Latest views from our expert panel


Latest views from some of the expert market commentators and practitioners I know and admire most. These columns are published in a number of different places and are collected here for the convenience of visitors to the Independent Investor site.

Global economic outlook
Global economic outlookTerence Mahony, Executive Director, Research from leading multi-manager specialist IMS looks at the gravity of the credit crunch and a potential global food crisis. More...
No need to own the road: buy the tollbooth
No need to own the road: buy the tollbooth Jonh Kay continues his analysis of the world’s richest man and asks, "What is the secret of Mr Buffett’s investment success?" More...
Just think, the fees you could charge Buffett
Just think, the fees you could charge Buffett Warren Buffett's emergence as the world's richest man illustrates the power of compound interest says regular FT columnist John Kay. More...
Bursting China's bubble could hurt
Bursting China's bubble could hurtMost commentators agree on three things about the Chinese stock market - but they are right on only two, says the financial historian Edward Chancellor. More...
Gazing across the abyss
Gazing across the abyssTerence Mahony, director of research at leading independent multi-manager IMS assesses the current global outlook for equity markets. More...
Central banks will call the shots this year
Central banks will call the shots this yearAs we enter 2008, I cannot remember a time when markets have faced so many uncertainties, risks and opportunities says Bill Mott, Fund Manager at PSigma Income Fund. More...
India cannot take economic growth for granted
India cannot take economic growth for granted
The capacity of politics to get in the way of economic growth has dominated most of the economic history of most of the world, says John Kay. More...
Two more years of positive equity returns
Two more years of positive equity returns Equity investors can still look forward to a couple more years of positive returns, says Peter O'Connor of Investment Manager Selection in his latest monthly commentary. More...
Market Q and A: Martin Cobb
Market Q and A: Martin CobbOur latest market snapshot is with Martin Cobb, a member of the global equity team at Franklin Templeton, which manages close to £100 billion in assets on traditional value investing lines.
 
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Market Q and A: Ruth Keattch
Market Q and A: Ruth Keattch A company that is the "Majestic Wine" of Germany and media venture Mecom are among stocks named by Ruth Keattch, manager of the Trojan Capital fund, in our latest expert market snapshot. More...