Contrarian investor: A public elf warning

CONTRARIAN

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Just days away from the start of the festive season, I was sorely tempted to splash with an exclusive - yes kids, a chat with Mr Santa Claus about his personal investment portfolio.

After tracking him down to a non-descript industrial unit next to Westfield shopping centre, I interviewed the great man about his preference for different asset classes (toy manufacturers bullish, bearish nuclear power) and his take on the likely duration of Operation Twist (two more years until the bottom falls out of the bond market – smart man, Claus). But the grand shaggy dog of winter fun also admitted he did not have much time to constantly monitor his massive investment portfolio – he left that to a bunch of elves in the Swansea-based back office who had in turn employed a very s...

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