Financial Times FT.com

Resources

Principal content

John Authers

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

China’s long march to stock exchange stability

The big money follows contrarian thinkers

Lessons of history point to short-lived rally

Bears will hold sway

Another brick in China’s Great Wall of confusion

Fast-on-the-draw trades need spot of marshalling