Opinion

Thank god for Warren Buffett, he really is the saviour. His latest venture into the markets - buying $5bn of stock in Bank of America - reminds us of another time when he did his bit for America and capitalism.

Markets entered 2011 with discussions about what the ‘new normal' would be. This is standard investor behaviour because we all like to feel we have a handle on what is going to drive markets either up or down.

NEARING CRUNCH POINT

The recent severe global market sell-off has stemmed from a number of legitimate investor concerns.

US IS NOT FACING ANOTHER 2008

As investment markets become more unpredictable, so commentators seem to be reaching for more bizarre analogies in the hope of making some kind of sense of it all.

It is quite strange being abroad when your city and country is burning, as it was for me while I was away on holiday during the recent riots.

The contrarians among you will know by now I have a bee in my bonnet about the pensions crisis and, in particular, individuals' (in)ability to properly plan for the long term, combined with the fast-approaching longevity crisis.

VOLATILITY, UNCERTAINTY, OPPORTUNITY

If you are running an asset management business, probably about the worst thing that can happen to you is finding out your star fund manager has been fiddling his performance figures.