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John Authers, the FT’s investment editor, writes a weekly column examining the long-term market trends that affect investors globally.
Read this week’s column and an archive of previous columns below. - -
Local woes spark fears of US double-dip recession
Government props are still essential, not least in the housing markets. Sustaining these is not easy, writes Aline van Duyn
Visibility improved but storms may lie ahead
The looming year-end means investors are now trying to extend their improving visibility and determine expectations next year, writes Jennifer Hughes
Why dollar carry trade faces hidden dangers
If there is a reason the dollar carry trade becomes unprofitable – such as a rise in US interest rates or bond rates – the interplay between different types of investors will be key, writes Aline van Duyn
OK, I called the rally wrong - and here's why
I did not believe US banks could muddle through and did not imagine China could rebound as strong as ever, writes John Authers
Question of maturity in developing economies
The authorities in the emerging world have shown that they can survive a crisis, but they are uneasy at money pouring in, writes John Authers
Goldman's success is a double-edged sword
Unless the intervention comes very soon, then the outperformance of financials should continue for a while longer, in spite of mounting credit losses, writes John Authers
Triumph of common sense over benchmarks
One shift in investing’s future is more or less assured – institutions and retail savers will change the way they judge fund managers, writes John Authers
Yield curve watchers divided over bank power
Some investors would dismiss banks’ buying of bonds as a more technical factor, but the curve’s enviable economic signalling record suggests they ignore this at their peril, says Jennifer Hughes
Risks of treading in the tracks of fallen angels
Populated by statistical geeks armed with impenetrable formulas, even the corporate bond market’s more accessible corners carry negative labels, writes Jennifer Hughes
Wounded generation of investors at crossroads
Speak it softly, but the bubble word has been mentioned. Could we really be looking at another one so soon, asks Jennifer Hughes
