Until just a few months ago, emerging markets seemed doomed. The four horsemen of the EM apocalypse were supposed to be Brazil, Turkey, South Africa and everyone's least favourite demon - Russia.
We journalistic types love to talk about disruption, but change is threatening.
Negative reaction to Budget
'Fearing fear itself'
We poor humble journalist types constantly struggle to explain complex stuff, but, every once in a while, someone or something comes along which brilliantly captures the inane opacity of global finance in a simple thought.
I am in Sydney for a conference and as I write, all I can hear is the sound of drills and building site construction along the harbour side.
I have been known to write the odd column for other publications, not least the pink one, where last weekend I was holding forth on the subject of smart beta and why retail investors in particular need to tread carefully.
Where next for the oil price?
Every year, almost like clockwork, the 'demography' argument pops up within the broader investment debate, writes David Stevenson.
The bears are wrong
With the bears on a rampage, it is increasingly incumbent on those of us who regard ourselves as cautious optimists to get real about what could go wrong, writes David Stevenson.
David Stevenson says 2016 could still be a rewarding year for investors, despite a turbulent start to the year for world markets.
2016 is finally upon us and here is my watchlist of things to keep an eye on within the investment space this year.
As we fast approach Christmas, I want you to think about the suffering of investment contrarians.
Investment needs to be more 'fun'
I do not want to be awkward or deliberately contrarian but has anyone noticed US equities look expensive again?
The industry needs to agree a proper measure of value added by managers in the investment process, writes David Stevenson.
Alternative finance becoming more mainstream
It is finally time to say adieu to listed hedge fund BlueCrest BlueTrend, which has just tabled proposals to wind up as its market cap has slumped below $100m.
Every once in a while I am forced, reluctantly, away from my ivory contrarian tower, and dumped on to the mean streets of middle Britain to talk to actual, real, living investors and their advisers.
It is fair to say it has become rather fashionable to criticise alternative assets. However, alternatives have been going from strength to strength in one part of the investment universe - the humble and ancient investment trust.
Investing in student property has undergone a remarkable transformation in recent years but without wanting to sound, oh, maybe a bit contrarian, I suspect dark clouds may now be looming.
A couple of weeks ago, I came across a new genre of internet TV called the 'Top Ten list' programme.