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    James Mackintosh

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    • Sunday, 13 December, 2015
      FTfmFund management
      Markets got used to the monetary medicine

      Investors believe more risk brings higher rewards. But how to measure risk, asks James Mackintosh

    • Thursday, 10 December, 2015
      The Short ViewCentral banks
      The Short Adieu

      Lessons from six years of market commentary

    • Wednesday, 9 December, 2015
      The Short ViewCapital markets
      Worrying signs as rate rise looms

      Latest harbinger of doom is the sharp rise in US junk bond yields

    • Tuesday, 8 December, 2015
      The Short ViewCurrencies
      Weak China data weigh heavy on renminbi

      Direction of currency will affect trades in everything from mining-heavy FTSE 100 to cost of steel

    • Thursday, 3 December, 2015
      The Short ViewEU economy
      Draghi errs on the side of caution

      Having prepped investors for a bazooka, he fired a popgun

    • Wednesday, 2 December, 2015
      The Short ViewCapital markets
      Gilts’ moment in the sun may have further to run

      There was money to be made in 2015 if you looked hard enough

    • Wednesday, 25 November, 2015
      Impact investing
      Coal, not climate, could be in bargain hunters’ sights

      Institutional selling could be creating a buying opportunity

    • Tuesday, 24 November, 2015
      The Short ViewIndustrial metals
      China’s sherbet lemon economy keeps investors guessing

      Both bulls and bears can be right with the landing looking hard on the outside, soft on the inside

    • Monday, 23 November, 2015
      European companies
      Italy squares up to bad loans problem with bank resolution deal

      Newly created bank resolution fund will raise €3.6bn to restructure four small lenders

    • Wednesday, 18 November, 2015
      The Short ViewGlobal Economy
      Final chapter nears for capitalism’s fairytale

      Investors in the land of Affluentia should worry about a new problem

    • Sunday, 15 November, 2015
      FTfmCurrencies
      Steady drip-drip of new rules exposes financial pipework

      Something is wrong with the plumbing of the world’s markets, says James Mackintosh

    • Thursday, 12 November, 2015
      The Short ViewUS interest rates
      Themes tell the story in forecasting markets

      If US rates rise, a bet on value stocks could make a nice Christmas gift

    • Wednesday, 11 November, 2015
      The Short ViewUS presidential election
      Investors appear unfazed by turn in political cycle

      Calm greets rise of populists and a shift leftward though affect on inflation is a concern

    • Thursday, 5 November, 2015
      The Short ViewGlobal economic recovery
      Treat central bank forecasts with caution

      Investors should try to avoid tendency to be anchored by what happens in recent past

    • Wednesday, 4 November, 2015
      The Short ViewMarkets
      S&P 500 has climbed a long way very fast

      Relative strength index casts doubt on longevity of rally

    • Monday, 2 November, 2015
      The Short ViewCommodities
      Can Turkish strongman show healing powers?

      Investors would prefer Erdogan to be magnanimous in victory

    • Thursday, 29 October, 2015
      The Short ViewCurrencies
      Market reaction dulls impact of Fed hints

      Traders torn between economic outlook and higher rate risk

    • Wednesday, 28 October, 2015
      The Short ViewCurrencies
      Sweden reloads QE bazooka but investors are not impressed

      Krona rises despite expansion of quantitative easing programme

    • Wednesday, 28 October, 2015
      Global Economy
      Puppet or muppet? The Yellen Put and the Fed’s market control

      FOMC’s statement will provide investors with further clues to timing of a rate rise

    • Tuesday, 27 October, 2015
      The Short ViewGlobal economic recovery
      The long and the short of forecasts

      Demographics and the effects of debt are not so easy to predict

    • Monday, 26 October, 2015
      The Short ViewUS equities
      For the next chapter, investors prefer the tale of easing

      Hopes for EM rest on incantations from the People’s Bank of China instead

    • Friday, 23 October, 2015
      FT Magazine
      FT Masterclass: Carriage driving with Karen Bassett

      She’s one of the sport’s most successful women, and recently drove the coffin of Richard III

    • Sunday, 18 October, 2015
      FTfmFund management
      Stop listening to what central bankers say

      If the Fed does not know what is going on, how can anyone be sure, asks James Mackintosh

    • Thursday, 15 October, 2015
      The Short ViewCapital markets
      There may be trouble ahead

      Convergence of forecasts has preceded problems in the past

    • Thursday, 8 October, 2015
      The Short ViewUS equities
      Biotech woes could be sign of shift to value stocks

      Perhaps investors have been paying too much for growth stocks

    Previous page You are on page 1 Next page

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