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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. - -
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
There is a rich vein to mine when searching for patterns and precedents that might help explain gyrations in western markets, writes Tom Mitchell
The big money follows contrarian thinkers
Looking at UK stock markets in the 1970s, John Authers finds that those willing to be greedy when others were fearful received the best returns
