On the eve of a potentially crucial announcement from the Federal Reserve, John Authers examines why man in the market are worried about a repeat of 1937. They are terrified that the Fed could raise rates soon. Fed Rate Hike, […]
Tag: John Authers
John Authers on the case for the US equities bears in 2015: profit margins must surely fall, the labour market is not as strong as it looks, and rates will probably rise. Charts For Christmas: Bear Case For US Equities
Nice video from John Authers of the FT. Also check out this article for related coverage. Active fund managers, who attempt to beat the market, suffered their worst performance in decades during 2014, while money flowed out to rival passive […]
John Authers talks to the FT’s Gregory Meyer and Stephen Foley about winners and losers from gyrations in the energy markets, and who is betting on $35 oil. Which Hedge Funds Were The Big Winners And Losers From Oil Collapse?
Bitcoin is not going to supplant governments or bring down the banks. But as the hype around the digital currency subsides, banks and entrepreneurs are trying to use bitcoin in ways that could revolutionise the banking industry. The FT’s John […]
Most active fund managers fail to beat their benchmark index. But it’s worse than that. That benchmark is often weighted by market value, meaning the most expensive stocks are overweighted. Tim Edwards, director of index strategy at S&P Dow Jones […]
Asset managers are about to prey on each other, with many forecasting a wave of M&A. Jörg Ambrosius, head of asset management servicing for Europe at State Street, tells John Authers that many mid-sized asset managers will be squeezed out. […]
Regularly getting out of popular stocks in favor of unfashionable ones is the key to smart beta’s success. Rob Arnott, Research Affliates founder, admits to the FT’s John Authers that his investment strategy does depend on dumb investors to succeed. […]
Small Caps have outperformed larger stocks for years leading to fear they are overvalued. David Ranson at Wainwright Economics tells John Authers they may not be as expensive as they look and even if they were it might not be […]
The search for yield has driven investors to catastrophe bonds, pushing their yield down. Gillian Tett, FT columnist, explains to John Authers that the return for the risk is not enough anymore for Warren Buffett. Is Catastrophe Bond Boom Worrying?
Playing blind appears to be the way to make money using behavioral finance. Tom Howard, chief executive of AthenaInvest, tells John Authers why not knowing the names of your investments or the purchase price can help in making the right […]