|
|
International
|
|
Opinion: Japan Rates May Torpedo Recovery
By James Saft, Reuters
05/22/2013 4:30:11 PM ET
James Saft is a Reuters columnist. The views expressed are his own.
Spiking interest rates in Japan threaten to undermine, and possibly end, the recovery being engendered by Abenomics.
Opinion: How to Manipulate Oil Price Assessments
By Robert Campbell, Reuters
05/15/2013 2:12:43 PM ET
Robert Campbell is Reuters' energy markets columnist. The views expressed are his own.
The vulnerability of physical crude price assessments to manipulation is an open secret within the oil industry.
Opinion: BRICs Hit the Wall; Restructure, or Recycle?
By James Saft, Reuters
04/25/2013 4:07:08 PM ET
James Saft is a Reuters columnist. The views expressed are his own.
It may be time for emerging market investors to acknowledge the truth: the problem is not just cyclical, it is structural.
Opinion: Meditation and the Art of Investment
By James Saft, Reuters
04/17/2013 4:44:49 PM ET
James Saft is a Reuters columnist. The opinions expressed are his own.
From Ray Dalio to Bill Gross, some of the biggest names in money management are practicing meditation.
Opinion: Insider Trading
By James Saft, Reuters
04/11/2013 5:30:52 PM ET
James Saft is a Reuters columnist. The views expressed are his own.
There are a bunch of kids out there trading on inside information, and you, me and the rest of the economy are paying the price.
Opinion: Shadow Accounting - The Next Step in the Fund Administrator Relationship
By Samer Ojjeh and Arthur Tully, Ernst & Young LLP
04/11/2013 2:50:44 PM ET
It is common for large fund managers to engage third-party administrators to maintain their books and perform a host of back- and middle-office services, such as valuation, reporting, reconciliation and net asset value (NAV) calculation. However, sophisticated funds with more than US$5 billion in assets under management often elect to maintain in-house operations and technology to oversee or "shadow" their outside administrators.
Opinion: Are hedge fund-backed reinsurers here to stay?
By Timothy Faries, Sarah Demerling and Alison Dyer-Fagundo, Appleby
04/09/2013 4:54:30 PM ET
It has long been accepted that Bermuda is a key insurance and re-insurance center, recognized to be the third largest reinsurance market, behind London and New York only, with which it works closely. Bermuda was one of only three nations to be chosen by European Union regulators for evaluation for Solvency II equivalency.
Opinion: What Remains of LIBOR Litigation?
By Alison Frankel, Reuters
04/02/2013 2:08:09 PM ET
Alison Frankel writes the On the Case blog for Thomson Reuters News & Insight. The views expressed are her own.
Make no mistake: A 161-page ruling late Friday [March 29] by the federal judge overseeing private litigation stemming from manipulation of the benchmark London Interbank Offered Rate (LIBOR) has devastated investor claims that they were the victims of artificially suppressed LIBOR rates.
Opinion: Fundamentals and Behavior in Commodity Prices
By John Kemp, Reuters
03/27/2013 3:42:03 PM ET
Fundamental changes in supply and demand account for less than a third of short-term movements in commodity futures prices, according to an authoritative new study by researchers at UNCTAD and the Swiss Federal Institute of Technology.
Reflexive trading, when prices respond to past price changes rather than new information about fundamentals, now accounts for 60 to 70 percent of price moves in the main futures contracts, up from less than 40 percent before 2005.
Opinion: Bubbles in Food Prices
By John Kemp, Reuters
03/26/2013 11:22:01 AM ET
John Kemp is a Reuters market analyst. The views expressed are his own.
A thoughtful new paper from researchers at the University of Illinois marks a significant step forward in research on how commodity futures prices are formed.
Opinion: Learning From Cyprus
By James Saft, Reuters
03/21/2013 5:27:25 PM ET
James Saft is a Reuters columnist. The opinions expressed are his own.
Even if you have zero exposure to the euro, the sad tale of Cyprus teaches investors about important old and new realities.
Opinion: The 27-Year-Olds Are Taking Us Down (Again)
By James Saft, Reuters
03/13/2013 3:47:30 PM ET
James Saft is a Reuters columnist. The opinions expressed are his own.
The 27-year-olds making the mistakes change but the flaws in the incentives and risk models at the heart of the global financial system remain basically unchanged.
Opinion: How You Are Paying For 'Too-Big-to-Jail'
By James Saft, Reuters
03/08/2013 1:10:46 PM ET
James Saft is a Reuters columnist. The opinions expressed are his own.
Now that it is official that the U.S. Justice Department pulls its punches when it comes to prosecuting the largest banks, it is time for investors to understand why they, too, are the losers.
Opinion: A Closer Look at Brent
By John Kemp, Reuters
03/07/2013 1:02:51 PM ET
John Kemp is a Reuters market analyst. The views expressed are his own.
One valid criticism of some columns over the last year is that they have illustrated the impact of hedge fund positions on oil prices by focusing on WTI rather than Brent, even though Brent is clearly now the main benchmark for prices outside the central United States.
Opinion: Hedge Funds Peddle Pricey Risk
By James Saft, Reuters
02/14/2013 5:51:32 PM ET
James Saft is a Reuters columnist. The opinions expressed are his own.
Here's a choice: take the typical hedge fund return and pay 2 percent annually and 20 percent of the spoils or use a derivative strategy so simple it doesn't even need an elevator pitch.
Opinion: The Fed Discovers Chicanery
By James Saft, Reuters
02/13/2013 5:00:16 PM ET
James Saft is a Reuters columnist. The views expressed are his own.
Acknowledging that sometimes banks chisel clients and bank employees chisel banks may sound obvious to you, but for the Federal Reserve this is a pretty big step forward.
Opinion: About That Cash Flowing Into Equities
By James Saft, Reuters
01/31/2013 4:59:53 PM ET
James Saft is a Reuters columnist. The opinions expressed are his own.
It looks like the central bankers are winning: cash is being put back to work.
Opinion: Shareholder Activists Oust Petroleum Buccaneers
By John Kemp, Reuters
01/30/2013 11:57:21 AM ET
John Kemp is a Reuters market analyst. The views expressed are his own.
The arrival of a swarm of activist hedge funds and investors in the oil and gas sector may be good news for corporate governance, and possibly for shareholders.
Opinion: Risk-on, Risk-off May be Ending
By James Saft, Reuters
01/29/2013 4:49:37 PM ET
James Saft is a Reuters columnist. The opinions expressed are his own.
The after-effects of the Great Crisis may still be with us, but the great correlation in global financial markets may be coming to an end.
Opinion: It's Not Apple's Fault, It's Ours
By James Saft, Reuters
01/24/2013 4:14:13 PM ET
James Saft is a Reuters columnist. The opinions expressed are his own.
The problem, investors, lies not in Apple but in ourselves.
Apple's disappointing earnings report and its subsequent 10 percent-plus stock market fall on Thursday [Jan.
|
|
|
