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The Long View

  • Friday, 13 September, 2024
    Katie Martin
    China out in the cold for foreign investors

    Sentiment towards the country’s stock markets has become increasingly pessimistic

  • Friday, 6 September, 2024
    Katie Martin
    Being boring now is paying off for UK stocks

    As investors take a harder look at the razzle dazzle of tech shares, there is more of a case to buy British

    View of London streets from top of St Paul’s cathedral
  • Friday, 30 August, 2024
    Katie Martin
    Why a cooling of the Nvidia party might be no bad thing for US stocks

    Investor attention may focus more on the broader market, which is in fine fettle

  • Saturday, 24 August, 2024
    Katie Martin
    The markets safety net may be snagged, but it held

    Why stocks recovered so swiftly from the summer madness

    NYSE floor during August sell-off
  • Friday, 16 August, 2024
    Katie Martin
    Summer shakeout in markets reveals the excuses to sell

    Turmoil suggests asset prices might not have been in the right place to begin with

    A montage depicting the yen and the Bank of Japan building
  • Saturday, 10 August, 2024
    John Plender
    The yen carry trade sell-off marks a step change in the business cycle

    Gyrations in global markets come at a time of a monetary policy shift between the US and Japan

    A woman walks in front of an electronic quotation board displaying the numbers of share price on the Tokyo Stock Exchange
  • Friday, 2 August, 2024
    Philip Coggan
    Why bond yields matter for equities

    Investors taking a bet on global equities are very reliant on profit forecasts for a handful of companies

    A TV screen shows Fed chair Jay Powell speaking after this week’s interest rate meeting
  • Saturday, 27 July, 2024
    Katie Martin
    Could Trump actually weaken the dollar?

    If the former president returns to the White House, he might find it a hard task

    Composite image of Donald Trump and a $10 banknote
  • Friday, 19 July, 2024
    Katie Martin
    Curious mix of messes keeps investors on edge

    View on the outlook for markets are unusually divergent

    Russell 2000 Index
  • Friday, 12 July, 2024
    Katie Martin
    As Japan stocks rise, some investors are wary of history repeating itself

    The vulnerability of the yen still overhangs the Tokyo market despite a recent bounce in the currency

  • Friday, 5 July, 2024
    Katie Martin
    Investors welcome more ‘boring’ UK after landslide win

    Market insouciance to electoral result is the greatest form of flattery for Starmer

    Results of an exit poll is displayed on large screens on a street in London
  • Friday, 28 June, 2024
    Katie Martin
    How not to blow up your bond market

    Political powers in France and UK need to demonstrate competence that keeps markets on side

    Liz Truss and Kwasi Kwarteng at a Birmingham construction site
  • Friday, 21 June, 2024
    Katie Martin
    Why corporate bonds are so hot right now

    Yields are tempting investors who would usually focus more on equities

    brokers at work at the trading floor of Tokyo Tanshi Co. in Tokyo, Japan
  • Friday, 14 June, 2024
    Katie Martin
    Macron’s curveball unsettles markets

    Snap election creates uncertainty just as some investors increase exposure to European markets

    Emmanuel Macron
  • Friday, 7 June, 2024
    Katie Martin
    Nvidia juggernaut upends markets

    In an era of stickier inflation, perceptions of the relative risk of different assets are changing

    Christine Lagarde addresses the press conference in Frankfurt on Thursday
  • Saturday, 1 June, 2024
    Katie Martin
    How Liz Truss still haunts markets

    Disastrous UK mini-Budget of 2022 proves cautionary tale for US government

    Liz Truss
  • Saturday, 25 May, 2024
    Katie Martin
    Investment theme du jour: don’t overthink it

    The widespread belief that the stock market just wants to go up is conflicting with the prospect of higher-for-longer rates

    Traders at the New York Stock exchange
  • Friday, 17 May, 2024
    Katie Martin
    New GameStop saga reveals true fools in markets

    Return of the Roaring Kitty to the internet sparks a revival of meme-stock madness

  • Friday, 10 May, 2024
    Katie Martin
    UK stocks are finally shining

    After a long drift, the London market has made strong gains this year

    Montage of the LSEG logo and a chart
  • Friday, 3 May, 2024
    Katie Martin
    Can the strong dollar be tamed?

    US currency likely to stay stronger for longer with little obvious on the horizon to dent its strength

    A display of dollar bills
  • Friday, 26 April, 2024
    Katie Martin
    US data blurs the picture for bond investors

    The combination of slower growth and nagging inflation is an unsettling mix

    US Fed facade
  • Friday, 19 April, 2024
    Katie Martin
    Investor nerves tested as market themes unravel

    Magnificent Seven tech stocks have come off the boil but is it just a blip?

  • Friday, 12 April, 2024
    Katie Martin
    In defence of Europe’s tankmakers

    Thanks to the turbulent geopolitical environment, weapons manufacturers are having a moment

    The tank’s gun barrel pokes forwards into the foreground. Other tanks can be seen in the background
  • Friday, 5 April, 2024
    Jennifer Hughes
    Rising Fed chatter is not making life in markets easy

    The wait on a rate cut decision is giving investors the jitters

    Jay Powell
  • Friday, 29 March, 2024
    Katie Martin
    Should investors keep riding the US markets runaway train?

    With first-quarter earnings season approaching, investors are entering a delicate phase

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