John Robson, Chairman and Fund Manager

Every day, I ask myself the same question: Have the rules of the game changed?

www.fullcircleasset.co.uk tel 01689 877725 fax 01689 877728
Stafford House 120-122 High Street Orpington Kent BR6 0JS

John Robson, Chairman and Fund Manager

Following a business career involving personal experience of vastly changing conditions – including the boom and bust in equities during the 1970s and the rise of inflation throughout the 1960s and 1970s – John has devoted over 30-years to studying and researching investment markets and how they interact with economic conditions.
Based on rigorous, in-depth analysis and his own far-reaching personal experience, John specifically forecast the downturn in the property market in the late 1980s and he was one of only a handful of commentators to predict the severity and length of the recession in the early 1990s. John’s work also helped him to warn and advise clients on the stock market crash in Japan, the collapse of the with-profit insurance company investment concept, the troubles that final salary pensions suffered because of their inappropriate investment strategies, the fall in stock markets from 2000 and the opportunities in commodity markets from 2001 - just some of his valuable insights.
John lives close to the office and also has an office at his home. He is at one of his desks no later than 4am every morning reviewing the latest market action and assimilating important news across the world. He is quoted as saying that his continuing immersion in financial charts and the developing financial news is what helps him to recognise key moments. It is rather like listening to a new piece of music never heard before but knowing immediately when a musician strikes a wrong note. Those ‘wrong notes’ are crucial to his perception of major changes in “the rules of the game”. It is invariably the case that the behaviour of markets at key turning points is counter intuitive; only thorough immersion in what is going on, he says, will ensure the recognition of such significant moments.

His view is that the ongoing exponential economic growth of China is the most significant economic event for nearly 100 years. The rules of the game have changed.