Karen Ward | Financial Times

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Thursday, 28 November, 2019

Markets InsightUK government spending
‘Magic money tree’ offers sour fruit for bondholders
Beware the impact of spending pledges from across the UK’s political spectrum
Monday, 15 July, 2019

Markets InsightMonetary policy
Investors must brace for extraordinary policy reactions
A co-ordinated fiscal and monetary response may be the best fit but with unpredictable consequences
Monday, 20 May, 2019

Markets InsightEquities
Markets are showing unwarranted faith in the Fed
Monetary authorities are unable to counter the potential fallout from economic shocks
Thursday, 21 February, 2019

Markets InsightEquities
Time to gird stock portfolios for a bumpier ride
A lot needs to go right for equity markets to extend their rebound this year
Wednesday, 2 January, 2019

Markets InsightEquities
Only nimble investors can tackle the trade war threat
Portfolios can be tweaked to improve resilience but no single strategy will work
Monday, 8 October, 2018

Markets InsightMarkets
Equity investors can defend against next downturn
Defensive sectors such as consumer staples a better path than jumping out of equities completely
Monday, 6 August, 2018

Markets InsightSovereign bonds
Investors exposed to complacency over low inflation
Bond market still underestimates danger posed by political developments in the west
Monday, 8 January, 2018

World
Stoxx 600 at 2-year high as European bourses extend global rally
Monday, 18 December, 2017

Markets InsightEquity valuation
US employment trend set to boost Europe stocks
Mounting pressure to join the labour force will bolster corporate earnings
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Monday, 30 October, 2017

UK Budget
Hammond appoints Citadel economist as new economic adviser