As suggested in the last Pain Report, it looks like The House of Saud is prepared to stand and fight with Bahrain's House of Al-Khalifa. We are rapidly approaching a critical decision point - will they or won't they? My view, very regrettably, is that the Saudis will intervene in Bahrain...

Jonathan Pain

The tectonic plates of the Arab world have ruptured and the geopolitical fault lines that have shaped and defined the region for sixty years have shifted inexorably. What does that mean for investing?

Jonathan Pain | 1 comment

Inspired by the overthrow of the Tunisian president, demonstrations began in Egypt on 25 January and the rest, as they say, is history. Before we attempt to predict what the consequences will indeed be, let us first understand what we are actually seeing and why...

Jonathan Pain

Market strategist and PortfolioConstruction Forum regular, Jonathan Pain, outlines what lies ahead in 2011, including the investment theme he describes as the next BIG thing...

Jonathan Pain

Does the dawn of a new decade signal a change in the global economy?

Jonathan Pain

Jonathan was our most popular presenter at the recent 3rd Annual PortfolioConstruction Conference, making it two years running that he’s lead the field of presenters in delegates’ esteem. This year, he premiered his latest portfolio construction thesis… when east meets west, the giant awakes…

Jonathan Pain