Forget finding that stock-picking savant

June 10, 2015

June 10 (Reuters) – If active fund managers are to have any
hope of outperforming the passive alternative they are probably
going to have to be good at picking stocks.

Emerging markets throw a Fed rate hike sulk: James Saft

June 9, 2015

June 9 (Reuters) – With the prospect of a U.S. interest rate
rise this year becoming more realistic, emerging markets will
throw, if not quite yet a tantrum, then a sulk.

Something else to get used to – lower stock prices: James Saft

June 4, 2015

June 4 (Reuters) – It may be more than bond market
volatility that investors need to get used to; lower stock
prices may also be a feature of the bond market reset.

Save well early, allocate well late

June 3, 2015

By James Saft

(Reuters) – Concentrate on savings when you are young, but worry more about making the right asset allocation as you get closer to retirement.

Petrobras’ remarkable 100-year bond: James Saft

June 2, 2015

June 2 (Reuters) – Sometimes, as with a glorious sunset or a
can’t-look-away train wreck, the best thing to do is to stand
back and bear witness.

The power of the fear of missing out

May 29, 2015

May 29 (Reuters) – Call it status anxiety, call it greed or
just call it clever momentum trading, but the fear of missing
out is an under-appreciated force in financial markets.

A self-driven road to capital destruction: James Saft

May 28, 2015

May 28 (Reuters) – What happens to an industry which
develops a new offering so fantastic that ownership of its
product is cut in half?

Funny times in China stocks, joke unclear -James Saft

May 21, 2015

May 21 (Reuters) – Many things about China stocks are funny,
but probably not right now to investors in Hanergy Thin Film
Power Group, Goldin Financial Holdings or Goldin Properties

Corporate bond funds + illiquidity = risk

May 20, 2015

By Jim Saft

(Reuters) – Corporate bond fund investors react badly, if intelligently, to losing money which may mean some bond funds run into and also cause trouble when a selloff in illiquid markets starts.

GDPNow or ‘SerenityNow!’ – it may not be that bad: James Saft

May 19, 2015

May 19 (Reuters) – Investors monitoring the Atlanta Federal
Reserve’s GDPNow near real-time, and now falling, economic
barometer may find themselves shouting, fruitlessly,
“SerenityNow!” at their screens.