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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, 13 Jan 2017 23:58:29 GMT

Last Build Date: Mon, 16 Jan 2017 20:20:35 GMT

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Authers’ Note: off the charts

Fri, 13 Jan 2017 23:58:29 GMT

The FT’s daily newsletter on the world of investment



Is it time to look beyond Wall Street?

Fri, 13 Jan 2017 20:25:40 GMT

Deregulation will boost animal spirits, but doubts about Trump remain



Authers’ Note: glass half-full

Fri, 13 Jan 2017 00:24:25 GMT

The FT’s daily newsletter on the world of investment



Authers’ Note: Qualitative-Quantitative-Qualitative

Thu, 12 Jan 2017 01:54:55 GMT

The FT’s daily newsletter on the world of investment



Value investing back in fashion amid Great Rotation

Wed, 11 Jan 2017 11:41:44 GMT

Momentum style falls out of favour as stock pickers return



Authers’ Note: Rotating is back in style

Tue, 10 Jan 2017 23:55:58 GMT

The FT’s daily newsletter on the world of investment



Authers’ Note: Confidence Game

Tue, 10 Jan 2017 02:57:43 GMT

The FT’s daily newsletter on the world of investment



Authers’ Note: Introducing Contrarian Capital LP

Sat, 07 Jan 2017 01:15:53 GMT

The FT’s daily newsletter on the world of investment



Contrarians sidelined by Trumpflation trade

Fri, 06 Jan 2017 18:12:13 GMT

There is far too much uncertainty to be anything other than diversified



Authers’ Note: Reflation re-evaluation

Fri, 06 Jan 2017 00:37:19 GMT

The FT’s daily newsletter on the world of investment



Authers’ Note: Big in Japan

Thu, 05 Jan 2017 00:34:54 GMT

The FT’s daily newsletter on the world of investment



US business has to come off the fence on Trump

Wed, 04 Jan 2017 11:04:11 GMT

Outlook briefings to investors to coincide with first days of the 45th president



Authers’ Note: Who wins at competitive devaluation?

Wed, 04 Jan 2017 00:31:49 GMT

The FT’s daily newsletter on the world of investment



Investor calm ignores potential for sudden upsets

Fri, 30 Dec 2016 19:33:03 GMT

Slumbering US equity volatility a sign that things are too quiet



A decade of Hindsight Capital’s winners and losers

Fri, 30 Dec 2016 13:51:31 GMT

Shorting oil and buying Russell 2000 small-cap shares was the trade of the decade



Authers’ Note: Another Great Moderation?

Fri, 23 Dec 2016 23:42:32 GMT

The FT’s daily newsletter on the world of investment



The trades a clairvoyant would have made in 2016

Fri, 23 Dec 2016 09:56:55 GMT

There was much to make gains on this year as market turmoil abounded 



Authers’ Note: The Dr Strangelove Market

Thu, 22 Dec 2016 00:38:25 GMT

The FT’s daily newsletter on the world of investment



There are reasons for investors to cheer ETFs

Wed, 21 Dec 2016 11:55:25 GMT

Re-ordering the fund manager and financial adviser relationship has done some good



Authers’ Note: party like it’s 19,990

Wed, 21 Dec 2016 01:05:53 GMT

The FT’s daily newsletter on the world of investment



Authers’ Note: Excessively Traded Funds

Tue, 20 Dec 2016 01:14:50 GMT

The FT’s daily newsletter on the world of investment



Authers’ Note: Regime change

Sat, 17 Dec 2016 00:56:41 GMT

Trump’s election has heralded a new bullish mood in markets, writes John Authers



Dominion of FX remains intact despite year of change

Fri, 16 Dec 2016 18:10:32 GMT

Greenback’s sharp appreciation since election poses real problems for other assets



Exuberance as the Dow stirs animal spirits

Fri, 16 Dec 2016 13:45:10 GMT

After financial engineering and low interest rates, change is in the air



Authers’ Note: An emerging buying opportunity

Fri, 16 Dec 2016 00:24:51 GMT

Welcome to the FT’s new daily newsletter on the world of investment



Authers’ Note: Yellen’s discordant note

Thu, 15 Dec 2016 01:12:56 GMT

Welcome to the FT’s new daily newsletter on the world of investment



Trump makes peace between the markets and the Fed

Wed, 14 Dec 2016 22:39:38 GMT

But neither the president-elect nor the Fed chair should be celebrating, writes John Authers



Trump’s tax policy will create Wall St losers

Wed, 14 Dec 2016 11:47:39 GMT

Republican’s ambitious plans will likely hurt some sectors and benefit others



Authers’ Note: Forgetting the Fed

Wed, 14 Dec 2016 02:53:25 GMT

Welcome to the FT’s new daily newsletter on the world of investment



Authers’ Note: How to discount Trump

Tue, 13 Dec 2016 00:27:59 GMT

Welcome to the FT’s new daily newsletter on the world of investment



Bogle calls for politicians to re-examine ETFs

Mon, 12 Dec 2016 04:02:17 GMT

Jack Bogle warns on turnover and fragility of fast-growing market instruments



Stockpickers forced to adapt in the age of ETFs

Sat, 10 Dec 2016 05:03:07 GMT

Most actively managed funds are not beating the index



Active managers still hanging on to ETF coat-tails

Wed, 07 Dec 2016 11:01:03 GMT

US stockpickers remain far too heavily weighted in cyclicals and inflationary stocks



Exchange traded funds: taking over the markets

Mon, 05 Dec 2016 18:33:29 GMT

The products have transformed US bourses, but some worry that ETFs are breeding systemic risks



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