Robert's Feed
May 25, 2012
via Breakingviews

Review: Fulfilling paper promises

By Robert Cole
The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Do you want to know how global financial system came to be and what it has become? Do you want to re-examine what you think you know? Paper Promises, by journalist Philip Coggan, is a good place to look for answers to those questions.

May 17, 2012
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Emerging markets hit by double troubles

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By Robert Cole and Jeff Glekin

The authors are Reuters Breakingviews columnists. The opinions expressed are their own.

Emerging-market investors seem to get hit by trouble near and far. They suffer when euro zone troubles erode investment confidence generally. But they also have their own particular concerns about a slowing China and an intensification of resource nationalism.

May 15, 2012
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Euro stocks discount lion’s share of new fear

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By Robert Cole

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

It’s hard to be bullish about European equities. The economies look weak both inside and outside the euro zone and the single currency’s crisis only seems to get worse. But the share prices may be discounting even more bad news.

Mar 22, 2012
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UK’s post deal should have pension bosses drooling

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By Robert Cole

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

The deal struck between the UK government and its Royal Mail postal service should have other pension bosses drooling. What’s not to like about an arrangement that sees the state take on responsibility to pay ex-employees’ inflation-proofed retirement incomes far into the future?

Feb 21, 2012
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Happy stock highs belie bonds teetering on edge

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By Robert Cole
The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Some nice round numbers have equity investors smiling. The Dow Jones industrial average crossed the 13,000 level for the first time since before the crisis and Britain’s FTSE 100 index is headed towards 6,000. Many in the market may be wondering if the run can be sustained. But the real danger may be lurking for bondholders.

Jan 20, 2012
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European markets’ cheer may well run out of puff

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By Robert Cole

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Blue chip European stocks and well-rated bonds have started the new year in pretty fine fettle. And they’ve not turned turtle despite gloomy news from S&P, and the Greek debt restructuring drama.

Jan 13, 2012
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Review: Keynes, Hayek, and the power of small

By Robert Cole
The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Since the 1930s, one clash has defined both academic macroeconomics and the economic policies of governments. On the left side are followers of John Maynard Keynes, who believe that government actions can and should smooth the destructive swings of business cycles. On the right are those who fear governments and believe in the self-correcting power of markets. They can be considered the friends of Friedrich von Hayek.

Jan 12, 2012
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Predictions 2012: Upside down and inside out

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By Robert Cole

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Planet finance has a propensity to turn itself upside down and inside out. It’s up to its old tricks again. A new collection of commentaries from Breakingviews sets the financial agenda for the next 12 months.

Dec 29, 2011
via Breakingviews

Long live gloom – it’s a great time to buy stocks

By Robert Cole
The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

It is the oldest saw in the investment handbook: buy low and sell high. But with global shares at their cheapest in a generation, confident equity investors are a rare breed.

Dec 29, 2011
via Breakingviews

Surviving animal finance: bear with the bull

By Robert Cole
The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Just as a picture is better than a thousand words, an apt zoological metaphor conveys financial insight more effectively than the most comprehensive spreadsheet. But conjure the wrong creature out of the hat and confusion multiplies more quickly than a wrack of rabbits.

    • About Robert

      "Robert is Assistant Editor of Reuters Breakingviews, based in London. He has a special focus on investment, writing about it on a global basis. Robert worked for The Times, in London, in a variety of writing and editing capacities from 1998 to 2010. For nearly 10 years he edited the newspaper’s daily Tempus investment column. He was also deputy business editor, acting business editor, a leader writer, the chief obituaries writer and a news editor in the home affairs department. Prior to joining The Times, Robert worked on The Independent and the London Evening Standard. His most recent book is ..."
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