Watch Greek taxpayers and depositors: James Saft

February 12, 2015

Feb 12 (Reuters) – Successful resolution of the Greek euro
fracas may depend on the players’ ability to scare the right
people in the right measure.

The diversification ‘free lunch’ isn’t

February 11, 2015

Feb 11 (Reuters) – Just as in the taverns where ‘free
lunches’ began, investors hoping to get something for nothing by
diversifying are drinking much of the profits up in the form of
fees paid out to managers.

Strong recovery is the big market risk: James Saft

February 10, 2015

Feb 10 (Reuters) – It may not take a Greek default or
Chinese slump to end the bull market if we get something as
prosaic as a strong U.S. recovery.

Nestle, negative yields and a different deflation: James Saft

February 5, 2015

Feb 5 (Reuters) – Corporate bonds did outstandingly well
during the great deflation in the 1930s but this time round may
be, well, different.

Index funds and avoiding the generics paradox

February 4, 2015

Feb 4 (Reuters) – Active investors are the hidden
beneficiaries of the rise of index funds.

For Greece and euro, much hangs on a word – insolvent: James Saft

February 3, 2015

Feb 3 (Reuters) – Much hangs on the interpretation of a
word, and in the case of Greece and the euro zone that word is:
insolvent.

Alibaba combines China and hot stock risks: James Saft

January 29, 2015

Jan 29 (Reuters) – If the political risk of Alibaba isn’t
enough for you, maybe the very considerable execution risk will
be.

Conflicts of interest make the markets go round

January 28, 2015

Jan 28 (Reuters) – Money managers, because they do their job
with an eye to their own bottom line, tend to drive over-valued
assets higher and undervalued ones lower.

ECB QE, small but imperfectly formed: James Saft

January 22, 2015

Jan 22 (Reuters) – QE, European Central Bank style, passed
the markets test but will have a harder time doing as well for
the euro zone economy or the currency union project.

Central banks are not your friends: James Saft

January 21, 2015

Jan 21 (Reuters) – Investors are feeling a rather unfamiliar
sentiment towards central banks: betrayed.