John Husselbee: View from the front row

Your summer holiday may already seem a long time ago but I wonder how many of you had a similar experience to me over the past couple of months.  While sitting on the beach, perhaps, or enjoying a few sangrias in the evening, you strike up a conversation with fellow holidaymakers and talk eventually turns to your line of work. Answering finance or investment, as readers will know, typically leads to a lengthy discussion about your new friends' portfolios and where they might find the next big investment opportunity. I found myself in such a situation over the summer and Tony from Nott...