http://www.ft.com/markets/insighthttp://www.ft.com/rss/markets/insightFT.com - Markets Insighten© Copyright The Financial Times Ltd 2009. "FT" and "Financial Times" are trademarks of the Financial Times. See http://www.ft.com/servicestools/help/terms#legal1 for the terms and conditions of reuse.client.support@ft.com (Client Support)Thu, 19 Nov 2009 18:50:26 +0000Sat, 21 Nov 2009 09:20:04 +0000Newspapers15http://news.ft.com/cms/d1f3ce1a-6bbe-11da-bb53-0000779e2340.gifhttp://www.ft.com/markets/insight(PICS-1.1 "http://www.classify.org/safesurf/" L gen true for "http://www.ft.com/" r (SS~~000 1))http://traxfer.ft.com/cms/s/0/b578f4fe-d532-11de-81ee-00144feabdc0.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/b578f4fe-d532-11de-81ee-00144feabdc0.htmlIt is difficult to imagine what was going through the brain of Goldman Sachs boss Lloyd Blankfein when the bank announced a $500m initiative to help small US businessesThu, 19 Nov 2009 18:50:26 +0000http://traxfer.ft.com/cms/s/0/600fca34-d38d-11de-9607-00144feabdc0.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/600fca34-d38d-11de-9607-00144feabdc0.htmlTrevor Greetham, director of asset allocation at Fidelity International, says that by focusing on leverage, this banking crisis can end well Tue, 17 Nov 2009 15:36:13 +0000http://traxfer.ft.com/cms/s/0/a8ad8980-d481-11de-a935-00144feabdc0.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/a8ad8980-d481-11de-a935-00144feabdc0.htmlInvestment fads again seem to be the great driver of portfolio construction, rather than the basic principles of asset allocationWed, 18 Nov 2009 21:00:57 +0000http://traxfer.ft.com/cms/s/0/797f2cb6-cfb5-11de-a36d-00144feabdc0.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/797f2cb6-cfb5-11de-a36d-00144feabdc0.htmlInsight: Gillian Tett asks if we are ducking the real issue with talk of CoCos rather than finding a meaningful cross-border system to handle bank failuresFri, 13 Nov 2009 09:49:28 +0000http://traxfer.ft.com/cms/s/0/c4e12218-ced4-11de-8a4b-00144feabdc0.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/c4e12218-ced4-11de-8a4b-00144feabdc0.htmlCaitlin Long looks at how the US financial system will cope with maturing debt which has a stranglehold on credit capacityWed, 11 Nov 2009 15:59:50 +0000http://traxfer.ft.com/cms/s/0/6189ecec-ce19-11de-a1ea-00144feabdc0.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/6189ecec-ce19-11de-a1ea-00144feabdc0.html John Plender asks whether any lessons can be learnt from the hedge fund business model for redesigning a flawed narrow banking system Tue, 10 Nov 2009 17:42:07 +0000http://traxfer.ft.com/cms/s/0/f035ae2c-cd60-11de-8162-00144feabdc0.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/f035ae2c-cd60-11de-8162-00144feabdc0.htmlThe dominant contributing factor in this recession has been the collapse of corporate, rather than consumer, spending, writes David Bowers Mon, 9 Nov 2009 19:12:57 +0000http://traxfer.ft.com/cms/s/0/5874e922-ca1d-11de-a5b5-00144feabdc0.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/5874e922-ca1d-11de-a5b5-00144feabdc0.htmlDon't let the fact that no clearing house has failed before create complacency, writes Gillian TettThu, 5 Nov 2009 16:19:56 +0000http://traxfer.ft.com/cms/s/0/eda89b0e-c948-11de-b551-00144feabdc0.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/eda89b0e-c948-11de-b551-00144feabdc0.htmlNew standards are needed for risk and liquidity management within money market funds, says Hugo Bänziger at Deutsche BankWed, 4 Nov 2009 15:30:56 +0000http://traxfer.ft.com/cms/s/0/8bc358bc-c893-11de-8f9d-00144feabdc0.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/8bc358bc-c893-11de-8f9d-00144feabdc0.htmlWhat's surprising about Saudi Arabia dropping the Nymex contract as its benchmark oil price is that it took so long to happen, says Ed Morse Tue, 3 Nov 2009 17:18:35 +0000http://traxfer.ft.com/cms/s/0/78e2eae4-c7af-11de-8ba8-00144feab49a.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/78e2eae4-c7af-11de-8ba8-00144feab49a.htmlThe current frothiness of emerging markets, centred around China, may only be a foretaste of what is to come, says Peter Tasker Mon, 2 Nov 2009 13:25:15 +0000http://traxfer.ft.com/cms/s/0/785f203a-c4a1-11de-8d54-00144feab49a.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/785f203a-c4a1-11de-8d54-00144feab49a.htmlWhat is being quietly tried in Singapore's property market may yet spread to western markets, writes Gillian TettThu, 29 Oct 2009 16:26:07 +0000http://traxfer.ft.com/cms/s/0/6dbbf5a6-c3d7-11de-a290-00144feab49a.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/6dbbf5a6-c3d7-11de-a290-00144feab49a.htmlThe revival in household income and spending will make fiscal stimuli redundant over the next few quarters, writes Tim Bond at Barclays CapitalWed, 28 Oct 2009 16:04:22 +0000http://traxfer.ft.com/cms/s/0/8dba39a2-c315-11de-8eca-00144feab49a.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/8dba39a2-c315-11de-8eca-00144feab49a.htmlWe are in an interregnum where investors are circumspect about leverage, says John Plender. Now's the time for companies to think again about capital structuresTue, 27 Oct 2009 16:33:49 +0000http://traxfer.ft.com/cms/s/0/064f0ff2-bf2c-11de-a696-00144feab49a.html?o=%2Frss%2Fmarkets%2Finsighthttp://www.ft.com/cms/s/0/064f0ff2-bf2c-11de-a696-00144feab49a.htmlThe trigger is the money central bankers have poured into the system that is without a home since most banks do not want to use it to make loansThu, 22 Oct 2009 18:10:46 +0100