Investors psyched by the endowment effect

Tendency to overvalue assets is costly and reflects investor fear

How to read signals from emerging markets

Indicators suggest bottom could be near but watch out for a crisis first

Stock market price digital display

Number-crunchers lift lid on investors

Need to fix fund management model that encourages asset gathering is clearer than ever

Delft University researchers created a quantum link between electrons at opposite ends of the campus
©Delft University of Technology

How disruptive technology destroys pensions

It displaces jobs, widens inequality and enables the services sector

Currency, banknotes, Euros, Dollars Swiss Francs

Currency hedging buoyed by strong dollar

Hedged ETFs deliver in commercial terms and investment performance

The SkyTrain is a light rapid transit metro system in greater Vancouver, British Columbia which locals and visitors use to visit restaurants located along Alexandra Road in Richmond near Vancouver which is packed with modest noodle houses and grand banquet rooms helping to fuel the reputation Vancouver has enjoyed as the Asian food capitol of North America on June 30, 2013. (Photo by Al Seib/Los Angeles Times via Getty Images)

Infrastructure: Bridging the gap

Why is there still an annual $1tn shortfall in spending for public sector projects?

Only a crisis can stop the Fed

US jobs no longer a reason for Fed to defer rate rise

Follow the cash to see the truth

Companies are getting less cash and are not optimistic they can invest it productively

Consensus thinking risks market shocks

Greatest risk lies in a US rate rise followed by bond shock

US stocks are bet on central bank support

Fed may raise rates this year but others likely to ease further

‘Liquid’ alt funds have much to prove

Investment makes sense as a tax-efficient, lower-cost alternative to hedge funds

Shareholder capitalism model under fire

Big investors are leaning increasingly towards a long-termist and more inclusive outlook

Gold rally is brief relief in bear trend

Investing now is to bet that deflationary expectations are wrong

What if rates never rise?

This is the question investors are asking, along with Fed governors

Quality stocks should shine again

Investors want companies to be more conservative and rein in debt

Peru rebirth illustrates the China effect

End of commodity supercycle poses biggest risk to growth

Hold tight for a bumpy US earnings season

Stronger dollar and lack of guidance will make for some surprises

Investors must start to question beliefs

Markets signal concern as number of assumptions called into question

Earnings to overshadow rates and payrolls

It is hard to be optimistic about the forthcoming earnings season

Carbon footprints loom large for investors

Volkswagen emission scandal brings home importance of issue

Goldman makes an ETF splash with low fees

Move suggests ETF model and smart beta have longer to run

Look to China for Fed rate moves

The world’s two largest economies are locked in a symbiotic embrace

Fed adds urgency to market’s China focus

The central bank now depends on events on the other side of the world

US rate rise harder to justify this time

Few if any precedents guide the Fed

Shiller’s Cape holds lessons for bull run

Nobel laureate’s method spells caution for US rally

Fears grow over US stock market bubble

Nobel laureate Robert Shiller highlights risks of overvalued stocks

How assets will react to a rate rise

Credit markets may pose highest risk, with investors ill-prepared

All-powerful index transforms investing

Indices have come to lead markets — not just follow them

Rate rise would fix pension crisis

Companies cannot ignore the problem as retirement pot deficits are seen as debt

Jobs figures do little to ease Fed angst

Chance of September rise is still roughly a 1 in 3 shot, according to futures market

Inflows put hedge funds to the test

Increase in money from pension funds puts pressure on fees

No real fear factor in August correction

Selling was so widely anticipated that becalmed investors will not be prompted to clear excess

US approaches a true bear market

Sell-off would have a long way to go in event of US downturn

A fresh deflation scare faces the Fed

Attention must now shift from China to this week’s central bank powwow in Jackson Hole

Why investors need to know about indices

The growing power of market gauges makes understanding them important

Why New York has top share of asset pie

Tough post-crisis regulation encouraged fund managers to bulk up

Smart beta’s new kids on the index block

Fresh breed of indexers seek to demonstrate new ways to beat the market

Investing: The index factor

FT series: Indices have become one of the most potent forces in markets

Renminbi shift challenges global markets

China’s economic woes, rather than PBoC, could drive devaluation

Asset allocators must read renminbi runes

China devaluation more likely to accelerate current trends than signal market turning point


John Authers John Authers is the Financial Times' Senior Investment Commentator, responsible for the weekly Long View and other columns on markets and investment. In a 22-year career at the FT, his previous posts have included global head of the Lex column, investment editor, US markets editor, Mexico City bureau chief and US banking correspondent. His latest book is The Fearful Rise of Markets.

John has a degree in Philosophy, Politics and Economics from the University of Oxford, and an MBA from Columbia University.

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