Robert is Assistant Editor of Reuters Breakingviews, based in London. He has a special focus on investment, writing about it on a global basis. Robert worked for The Times, in London, in a variety of writing and editing capacities from 1998 to 2010. For nearly 10 years he edited the newspaper’s daily Tempus investment column. He was also deputy business editor, acting business editor, a leader writer, the chief obituaries writer and a news editor in the home affairs department. Prior to joining The Times, Robert worked on The Independent and the London Evening Standard. His most recent book is called The Unwritten Laws of Finance and Investment (Profile, 2010). As a part-time lecturer, Robert led the financial journalism specialism at The City University in London in 10 academic years between 1995 and 2007. Follow Robert on Twitter @RobertCole7
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Policy splits in a weak London government raise the chance that Britain will leave the EU. It’s still only a tail risk, but investors should be wary. Hard-to-model ructions could start any time. Fortunately, adverse market reactions could bring UK politicians to their senses.
Shares of companies perceived as dependable through the cycle are all the rage, even as investors shun equities assumed to be more volatile. The evidence from today’s markets suggests this logic has flaws. The best value may lie in shares seen as vulnerable to economic winds.
The chief executive of Diageo, the Johnnie Walker drinks company, is retiring after 13 years at the helm. Shares did nothing on the day. The true scale of Paul Walsh’s achievement will become clear if the departure still goes virtually unnoticed in the medium to long term.
- Kodak shows rusty side of "gold-plated" pensions
- It is time the UK buried Thatcher’s europhobia
- Fund managers need a risk-culture rethink
- EU-shaped bonus cap might just fit fund managers
- UK rightly tackles company pension power imbalance
- Muted markets still speak loud about Cyprus
- UK would gain from homeowner tax switch