Investment Themes

 Feature articles contributed to investment journals on investment strategy

Following the initial prediction of the technology bubble's collapse in July 2000, Nick Dewhirst has been invited to write regular columns and contribute feature articles to various investment journals. Many of these predictions have become reality.  Copies of these articles are available free. Please email us specifying the article(s) that interest you. This activity has now been discontinued. His predictions are now published in the Newsletter for subscribers.
International Investment     Investment Adviser     Investment Week     Financial Adviser
           
  INVESTMENT THEMES *  
           
  Subject Title Journal Date  
           
  Caribbean Investing in a little bit of paradise International Investment Sep-02  
  Emerging Market Dangers lurk in the shadows of the emerging market bonds boom International Investment Jun-03  
  Emerging Markets Emerging markets offer opportunity for punch-drunk investors Investment Adviser Feb-03  
  Emerging Markets Markets under starter's orders Financial Adviser Feb-02  
  Emerging Markets Submerged markets are the real markets International Investment Feb-01  
  Emerging Markets Tipping market gold Financial Adviser Mar-01  
  Europe The European fringe markets - are they the next investment fad? International Investment Feb-04  
  Europe ex UK All aboard the good ship Europe Financial Adviser Nov-01  
  Global Markets Are we seeing history repeat itself? International Investment Nov-02  
  Global Markets High number of funds in sector is warning sign to pull out International Investment Oct-03  
  Global Markets How big will the bear grow? International Investment Oct-01  
  Global Markets Question: Are we or are we not in a global bull market? Answer… International Investment Apr-02  
  Global Markets The death of the equity investor has been greatly exaggerated International Investment Aug-03  
  Global Markets Throwing out the old economy and ringing in a new equity era International Investment Feb-03  
  Global Markets Time to be brave and stick with UK stocks Financial Adviser Jun-01  
  Global Markets Time to seek out the next bull market Investment Week Feb-03  
  Global Markets War and Peace, or a Tale of Two Markets? International Investment Nov-01  
  Guaranteed Funds Opportunity Cost in Protected Funds Financial Adviser May-01  
  Hedge Funds From exotica to entrenchment International Investment Feb-02  
  Latin America Lightning will only strike once in Latin America International Investment Mar-02  
  Property UK Balanced Property IT Financial Adviser Jan-02  
  Resources Long-term improvement in oil mirrors resources bull market International Investment May-02  
  Sectors How to choose the best sector International Investment Jun-01  
  SmallCaps Small caps: Yes in theory, but with care International Investment Jul-01  
  SmallCaps Watching small caps take on their bigger brothers and beat them International Investment Oct-02  
  Technology Bubbles bursting again International Investment Mar-01  
  Technology Pessimism within technology sector boosts contrarian views International Investment Dec-01  
  Technology The last and final act in the technology bubble drama International Investment Jul-02  
  UK Gilt-edged Last gasp for government bonds International Investment Jan-02  
  UK House Prices Investments as Safe as Houses Financial Adviser Aug-02  
  United Kingdom Looking back to 1970s brings sense of déjà vu to the bear market International Investment Apr-03  
  United Kingdom Where next for Blair's Britain International Investment Apr-01  
  United States Share price predictions require a rethink of valuation methodology International Investment May-03  
  United States US election cycles International Investment Dec-02  
  United States US reporting questioned as Wall Street has been over-valued International Investment Jun-02  
  United States What could happen next in Pork Cycle International Investment Dec-00  
  US Style Iinvesting Now is the time for value to make a comeback International Investment Jan-01  
  US$ Exchange Rate The J-curve will come back to haunt the US Financial Adviser Nov-01  
           
  * The company's current views are only available to subscribers