Taking a punt on Europe

My passive portfolio set to boost exposure to the Continent

Sticking with shares

Spectre of Greece looms large

Strange effects of stimulus

A global slowdown could be good for some

A world of cheaper oil

A lower crude price means very different things in different regions

Markets’ capacity to surprise

Few foresaw the fall in the oil price or Japan’s expanded QE

Bonds will be big losers from QE

Property and shares will profit

Dark clouds gather over Europe

Economic stagnation and the Russia-Ukraine conflict are worrying

Political shadows over the UK

Doubts over Scotland and the general election

John Redwood

Caution over emerging markets

More diversity in China, and new positions in Latin America

Investing against the grain

The long-term picture is weak but there may be gains to be made

Solace of re-emerging markets

China, India finally look good value

Squeezing the last from the property boom

Commercial property shares have made strong gains

Will UK’s mid-Atlantic role last?

Stocks benefit from our position between Europe and US

Europe without the euro risk

Continental shares have further to go

No time to exit commercial property

The best gains may be made, but hold on to Reits

My finger’s on the ‘buy China’ button

The mood is poor, but shares are cheap

Looking to emerging markets in 2014

ETF portfolio tilted towards Asian property

Shares are still the best bet

Tapering holds no fears for me

US retains credibility despite budget row

Washington finally does a deal, and US shares still look well set

Property shares race ahead of reality

Cutting Reit holdings as valuations shoot up

ABOUT JOHN

John Redwood John Redwood was an investment analyst, manager and director for Robert Fleming and for NM Rothschild in the 1970s and 1980s. Since then he has been a pension trustee, member of the Investment Committee of an Oxford College, the Chairman of Evercore Pan-Asset's investment company and a non-executive Director of a hedge fund and an investment trust.

He has written extensively on economic and investment subjects, including 'Popular Capitalism' (1988); 'The Global marketplace' (1993); Superpower Struggles (2005); and 'Freeing Britain to compete' (2007).

He is currently a Distinguished Fellow of All Souls College, Oxford and a lecturer and commentator on economic and investment matters. He holds a doctorate from Oxford University and the IMC Investment Management qualification.

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