II Today

Welcome to the II Today blog, where I  post brief comments on the public views of leading professional investors and recent market trends. For more detailed analysis, please feel free to try my newsletter Independent Investor.  I have been following financial markets for more than 30 years, initially as a senior correspondent on The Times, The Economist and The Independent, more recently as an investment professional and author/columnist for the Financial Times and The Spectator.  Although I am a director of three investment companies,  any views expressed here are entirely my own.                                                                                                                                      Jonathan Davis