Today’s guest has performed with Pavarotti, but in his day job he is a financial commentator and author, who spent 29 years at the Financial Times, including as Global Head of the Lex Column, before moving to Bloomberg as Senior Markets Editor.
Today’s guest has performed with Pavarotti, but in his day job he is a financial commentator and author, who spent 29 years at the Financial Times, including as Global Head of the Lex Column, before moving to Bloomberg as Senior Markets Editor.
He is responsible for ‘Points of Return’, the highly regarded and followed commentary, and has the unusual appeal of a career spanning geographies, asset classes and employers.
John recaps on his investing lessons from years of writing ‘The Long View’ at the FT, Lex, and being a correspondent across industries. He highlights some key investing takeaways, including diversification, fee minimisation, patience and avoiding home country bias.
He also discusses the evolution of the 60/40 portfolio, lessons from Swensen, and reflects on his doubts about some of the private assets euphoria.
In addition, John explains how he and his team approach the topics they want to research and cover, how he prioritises the news which matters, assessing mistakes, and staying relevant in a fast-evolving industry.
Finally, he also covers corporate culture, whether the City of London is losing out to New York, and reflects on lessons from one or two of the great investors.
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