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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: Wed, 28 Sep 2016 12:04:02 GMT

Last Build Date: Fri, 30 Sep 2016 05:47:32 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.
 



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



Canada quietly treads radical path on pensions

Wed, 24 Aug 2016 16:37:41 GMT

Retirement funds are pushing beyond bonds and stocks in search of better returns



Pensions and bonds: the problem explained

Tue, 23 Aug 2016 19:41:40 GMT

Bond mathematics and the scale of pension deficits



Pensions: Low yields, high stress

Mon, 22 Aug 2016 17:55:25 GMT

In the first article of a series, the Financial Times examines a creeping social and political crisis



Greed makes you a rotten investor

Fri, 19 Aug 2016 07:20:25 GMT

Behavioural finance studies suggest a love of money weakens your ability as an investor



History holds gloomy lesson for US stocks

Wed, 17 Aug 2016 11:22:25 GMT

Resting hopes for US stocks on higher earnings growth is a bet against recent history



Bond bull run lifts stocks to new records

Fri, 12 Aug 2016 07:09:51 GMT

Not since 2000 have the most quoted US indices hit records together — but bonds have done far better



Income opportunities beckon from Japan equities

Thu, 11 Aug 2016 06:47:39 GMT

Dividend yield on Topix stock index has risen above that of the S&P 500



US stocks can’t escape gravity for ever

Fri, 05 Aug 2016 06:35:32 GMT

Brazil’s Olympic win shows the links between the wider social mood and markets



Not a time for switching to emerging markets

Wed, 03 Aug 2016 17:57:15 GMT

EM assets are vulnerable both to a rise in bond yields and perceived geopolitical risk



Trump is entitled to his view on stocks

Tue, 02 Aug 2016 18:28:54 GMT

But the Republican candidate should spell out his plan for ‘scary scenarios’, writes John Authers



US earnings reach a turning point

Fri, 29 Jul 2016 16:31:46 GMT

US stock market might put in another long period without a new high unless profits grow



Central banks are not the enemy

Thu, 28 Jul 2016 04:00:50 GMT

‘Monetary policy has stayed too loose for too long: that is a failure of politicians’



Brexit casts long shadow over UK stocks

Wed, 27 Jul 2016 13:08:55 GMT

Range of outcomes suggests political uncertainty will play dominant role



The bizarre logic at play in markets

Fri, 15 Jul 2016 16:41:49 GMT

Slumbering interest rates coexist with peak share prices



Strong performance suggests real estate top

Wed, 13 Jul 2016 04:44:23 GMT

Reits like other conservative and income-producing assets look over-extended



Time for a new model pension fund rescue

Fri, 08 Jul 2016 16:34:28 GMT

Whether benefits or contributions are defined, it is vital to find a new model for retirement incomes



Case for minimum volatility looks robust

Wed, 06 Jul 2016 14:31:40 GMT

Equity markets’ post-Brexit round trip provides test for smart beta



The experts who failed the Brexit test

Fri, 01 Jul 2016 11:59:18 GMT

Most embarrassed by recent events are prediction markets



How Brexit caused a Wall Street sell-off

Wed, 29 Jun 2016 13:40:33 GMT

Reminder of political risk coincides with markets looking ready for a fall



Markets and politics — the awkward dance

Tue, 28 Jun 2016 08:31:34 GMT

Perception and reality in both spheres are hopelessly interlinked and reflexive



Brexit: A Long View of a new Black Friday

Fri, 24 Jun 2016 05:39:58 GMT

Central banks cannot take market moves like this lying down



Why currency markets were wrongfooted

Fri, 24 Jun 2016 01:12:14 GMT

If Leave triumphs, there is an elevated risk of a financial accident, writes John Authers



Market fears run deeper than Brexit vote

Fri, 17 Jun 2016 20:03:08 GMT

Many reliable measures of anxiety and risk-aversion show investors alarmed or braced for a crisis



MSCI was right to hold firm on China

Wed, 15 Jun 2016 19:38:56 GMT

Index provider’s decision is justifiable even if it will put pressure on markets



Hedge funds: Overpriced, underperforming

Tue, 24 May 2016 13:20:09 GMT

The industry has ballooned thanks to pension funds. Now institutional investors are taking a look at costs and returns



Crude soothsayers should recall Peak Oil

Fri, 13 May 2016 17:25:03 GMT

Oil market’s ‘grand narratives’ can be read as cautionary tales for investors



Data ‘arms race’ is alpha lifeline

Wed, 11 May 2016 14:03:09 GMT

Active managers need to step up search for alpha to counter passive threat



Lack of conviction reflects negative mood

Fri, 06 May 2016 19:07:06 GMT

Swift recovery for risk markets since February shows sign of reversal



Poor earnings suggests bear market looms

Wed, 04 May 2016 17:45:45 GMT

Highly unusual for equity markets to go as long as a year without making a new high