Rising rates not always emerging markets poison

July 31, 2014

July 31 (Reuters) – The taper tantrum was brutal, but rising
rates do not have to mean lousy performance for emerging
markets.

Fed to widen Main St/Wall St gap: James Saft

July 30, 2014

July 30 (Reuters) – The Federal Reserve carried on its merry
tapering on Wednesday, and though the accompanying statement was
probably rightly viewed as dovish it signals a potential sting
down the road.

Trade may be flagging, global growth at risk: James Saft

July 29, 2014

July 29 (Reuters) – While most investors are transfixed by
trying to anticipate the next jurisdiction-hopping, tax-driven
merger, there are small but growing signs that global growth may
be headed for a slowdown.

Coming up: five lean but volatile years: James Saft

July 24, 2014

July 24 (Reuters) – Even adjusting for extraordinarily low
interest rates, global equities are expensive and finding
double-digit annual real returns over the next five years is
going to be tough.

Saft On Wealth: New money fund rules keep illusions alive

July 24, 2014

By James Saft

(Reuters) – New money market fund reforms are half measures which will fail to end investors’ illusion that there is such a thing as a safe asset.

New money fund rules keep illusions alive

July 23, 2014

July 23 (Reuters) – New money market fund reforms are half
measures which will fail to end investors’ illusion that there
is such a thing as a safe asset.

Russia worries in a low-volatility world

July 22, 2014

By James Saft

(Reuters) – Rising tensions between Russia and the West are doing what central bankers can’t or won’t: scare investors.

Russia worries in a low-volatility world: James Saft

July 22, 2014

July 22 (Reuters) – Rising tensions between Russia and the
West are doing what central bankers can’t or won’t: scare
investors.

Slow house price gains to crimp start-ups: James Saft

July 18, 2014

By James Saft

(Reuters) – The outlook for house prices is dimming, and one unexpected casualty may be new jobs at start-ups.

Who’s afraid of Janet Yellen?

July 16, 2014

July 16 (Reuters) – Markets aren’t afraid of Janet Yellen,
but you might want to be.