Scare stories about bond market liquidity

Martin Gilbert of Aberdeen Asset Management.
©Charlie Bibby/FT

Don’t bank on a central bank bailout, warns Steve Johnson

Globalisation rescues castles in the sky

The commercial property market in the developed world refuses to wilt, says John Plender

Water pipes

Drip of rules exposes financial pipework

Something is wrong with the plumbing of the world’s markets, says James Mackintosh

Mechanic during maintenance of the technical system in a factory in the 19th century. Wood engraving from the Illustrated Journal of Sundy Reading "The Day of Rest". Published by Henry S. King & Co., London. Year 1873, from January to December.

Shareholder short-termism is damaging

We are trapped in a flawed capital-market culture, says John Plender

The benefits of impact investing

Stephen Foley asks if investing to provide a social return can move into the mainstream

Dovish markets v hawkish policymakers

There is a divergence between the Fed and the markets over when rates will rise, says David Oakley

Don’t listen to what central bankers say

If the Fed does not know what is going on, how can anyone be sure, asks James Mackintosh

Woman, legs, fishnets, tights & red high heels, iStock_000016945561_Large.jpg

Ethical investment can be a bit unethical

The ESG fund universe covers a very wide spectrum, warns John Plender

Harvard campus area ID 26129237 © Americanspirit | Aerial view of Harvard Campus featuring Eliot House Clock Tower along Charles River, Cambridge, Boston, MA

Harvard will use FIFAA to catch Yale

The endowment model is changing for the cheaper, finds Stephen Foley

Relentless outflow and sinking currencies

John Plender on the end of years of hype about the wonders of investing in the developing world

Relentless heartbreak of trend following

Stephen Foley asks if commodity trading advisers have lost their ability to perform

China gives up the ghost of its debt boom

John Plender considers the problem of saving surpluses

Contrarian plunge into EM is problematic

John Plender warns against treating emerging markets as if they were a homogeneous asset class

Unicorns rarely speak a European language

The view from Silicon Valley is that Europe remains a venture-capital sideshow, says Stephen Foley

The going gets tough for value managers

John Plender addresses the big question: to dump or not to dump?

Free China markets, as long as they rise

The bursting of the equity bubble could have significant knock-on effects, says James Mackintosh

The tricky business of currency hedging

More and more companies have costs and revenues in numerous currencies, says John Plender

Battle of Congressional budget accounting

Modelling the financial impact of legislation is a political hot potato, says Stephen Foley

The trouble with predicting the end

Jonathan Davis is struggling to guess how long the bull market has left to run

An unholy alliance in share buybacks

Shareholder activists and chief executives are often the only winners, says John Plender