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John Authers | The Long View - Financial Times



A weekly column that examines the long-term market trends that affect investors globally



Published: Fri, 02 Dec 2016 18:10:24 GMT

Last Build Date: Mon, 05 Dec 2016 02:43:13 GMT

Copyright: © Copyright The Financial Times Ltd 2016. "FT" and "Financial Times" are trademarks of the Financial Times. See http://www.ft.com/servicestools/help/terms#legal1 for the terms and conditions of reuse.
 



The meaning of this bond-sell off

Fri, 02 Dec 2016 18:10:24 GMT

A rapid rise in US government bond yields is changing everything else in markets



Stock rally ending not with a bang but a whimper

Thu, 01 Dec 2016 04:13:31 GMT

Market bubble expert says US equities will limp downwards with decade of low returns



US markets: Trump’s bull run

Fri, 25 Nov 2016 18:21:16 GMT

A rally in shares since the election signals the start of a pro-growth narrative



Thanks be to Trump, says record-setting Wall Street

Fri, 25 Nov 2016 04:00:40 GMT

Reagan-era parallel fails because economy and market are in such different positions



Summer start of ‘Trump rally’ matters

Wed, 23 Nov 2016 08:55:31 GMT

The markets were already betting on reflation before Trump’s victory added extra fuel



Not just the economy that is US selling point

Fri, 18 Nov 2016 09:02:01 GMT

Any damage to public institutions in the US or UK will force investors to re-think



Lower corporate tax a major positive for the stock market

Wed, 16 Nov 2016 09:45:13 GMT

Companies that stand to benefit and have not yet been priced accordingly should repay the effort



Trump rhetoric must be measured by markets

Fri, 11 Nov 2016 17:10:04 GMT

‘Trumpflation’, a ‘tariff tantrum’ and a fight with the Fed are all on the risk list



Donald Trump and markets: six impossible things

Fri, 11 Nov 2016 04:00:54 GMT

New financial world suddenly opens that had previously been thought unimaginable



Look for yield plays after Trump shock fades

Wed, 09 Nov 2016 09:35:11 GMT

In the near term, a focus looms on the Federal Reserve and low interest rates



Donald Trump and the bonfire of the certainties

Wed, 09 Nov 2016 08:32:04 GMT

The political denouement of the financial crisis arrives at last



Epstein follows the money to historic Cubs victory

Fri, 04 Nov 2016 17:59:23 GMT

A young statistician becomes the greatest baseball executive of his generation



Markets grapple with fallout if Trump wins

Fri, 04 Nov 2016 08:11:01 GMT

Brexit playbook may prove helpful to investors if Donald Trump captures White House



Probability of a Trump victory remains underpriced

Thu, 03 Nov 2016 05:03:35 GMT

Big swings in prediction markets in the last few days of a campaign are the norm



The tale of the savvy investor and the loaded coin

Fri, 28 Oct 2016 15:07:46 GMT

Why the outcome of a game with stacked odds favouring the player is terrifying



Ethical investing’s promising rebranding

Wed, 26 Oct 2016 14:27:39 GMT

Investors’ willingness to engage on ethical questions may actually improve returns



Demographics and markets: The effects of ageing

Tue, 25 Oct 2016 18:04:30 GMT

Will the rising number of retirees cause inflation and help lift the economy?



Grantham says presidential cycle investing is dead

Tue, 25 Oct 2016 03:30:51 GMT

Fed has curtailed market gains once typical of presidency’s third year, says investor



How it pays to get the timing right on US presidents

Mon, 24 Oct 2016 10:30:25 GMT

Gridlock can favour bonds, but Obama terms defy trend on third year equity returns



US election guide to prediction markets and bets

Mon, 24 Oct 2016 10:30:25 GMT

Binary votes can have big impacts but markets are not well equipped to deal with them



Trump lacks status to challenge the status quo

Fri, 21 Oct 2016 21:06:58 GMT

Republican is set to lose the US election but the anger he embodies will not go away



Why bond yields are so low

Thu, 20 Oct 2016 05:00:34 GMT

John Authers examines prospects for rises



Is monetary policy finally yielding to fiscal stimulus?

Thu, 20 Oct 2016 03:00:27 GMT

Bond investors dislike growing government indebtedness and rising inflation



Where Trump is right and wrong on the renminbi

Fri, 14 Oct 2016 11:49:19 GMT

China’s currency has given up its dollar gains, but not for the reasons the candidate suggests



The pound’s longer, sharper Brexit shock

Wed, 12 Oct 2016 17:14:35 GMT

Sterling’s sharp sell-off represents a challenge by forex markets to the UK government



End of US earnings recession no catalyst for bulls

Wed, 12 Oct 2016 09:14:52 GMT

Falling margins make it harder to justify paying rich multiples on shares



UK isolation bodes ill for the pound

Fri, 07 Oct 2016 17:10:16 GMT

In times of trouble sterling tends to be thrown to the wolves



Investors must treat FTSE 100 rally with care

Wed, 05 Oct 2016 06:48:26 GMT

A depreciating currency is powering a gain in UK stocks that makes them look expensive



Trump, Deutsche and risks of complacency

Fri, 30 Sep 2016 16:29:38 GMT

Two very different problems present challenges for investors



Why smart beta risks getting frightfully silly

Wed, 28 Sep 2016 12:04:02 GMT

The approach based on finding hot new ‘factors’ runs the risk of repeating time-worn mistakes



Wounds from 2008 crisis are still bleeding

Fri, 23 Sep 2016 17:34:17 GMT

Investors and markets not positioned for the era of cheap money sparking growth and inflation



Argentina: a great buying opportunity?

Thu, 22 Sep 2016 14:08:05 GMT

If country’s president can keep the public onside, the country is a great opportunity for investors



Truth about financial crisis a mystery

Fri, 16 Sep 2016 18:36:54 GMT

Eight years after Lehman’s collapse, further proof that we do not know what we thought we knew



Real estate enjoys its splendid isolation

Wed, 14 Sep 2016 17:26:30 GMT

Reits do not belong in same sector as banks in era of low rates



A watershed moment may be near for bonds

Mon, 12 Sep 2016 11:29:56 GMT

Friday’s sharp sell-off in bonds and stocks should usher in a testing period for markets



Active managers must get down to basics

Wed, 07 Sep 2016 15:22:05 GMT

The low-cost pull of passive investing will remain but active managers can help themselves



A decade of the Long View distilled

Fri, 02 Sep 2016 08:01:02 GMT

What Hindsight Capital, an imaginary fund with perfect foresight, would have done over the past decade



The pensions crisis script can be changed

Fri, 26 Aug 2016 18:13:25 GMT

Overhauling the design of pension plans and saving more are critical to healthy retirements



Pensions’ shift into private equity ignores risks

Fri, 26 Aug 2016 06:23:51 GMT

Doubts are being raised over whether buyout funds can still deliver strong returns



Target-dated funds need an overhaul

Thu, 25 Aug 2016 05:00:12 GMT

TDFs help pension plans but face challenges of fees, asset allocation and benchmarks