This is my latest Perspective column for Fund Strategy. The Arab spring that erupted late last year reintroduced the concept of political risk to emerging economies. For many years western investors were almost solely interested in the business and market prospects of the countries in which they invested. They paid little attention to the potential […]

This is a belated attempt by me to start to grapple with recent events in the Middle East. Although it is written for a financial audience it should be of more general interest. It appeared as a news analysis in the latest edition of Fund Strategy. Although finance professionals may not want to discuss it […]

This is my latest comment from Fund Strategy. Order or freedom? The question is particularly sharply posed at times like this. In response to the wave of protests in the Middle East the rich and powerful have typically opted for order. They may rhetorically support democracy but their desire for stability tends to be overwhelming.??This […]