Depression, says Jonathan Compto…
3 Mar 2017
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Economy

Fortress America: will Trump splurge on security?

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 …
17 Nov 2016
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Economy

Investing in Scandinavia, where the winner doesn’t take it all

Free education, high pay, excellent healthcare, generous pensions – but a great business environment and booming stockmarket too. Jonathan Compton is …
29 Sep 2016
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Economy

How to profit from Britain's tourism boom

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…
18 Aug 2016
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Economy

How to make money in a greying world

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…
15 Apr 2016
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Economy

Why I’m buying boring banks

Former fund manager Jonathan Compton hasn’t owned a banking share since before the financial crisis – but he’s looking to buy now.
18 Feb 2016
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Economy

Buy into outsourcing – the world’s greatest growth industry

Some spectacular failures have made outsourcing a dirty word. But the industry is here to stay, says Jonathan Compton.
15 Jan 2016
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Economy

We’ve grown fat on the butter – but we need guns too

Peaceniks have increasingly restrained Western military might, to the benefit of general living standards. But we live in a new bellicose era – we’d b…
29 Oct 2015
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Economy

Finding the hidden dragons in eastern Europe

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.
27 Aug 2015
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Economy

Why you should invest in forestry – and what to buy

With demand for forest products guaranteed, smart investors will snap up key firms servicing the industry, says Jonathan Compton.
13 Aug 2015
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Economy

Profit from fighting pollution

The environment is under assault, but those firms providing solutions to the crisis will make great long-term bets, says Jonathan Compton.
28 May 2015
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Stock markets

Stay long or be wrong on stocks

Stocks may be pricey, but they have further to go – canny investors should continue to buy the least-bad asset class, says Jonathan Compton.
14 May 2015
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Economy

Gear up for the Great Switch to European stocks

Forget America – the future belongs to Europe. Canny investors should ditch their anti-EU bias and snap up European stocks, says Jonathan Compton.
19 Mar 2015
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Economy

How to survive the coming deflation crisis: invest in China

Think deflation is worrying now? You ain’t seen nothing yet, says Jonathan Compton. The best place to hide is China.
5 Mar 2015
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Economy

Emerging markets: Is this the end for the growth miracle?

Booming emerging markets are heading for straitened times – but there are still profits to be made, says Jonathan Compton.
13 Feb 2015
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Share tips

Sovereign defaults: Which will be the first domino to fall?

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.
23 Oct 2014
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Stock markets

Don’t back the dinosaurs – why smaller stocks are better bets

Investors put most of their cash into the big lumbering beasts of the business ecosystem. But as Jonathan Compton explains, they’re doomed to extincti…
25 Sep 2014
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Share tips

Find CEOs with the X factor

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.
7 Aug 2014
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Economy

The scramble to war in Asia

Increasing tension over borders and territory is a worrying sign of approaching conflict, says Jonathan Compton.
10 Jul 2014
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Stock markets

A savvy investor’s guide to corruption

If you know what to look out for, investing in corrupt markets can actually boost your returns, says Jonathan Compton.
29 May 2014
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