Kenneth Murray, chief executive of specialist financial sector investor, Blue Planet Investment Management, has shown an uncanny knack for predicting how the banking crisis will unfold. Worryingly for investors, he believes things will get much worse before they start to get better.
Blue Planetâs three long-only financials funds are among the top performers in the sector over one, three and five years. But last year Murray decided banks in most developed markets were heading for a fall.
