http://www.ft.com/markets/john-authers A weekly column that examines the long-term market trends that affect investors globally en (PICS-1.1 "http://www.classify.org/safesurf/" L gen true for "http://www.ft.com/" r (SS~~000 1)) © Copyright The Financial Times Ltd 2012. "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. Fri, 25 May 2012 16:55:42 GMT Thu, 31 May 2012 10:17:12 GMT client.support@ft.com (Client Support) 15 Newspapers http://www.ft.com/rss/markets/john-authers http://im.media.ft.com/m/img/rss/RSS_Default_Image.gif http://www.ft.com/markets/john-authers http://www.ft.com/cms/s/0/7e86e80a-a58e-11e1-a77b-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct Once the era of financial repression ends and interest rates are allowed to return to normal, there will be another cult of the equity Fri, 25 May 2012 16:55:42 GMT http://www.ft.com/cms/s/0/7e86e80a-a58e-11e1-a77b-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct 7e86e80a-a58e-11e1-a77b-00144feabdc0 http://www.ft.com/cms/s/0/38aa02ac-a0d6-11e1-851f-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct Far more must be done to reform the eurozone’s structure than politicians have so far agreed if there is to be any chance of saving the euro Sat, 19 May 2012 02:44:41 GMT http://www.ft.com/cms/s/0/38aa02ac-a0d6-11e1-851f-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct 38aa02ac-a0d6-11e1-851f-00144feabdc0 http://www.ft.com/cms/s/0/2e190656-9ab6-11e1-94d7-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct Recent election results could provide ‘forcing mechanism’ pushing politicians to sort out basis on which eurozone can continue, writes John Authers Fri, 11 May 2012 19:52:27 GMT http://www.ft.com/cms/s/0/2e190656-9ab6-11e1-94d7-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct 2e190656-9ab6-11e1-94d7-00144feabdc0 http://www.ft.com/cms/s/0/41f59642-9b85-11e1-b03e-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct US banks have so far argued effectively over-regulation would harm international competitiveness. Yet they can make money in ways the Europeans cannot Fri, 11 May 2012 18:13:50 GMT http://www.ft.com/cms/s/0/41f59642-9b85-11e1-b03e-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct 41f59642-9b85-11e1-b03e-00144feabdc0 http://www.ft.com/cms/s/0/32dca746-950d-11e1-ad72-00144feab49a.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct The weight of investors’ money is holding back a currency correction for what hedge funds might call the ‘long US-short Europe’ trade Fri, 04 May 2012 21:23:52 GMT http://www.ft.com/cms/s/0/32dca746-950d-11e1-ad72-00144feab49a.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct 32dca746-950d-11e1-ad72-00144feab49a http://www.ft.com/cms/s/0/4d93dab2-905a-11e1-8cdc-00144feab49a.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct Because growth is scarce, people will pay a premium for it – so companies that are growing keep outperforming Fri, 27 Apr 2012 22:56:27 GMT http://www.ft.com/cms/s/0/4d93dab2-905a-11e1-8cdc-00144feab49a.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct 4d93dab2-905a-11e1-8cdc-00144feab49a http://www.ft.com/cms/s/0/d87f7d86-8ae0-11e1-b855-00144feab49a.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct The country’s speculative bubble has yet to deflate properly because its banks and authorities have been slow to recognise realities Fri, 20 Apr 2012 21:20:05 GMT http://www.ft.com/cms/s/0/d87f7d86-8ae0-11e1-b855-00144feab49a.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct d87f7d86-8ae0-11e1-b855-00144feab49a http://www.ft.com/cms/s/0/e41efc0e-8575-11e1-a75a-00144feab49a.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct Leonardo had what psychologists call ‘emotional intelligence’ and maximised his gifts. Is it possible for us to do the same, asks John Authers Fri, 13 Apr 2012 19:21:12 GMT http://www.ft.com/cms/s/0/e41efc0e-8575-11e1-a75a-00144feab49a.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct e41efc0e-8575-11e1-a75a-00144feab49a http://www.ft.com/cms/s/0/c72f02de-78f9-11e1-88c5-00144feab49a.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct The Long View continues its tradition of asking four questions about trends in the market that don’t seem to make sense Fri, 06 Apr 2012 18:42:06 GMT http://www.ft.com/cms/s/0/c72f02de-78f9-11e1-88c5-00144feab49a.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct c72f02de-78f9-11e1-88c5-00144feab49a http://www.ft.com/cms/s/0/acffcc18-7a57-11e1-839f-00144feab49a.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct Markets have rallied consistently since the turn of the year, with no significant pullback and after a Great Quarter, the danger is markets enter a Latin Quarter Fri, 30 Mar 2012 19:43:05 GMT http://www.ft.com/cms/s/0/acffcc18-7a57-11e1-839f-00144feab49a.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct acffcc18-7a57-11e1-839f-00144feab49a http://www.ft.com/cms/s/0/67850c82-74d7-11e1-ab8b-00144feab49a.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct Money from bonds must go somewhere. As investors will be optimistic on the economy, it should go into stocks, writes John Authers Sat, 24 Mar 2012 03:27:57 GMT http://www.ft.com/cms/s/0/67850c82-74d7-11e1-ab8b-00144feab49a.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct 67850c82-74d7-11e1-ab8b-00144feab49a http://www.ft.com/cms/s/0/826e2616-6e4f-11e1-b98d-00144feab49a.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct The winners have been rewarded for taking some unexpected risks, writes John Authers Tue, 20 Mar 2012 23:11:34 GMT http://www.ft.com/cms/s/0/826e2616-6e4f-11e1-b98d-00144feab49a.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct 826e2616-6e4f-11e1-b98d-00144feab49a http://www.ft.com/cms/s/0/e8f2e118-6f73-11e1-9c57-00144feab49a.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct To be positive here means betting that stocks keep rising in an anaemic economy – that is not out of the question, but it still seems improbable Fri, 16 Mar 2012 18:59:08 GMT http://www.ft.com/cms/s/0/e8f2e118-6f73-11e1-9c57-00144feab49a.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct e8f2e118-6f73-11e1-9c57-00144feab49a http://www.ft.com/cms/s/0/a68850f4-69d5-11e1-8996-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct Greece’s debt is still priced at levels that only make sense if the market perceives a high chance that it will default in the future. Fri, 09 Mar 2012 19:04:03 GMT http://www.ft.com/cms/s/0/a68850f4-69d5-11e1-8996-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct a68850f4-69d5-11e1-8996-00144feabdc0 http://www.ft.com/cms/s/0/e0d7731e-6392-11e1-b85b-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct World stocks have had their best start to a year since 1991 but chances are they will fall as fresh systemic risks materialise Fri, 02 Mar 2012 21:58:03 GMT http://www.ft.com/cms/s/0/e0d7731e-6392-11e1-b85b-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct e0d7731e-6392-11e1-b85b-00144feabdc0 http://www.ft.com/cms/s/0/db45542c-5eea-11e1-a087-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct In the increasingly ugly debate over re-regulation, one fact and one widely forgotten principle should still take centre stage Fri, 24 Feb 2012 20:25:45 GMT http://www.ft.com/cms/s/0/db45542c-5eea-11e1-a087-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct db45542c-5eea-11e1-a087-00144feabdc0 http://www.ft.com/cms/s/0/53318fb2-5e25-11e1-8c87-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct After the highs and lows of the past five years, investors tend to hunt in packs. The herd mentality is stronger than ever, writes John Authers Fri, 24 Feb 2012 20:10:28 GMT http://www.ft.com/cms/s/0/53318fb2-5e25-11e1-8c87-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct 53318fb2-5e25-11e1-8c87-00144feabdc0 http://www.ft.com/cms/s/0/65eaa09e-58c6-11e1-b118-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct Central banks do not operate in a vacuum and the money they create tends to find its way to wherever it will make the greatest return Mon, 20 Feb 2012 11:17:00 GMT http://www.ft.com/cms/s/0/65eaa09e-58c6-11e1-b118-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct 65eaa09e-58c6-11e1-b118-00144feabdc0 http://www.ft.com/cms/s/0/bc9b603a-53db-11e1-9eac-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct For those young enough, there is safety in the long term but those too old to wait around need help hedging against the risk that things go wrong in short run Fri, 10 Feb 2012 20:44:47 GMT http://www.ft.com/cms/s/0/bc9b603a-53db-11e1-9eac-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct bc9b603a-53db-11e1-9eac-00144feabdc0 http://www.ft.com/cms/s/0/af9006b4-4e6a-11e1-aa0b-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct The best of both worlds – easier money in Europe and economic growth in the US – are an opportunity that EU politicians must use Fri, 03 Feb 2012 20:28:20 GMT http://www.ft.com/cms/s/0/af9006b4-4e6a-11e1-aa0b-00144feabdc0.html?ftcamp=published_links%2Frss%2Fmarkets_john-authers%2Ffeed%2F%2Fproduct af9006b4-4e6a-11e1-aa0b-00144feabdc0