The turning taper won't be soon....

 The communicative acumen John Authers and the dearth of Macroeconomic Knowledge of Gavyn Davies united here in this FT video. I must confess to a bit of personal emotion about  pieces like this, thinking of my long months of reading, watching and on-line indulgence with the Financial Times. Hope for a next time certainly: 

The Blurred Distinction.....

This edition of John Authers note (with John in person) gives us an account of why the common distinction made in the Financial and Investment community between Developed Markets and Emerging Markets may be eroding as the latter is maturing. As always well versed, researched and quite rightly helped here by  Ewen Cameron Watt, chief investment strategist at BlackRock Investment Institute:

Maturing-emerging-markets

Melting-up for optimism.....?

A short look at the recent 5% jitter in the Global Equity Markets that can make for a solid, and sustained rally in the months to come, even if we are heading for Summer break:

After-the-melt-up

The Challenges of Renewable Investing

Renewable Energy investing is a hot and very Modern way of Business Investing. But as this FT report suggests is not without its perils and issues

Equity Investing Differently?

The FT's Investment Editor James Mackintosh is a brilliant communicator, and here we are again fairly treated with a description of how Investors are behaving in the recent trade off between Bonds and Equity. And it is signalling volatility danger, or....opportunity! Check here:

Trade off Bond vs Equity Short View