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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, 21 Oct 2016 21:06:58 GMT

Last Build Date: Sun, 23 Oct 2016 22:53:41 GMT

Copyright: © Copyright The Financial Times Ltd 2016. "FT" and "Financial Times" are trademarks of the Financial Times. See for the terms and conditions of reuse.

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

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