http://www.ft.com/markets/thelongviewhttp://www.ft.com/rss/yourmoney/thelongviewFT.com - Your money, The long viewen© 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)Fri, 20 Nov 2009 18:21:20 +0000Sun, 22 Nov 2009 20:55:38 +0000Newspapers60http://news.ft.com/cms/d1f3ce1a-6bbe-11da-bb53-0000779e2340.gifhttp://www.ft.com/markets/thelongview(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/0/384ef3ba-d600-11de-b80f-00144feabdc0.html?o=%2Frss%2Fyourmoney%2Fthelongviewhttp://www.ft.com/cms/s/0/384ef3ba-d600-11de-b80f-00144feabdc0.htmlGovernment props are still essential, not least in the housing markets. Sustaining these is not easy, writes Aline van Duyn Fri, 20 Nov 2009 18:21:20 +0000http://traxfer.ft.com/cms/s/0/aec69462-d08d-11de-af9c-00144feabdc0.html?o=%2Frss%2Fyourmoney%2Fthelongviewhttp://www.ft.com/cms/s/0/aec69462-d08d-11de-af9c-00144feabdc0.htmlThe looming year-end means investors are now trying to extend their improving visibility and determine expectations next year, writes Jennifer Hughes Fri, 13 Nov 2009 20:01:22 +0000http://traxfer.ft.com/cms/s/0/760106de-cb07-11de-97e0-00144feabdc0.html?o=%2Frss%2Fyourmoney%2Fthelongviewhttp://www.ft.com/cms/s/0/760106de-cb07-11de-97e0-00144feabdc0.htmlIf 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 Fri, 6 Nov 2009 19:49:22 +0000http://traxfer.ft.com/cms/s/0/ae3f4492-c5bd-11de-9b3b-00144feab49a.html?o=%2Frss%2Fyourmoney%2Fthelongviewhttp://www.ft.com/cms/s/0/ae3f4492-c5bd-11de-9b3b-00144feab49a.htmlI did not believe US banks could muddle through and did not imagine China could rebound as strong as ever, writes John Authers Sat, 31 Oct 2009 02:00:00 +0000http://traxfer.ft.com/cms/s/0/7d1dbb28-bffa-11de-aed2-00144feab49a.html?o=%2Frss%2Fyourmoney%2Fthelongviewhttp://www.ft.com/cms/s/0/7d1dbb28-bffa-11de-aed2-00144feab49a.htmlThe authorities in the emerging world have shown that they can survive a crisis, but they are uneasy at money pouring in, writes John Authers Fri, 23 Oct 2009 18:46:25 +0100http://traxfer.ft.com/cms/s/0/dbf7f6c8-bab3-11de-9dd7-00144feab49a.html?o=%2Frss%2Fyourmoney%2Fthelongviewhttp://www.ft.com/cms/s/0/dbf7f6c8-bab3-11de-9dd7-00144feab49a.htmlUnless 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 Sat, 17 Oct 2009 03:00:00 +0100http://traxfer.ft.com/cms/s/0/2223bb86-af70-11de-ba1c-00144feabdc0.html?o=%2Frss%2Fyourmoney%2Fthelongviewhttp://www.ft.com/cms/s/0/2223bb86-af70-11de-ba1c-00144feabdc0.htmlOne 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 Fri, 2 Oct 2009 18:09:50 +0100http://traxfer.ft.com/cms/s/0/11eccb08-aa03-11de-a3ce-00144feabdc0.html?o=%2Frss%2Fyourmoney%2Fthelongviewhttp://www.ft.com/cms/s/0/11eccb08-aa03-11de-a3ce-00144feabdc0.htmlSome 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 Fri, 25 Sep 2009 20:31:50 +0100http://traxfer.ft.com/cms/s/0/e9c7ec62-a484-11de-92d4-00144feabdc0.html?o=%2Frss%2Fyourmoney%2Fthelongviewhttp://www.ft.com/cms/s/0/e9c7ec62-a484-11de-92d4-00144feabdc0.htmlPopulated by statistical geeks armed with impenetrable formulas, even the corporate bond market's more accessible corners carry negative labels, writes Jennifer Hughes Fri, 18 Sep 2009 20:13:08 +0100http://traxfer.ft.com/cms/s/0/e4fb11dc-9ef8-11de-8013-00144feabdc0.html?o=%2Frss%2Fyourmoney%2Fthelongviewhttp://www.ft.com/cms/s/0/e4fb11dc-9ef8-11de-8013-00144feabdc0.htmlSpeak it softly, but the bubble word has been mentioned. Could we really be looking at another one so soon, asks Jennifer Hughes Fri, 11 Sep 2009 18:40:09 +0100http://traxfer.ft.com/cms/s/0/a9a67a00-9407-11de-9c57-00144feabdc0.html?o=%2Frss%2Fyourmoney%2Fthelongviewhttp://www.ft.com/cms/s/0/a9a67a00-9407-11de-9c57-00144feabdc0.htmlThere is a rich vein to mine when searching for patterns and precedents that might help explain gyrations in western markets, writes Tom Mitchell Fri, 28 Aug 2009 20:28:01 +0100http://traxfer.ft.com/cms/s/0/8d535260-8e8a-11de-87d0-00144feabdc0.html?o=%2Frss%2Fyourmoney%2Fthelongviewhttp://www.ft.com/cms/s/0/8d535260-8e8a-11de-87d0-00144feabdc0.htmlLooking at UK stock markets in the 1970s, John Authers finds that those willing to be greedy when others were fearful received the best returnsFri, 21 Aug 2009 22:24:16 +0100http://traxfer.ft.com/cms/s/0/28084484-88fd-11de-b50f-00144feabdc0.html?o=%2Frss%2Fyourmoney%2Fthelongviewhttp://www.ft.com/cms/s/0/28084484-88fd-11de-b50f-00144feabdc0.htmlMany financial metrics that seemed to work well for years are no longer helpful. And so the effort is on to dig into financial history, says John Authers Fri, 14 Aug 2009 19:19:59 +0100http://traxfer.ft.com/cms/s/0/18f56c32-8386-11de-a24e-00144feabdc0.html?o=%2Frss%2Fyourmoney%2Fthelongviewhttp://www.ft.com/cms/s/0/18f56c32-8386-11de-a24e-00144feabdc0.htmlThe question is: where next? This rally is not unprecedented but there are few comparisons. Perhaps the likely outcome is a period directionless trade, writes John Authers Fri, 7 Aug 2009 20:19:56 +0100http://traxfer.ft.com/cms/s/0/04514838-7df4-11de-8f8d-00144feabdc0.html?o=%2Frss%2Fyourmoney%2Fthelongviewhttp://www.ft.com/cms/s/0/04514838-7df4-11de-8f8d-00144feabdc0.htmlChina's growth is impressive but it has left many analysts baffled, writes John Authers Fri, 31 Jul 2009 18:43:37 +0100