Mohamed El-Erian | Financial Times

Tuesday, 24 January, 2023

Markets InsightPassive Investing

Why passive investing makes less sense in the current environment

This is an investment world that will reward much greater selectivity and dynamic asset allocation

Monday, 9 January, 2023

Markets InsightGlobal Economy

We need to pay more attention to misaligned economic signals

Investors should be wary of a repeat of last year’s ‘transitory inflation’ type of mistake

Monday, 12 December, 2022

Markets InsightFederal Reserve

Next year’s unpleasant choices confronting the Fed

Central bank might stick officially to 2% inflation target but, in practice, pursue a higher one

Monday, 28 November, 2022

Markets InsightUS economy

The consensus forecast on recession risks complacency

Planning for a range of outcomes is preferable to relying on a shaky prediction

Monday, 31 October, 2022

Markets InsightCapital markets

BoJ’s inevitable pivot looms as a risk for markets

Central bank faces a tricky but necessary exit from its ‘yield curve control’ policy

Monday, 17 October, 2022

Markets InsightGlobal economic growth

A collective will to tackle global challenges needs more tools

IMF meetings yet to align better awareness of major economic problems with the scale of action required

Wednesday, 28 September, 2022

Markets InsightUK business & economy

UK damage just starting if market disorder is allowed to persist

What the government and Bank of England need to do now before the situation gets even more problematic

Thursday, 15 September, 2022

Markets InsightMarkets

The rollercoaster ahead for the economy and investors

US central bank policy mistakes and market stress are worrisome possibilities in the months ahead

Saturday, 27 August, 2022

Markets InsightJerome H. Powell

Jay Powell is focusing too much on the present

The central banker missed an opportunity to regain control of the Federal Reserve’s policy narrative

Tuesday, 9 August, 2022

Markets InsightUS economy

It is too early to declare risk of US recession is over

Rate rises and the contraction of the Fed’s balance sheet may still pull the rug from under the economy and markets

Monday, 25 July, 2022

Markets InsightEmerging market investing

How to invest in emerging markets

Historically cheap pricing is not enough given the macro headwinds

Wednesday, 13 July, 2022

Markets InsightUS inflation

US inflation surge signals tough times ahead

The damage from the sharp rise in prices has already been unleashed

Wednesday, 29 June, 2022

Markets InsightFederal Reserve

The risk of a flip-flopping Fed

There is a danger of the classic ‘stop-go’ trap that haunted many western central banks in the 1970s and 1980s

Monday, 20 June, 2022

Markets InsightCentral banks

Central banks and markets share a secular awakening

There is no hiding from the long-term transition to more challenging financial conditions

Monday, 30 May, 2022

Markets InsightPrivate equity

Private equity cannot avoid the reckoning in markets

Both the real economy and the financial system are in a destabilising phase for both public and private investors

Tuesday, 17 May, 2022

Markets InsightUS Dollar

The dollar’s rapid rise increases risks for global economy

Dangers are particularly acute for developing countries already facing number of crises

Monday, 2 May, 2022

Markets InsightMonetary policy

Investors face volatility as demand stalls amid supply disruptions

Central bank tightening will pressure an already-slowing global economy

Monday, 11 April, 2022

Federal Reserve

Monetary policy must serve the real economy not just financial markets

Two-decade-long market dominance over monetary policy threatened by high and persistent inflation

Monday, 4 April, 2022

World

Stocks’ mysterious strength should not stop investors acting

Those heavily exposed should make the most of the strength of equities and take some chips off the table

Tuesday, 15 March, 2022

Markets InsightWar in Ukraine

Market fallout from Ukraine war combines the risks of past crises

Global economy faces some of the same challenges of the 1970s, 1980s, and 1990s — but all simultaneously

Saturday, 26 February, 2022

Markets InsightWar in Ukraine

Six factors to guide investors during Ukraine turmoil

Portfolios will need to be prepared to deal with a wide range of ‘what if’ scenarios

Monday, 21 February, 2022

Markets InsightMarkets

There is more to market volatility than Ukraine

Investors need strong stomachs to deal with large swings in asset prices

Monday, 7 February, 2022

Markets InsightMonetary policy

Fed and ECB still behind the inflation curve

Central banks risk a pile-up of monetary policy tightening as inflation expectations become more embedded

Monday, 24 January, 2022

Markets InsightFederal Reserve

Bold policy response needed to restore Fed credibility on inflation

Central bank’s policy-setting committee must catch up to realities of rising prices

Tuesday, 4 January, 2022

Markets InsightGlobal inflation

The key to 2022 will be how inflation is brought down

In misjudging the risk of rising prices, the Fed gave markets a profitable 2021 but more difficult year ahead

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