Latest articles by James Ferguson
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How does quantitative easing work?
Features James Ferguson explains how quantitative easing works, and how it differs from normal monetary policy.
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Why Japanese stocks are set to soar
Features After two decades of economic malaise, Japanese stocks are about to take off, says James Ferguson. Here's how to profit.
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Ignore inflation – deflation is the real threat to your wealth
Features Everyone is fretting about the risks of runaway inflation in Britain. At first glance, that seems sensible. But it's not. The real threat is deflation, says James Ferguson.
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The best ways to play Europe’s banking crisis
Features As smart investors flee the Continent for safer markets, where should you be putting your money now? James Ferguson looks at the likely effects of a default, and picks the best stocks to tuck away.
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Which European banks are safe?
Features One European bank has already fallen victim to the eurozone crisis. So, as things worsen, are any European banks safe? And what about British banks? James Ferguson investigates.
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How to play the next stage of the eurozone crisis
Features James Ferguson and and John Stepek look at the options facing the eurozone as it lurches from one crisis to another, and explain how to play the uncertain future of the euro.
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The Japanese bull market is finally ready to charge
Features Unloved for years, Japan may be set to wake up after years of inertia. With stocks looking cheap and the banks solvent enough to start lending again, everything is in place for a new bull market. The potential upside will be spectacular. James Ferguson investigates, and tips the best ways to play Japan's recovery.
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China is heading for a fall – here’s what it means for you
Features Over the past few years, China's rampant growth has grabbed investors' imaginations. But now it shows signs of slowing. James Ferguson looks at the challenges it faces, and what you should buy when the slowdown hits.
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What happens when quantitative easing ends?
Features Quantitative easing has been keeping the UK and US economies afloat since the financial crisis began. But America's $600bn money-printing programme is due to expire in June. So what can investors expect when the money tap is turned off? James Ferguson explains.
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'Basel III' lets banks off the hook but keeps the rest of us on it
Features The Basel III regulations have been framed to give banks almost a decade to recover. The problem for the rest of us is that, over that time, we're the ones still on the hook says James Ferguson.
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Is the bond market the next bubble to burst?
Features Government bond yields are at near-record lows as prices have surged. So is the bond market the latest bubble or are investors right to price in a gloomy future for the economy? James Ferguson and Dr Peter Warburton discuss whether it's time to bail out of bonds.
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Stress tests: everyone wins, everyone loses
Features The investigations into European banks were no ‘stress test’, but a pan-continental PR exercise. Nearly every bank passed. That means we all lose, says James Ferguson.
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Don't be fooled - house prices will fall again
Features One year on from Britain's property slump, and house prices seem to have staged a dramatic rebound. Some areas have even hit new all-time highs. So what's going on, and what happens next? James Ferguson explains.
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We must stop pretending and face reality
Features A banking crisis can't be resolved until the banks have fixed their balance sheets. We can pretend they aren't up the creek, but they know they are, says James Ferguson.
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House prices could fall another 40% from here
Features Despite stirrings in the property market, houses are still not affordable. Prices will fall for quite a while yet, says James Ferguson - but it will be worth the wait.
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Lessons from Japan: why quantitative easing won't lead to inflation
Features The received wisdom is that quantitative easing inevitably leads to inflation. Not necessarily, says James Ferguson.
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Never mind the apologies – what went wrong and why?
Features Top bankers may have delivered easy apologies to the Treasury Select Committee, but, says James Ferguson their evidence still leaves us no wiser as to how we got here in the first place.
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Bankrupt Britain? It's not as bad as you think
Features Many people think the massive cost of the banking bail-outs will lead Britain to bankruptcy. James Ferguson isn't so sure. So what's the real worst-case scenario?
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Bonds look like the buy of the year. But don’t be too hasty...
Features Are corporate bonds as cheap as they look? Yields are certainly high enough, says James Ferguson, but it’s early days yet.
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The banking crisis tells us it's time to buy gilts
Features We're in a solvency crisis, not a liquidity crisis, says James Ferguson. And in times like these, banks develop an appetite for risk-free assets - government bonds.
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Why gold bugs will get bitten by deflation
Features With commodities no longer driving inflation, deflation is a very real risk. This has huge implications for investors with big holdings in gold. James Ferguson explains why he believes the gold price is due for a fall.
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Is it time to buy again?
Features How is the credit crisis affecting the stockmarket? James Ferguson looks at the shares that could weather the storm best, and what you need to know before buying.
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Why it’s time to take profits on commodities
Features Fund managers see inflation as a real threat, but with America in – or heading for – recession, we should be more worried about deflation as consumer demand collapses. And that’s bad news for commodities, says James Ferguson.
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Credit default swaps: how to spot the riskiest banks
Features When banks give you a higher savings rate, it’s not because they’re being generous, it’s because they have to compete for funds with more secure institutions.
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