Independent Investor Editors Comment | News, Analysis & Insight for Serious Investors

Editor's Comment

This page includes the most recent commentary from the Editor, including edited and expanded versions of his newspaper columns in the Financial Times and Spectator. Earlier articles and comments by Jonathan Davis can be found by using the Search function or the Archive page.

Published Columns

A decisive moment in financial history It is hard to avoid a sense of being an eyewitness to a decisive moment in financial history, the stuff from which much future market lore will be constructed. More...	Alan Greenspan's legacy Approached with an open mind, there is plenty of thoughtful analysis of the future in Alan Greenspan's surprisingly readable memoirs. More...
Globe-trotting investment pundit Jim Rogers “Be careful and do lots of homework. There are perilous times ahead”, warns Jim Rogers in this interview with Jonathan Davis. More...	Is it a new bear market? The one thing we know about panic sell-offs is that they always create opportunities for bargain-hunters with extended time horizons. More...

Commentary and Analysis

A shortage of conviction... This market is proving one of the most fascinating and difficult to call that I can recall. Opinion remains as deeply polarised as I can remember, and volatility is high. More...	Not such a dynamic outlook... The credit crisis is straining the nerves of investors, but those who can stand back and put the travails of the banking sector in perspective may have grounds for a more optimistic view than those directly affected. More...
Large cap stocks today's asset of choice A regular meeting with some of the big hitters at the fund group Jupiter provided a strong case for regarding large cap UK stocks as a safe haven in today's market, despite the deteriorating price action on Wall Street. More...	Beyond the sub-prime crisis The markets have decided to make the sub-prime lending crisis in the United States the pretext for an old-fashioned market funk of the kind which we used to see regularly, but now regard as somehow out of the ordinary. More...