Jonathan has 37 years’ of international investment experience having led investment teams in London, Bahrain and Australia. He holds a joint Honours degree in Economics and Politics from Keele University and a Masters degree in Finance from Exeter University.
Jonathan is the author and publisher of a widely read investment newsletter, The Weekly Pain Report. Well known for his independent and often contrarian views, Jonathan is a regular guest on CNBC and ausbiz TV and speaks at conferences and seminars all around the world.
Jonathan is also an ‘associate’ of China Matters. Since 2003, Jonathan has repeatedly said that the most significant and defining economic phenomenon of our lifetime is the rise of the Asian middle classes. He now describes the U.S-China relationship as the most significant geopolitical risk of our generation, with Taiwan sitting in the crosshairs of this great divide.
In numerous speeches and articles in 2006 Jonathan highlighted the unsustainable levels of debt and the housing bubble in America, and respected commentators such as Alan Kohler have acknowledged his warnings of that impending crisis. In one of his most controversial and contrarian calls he predicted Donald Trump would win the 2016 US election. On Monday 24 February 2020, in a CNBC TV interview, he warned of an imminent 20-25% crash in global equity markets as the financial markets were far too complacent about the COVID outbreak. He was wrong they fell 35%.
Having been born in South Africa and lived in Lesotho, Swaziland, England and Bahrain, Jonathan now calls Australia home.