China hasn’t got investors’ backs: James Saft

September 16, 2014

By James Saft

(Reuters) – (James Saft is a Reuters columnist. The opinions expressed are his own)

China hasn’t got investors’ backs: James Saft

September 16, 2014

Sept 16 (Reuters) – In a world in which investors
increasingly assume policy-makers have their backs, China may be
about to demonstrate how it can work the other way.

Never confuse risk and volatility

September 10, 2014

By James Saft

(Reuters) – Of the many lazy and dangerous ways of thinking about investment these two rank near the top: that risk equates with volatility and that risk and rewards are a straight tradeoff.

Scotland and de-globalization: James Saft

September 9, 2014

Sept 9 (Reuters) – The prospect of Scottish independence is
further evidence that the era of increasing globalization, with
all its benefits to capital, is waning fast.

ECB policy is carry-trade-tastic: James Saft

September 4, 2014

Sept 4 (Reuters) – For all the uncertainty around the
European Central Bank’s extraordinary monetary policy, one thing
is for sure: it’ll be good for carry trades.

Column: Demographics and the bond market conundrum

September 3, 2014

By James Saft

(Reuters) – As we get older we become curiously susceptible to arguments that it is not us who have changed, but the world.

Demographics and the bond market conundrum

September 3, 2014

Sept 3 (Reuters) – As we get older we become curiously
susceptible to arguments that it is not us who have changed, but
the world.

Russia tensions may help cut knot on euro zone policy: James Saft

August 28, 2014

Aug 28 (Reuters) – New tensions in Ukraine, which has
accused Russia of further incursions, may serve to light a fire
under efforts to bring looser monetary and fiscal policies to
the euro zone.

Serving clients, not beating markets

August 27, 2014

Aug 27 (Reuters) – It may be that the future of wealth
management lies not in beating the market but in helping the
client beat her true opponent: herself.

Draghi calls for fiscal help, hears busy signal: James Saft

August 26, 2014

Aug 26 (Reuters) – It may well be a big deal that Mario
Draghi is now talking fiscal stimulus, but the unlikeliness of
this happening only underscores that he’ll be forced to do more
with monetary policy.