AUTHOR

James Ferguson

James Ferguson qualified with an MA (Hons) in economics from Edinburgh University in 1985. For the last 21 years he has had a high-powered career in institutional stock broking, specialising in equities, working for Nomura, Robert Fleming, SBC Warburg, Dresdner Kleinwort Wasserstein and Mitsubishi Securities.

Bad data is driving fear of a second wave of Covid-19
UK Economy

Bad data is driving fear of a second wave of Covid-19

The recent spike in Covid-19 “cases” is very different to the original outbreak, says James Ferguson of MacroStrategy Partnership. The government need…
18 Sep 2020
Britain’s national debt timebomb
Economy

Britain’s national debt timebomb

Worrywarts are concerned about household debt. They’re fretting about the wrong thing. Despite austerity, the welfare bill continues to soar, says Jam…
30 Nov 2017
The true cost of Olympic success
Economy

The true cost of Olympic success

Britain outdid itself at the Olympics in Brazil thanks to the generous funding on offer. But was it really worth it, asks James Ferguson.
26 Aug 2016
Does immigration make Britain richer or poorer?
Features

Does immigration make Britain richer or poorer?

James Ferguson examines whether immigration really does make a positive fiscal contribution to Britain's economy.
22 Jun 2016
How to profit from the big bank sell-off
Economy

How to profit from the big bank sell-off

It’s carnage in the European finance sector – but are things really as bad as they look? James Ferguson takes a look under the bonnet.
18 Feb 2016
Tax credits: unaffordable and unfair
UK Economy

Tax credits: unaffordable and unfair

The government has come in for criticism over plans to reform tax credits, says James Ferguson. But the system as it stands is unaffordable.
23 Oct 2015
The death knell for buy-to-let?
Property

The death knell for buy-to-let?

Buy-to-let has been an investment phenomenon, with record low interest rates a boon for a generation of private landlords. But the party’s coming to a…
3 Sep 2015
There’s a financial storm brewing
Economy

There’s a financial storm brewing

Why did no one see it coming, asked the Queen in the wake of the financial crisis. This time, she should be forewarned. James Ferguson reads the signs…
7 May 2015
Britain’s broken finances
Stockmarkets

Britain’s broken finances

George Osborne’s Budget speech was full of paltry tweaks that will fail to deliver the serious spending overhaul Britain needs, says James Ferguson.
26 Mar 2015
Prepare for tax hikes
UK Economy

Prepare for tax hikes

Britain is growing – but the tax take isn’t. Why not? And what does it portend? James Ferguson reports.
11 Mar 2015
What Draghi’s billions will achieve
Economy

What Draghi’s billions will achieve

The ECB boss has fired up the printing press. To what end? James Ferguson explains. And Dr Matthew Partridge tips the best funds to hedge your bets.
29 Jan 2015
The dollar makes its move – and the only way is up
Stockmarkets

The dollar makes its move – and the only way is up

About once a decade, the dollar makes a world-shaking lurch. It’s time to prepare for the next one, says James Ferguson.
11 Dec 2014
Why Europe needs QE – now
Economy

Why Europe needs QE – now

QE may cause problems, but the alternative is a nasty depression. Expect the EU to start the printing presses soon, says James Ferguson.
12 Jun 2014
Beware the government's pension grab
Personal finance

Beware the government's pension grab

Relaxed about the pension lifetime allowance and its implications for your retirement planning? Then it’s time for a wake-up call, says James Ferguson…
27 Mar 2014
Fragile by Design By Charles Calomiris & Stephen Haber
Economy

Fragile by Design By Charles Calomiris & Stephen Haber

Book review: Fragile by Design, by Charles Calomiris & Stephen HaberThis is a great history of political interference in bank regulation, says James F…
19 Mar 2014
What's wrong with Britain's banks?
Share tips

What's wrong with Britain's banks?

British banks are still in the post-crisis recovery position. Look at what they do, not what they say, to see which ones are progressing, says James F…
13 Mar 2014
Merkel’s victory will give a boost to European markets
Share tips

Merkel’s victory will give a boost to European markets

Apart from a Great Depression, there’s only one rational way out of Europe’s crisis – money-printing. James Ferguson explains why, and tips the best s…
26 Sep 2013
Keep faith with Japan
Stockmarkets

Keep faith with Japan

Japan's banking system is on the mend and the stock market is set to take off, says James Ferguson. Here he outlines the best ways to invest.
8 Aug 2013
What happens when the money taps are turned off?
Investment strategy

What happens when the money taps are turned off?

We all know quantitative easing has to end some day. When it does, you want to be well prepared, says James Ferguson. Here, he reveals what you should…
27 Jun 2013
The very ugly truth about RBS
UK Economy

The very ugly truth about RBS

It's no secret Britain's banks are still in a mess. What isn't so clear is just how much of a mess, says James Ferguson.
19 Jun 2013
Prepare for Japan’s coming shares boom
Economy

Prepare for Japan’s coming shares boom

A radical new approach to quantitative easing will give Japanese stocks a big boost, says James Ferguson. Here, he explains why, and tips the best Jap…
11 Apr 2013
Act now to protect yourself from the brewing bond storm
Economy

Act now to protect yourself from the brewing bond storm

Forget all this talk of a ‘Great Rotation’ – it’s a dangerous bond-market collapse you need to be preparing for, says James Ferguson. Here, he explain…
21 Feb 2013
Basel III won’t solve banks’ hidden losses
Economy

Basel III won’t solve banks’ hidden losses

Bank shares have bounced on the news that new regulations will be relaxed. But far from being good news, it shows how far the banks have still to go, …
18 Jan 2013
A bold step into the unknown – are we heading for hyperinflation?
Economy

A bold step into the unknown – are we heading for hyperinflation?

QE has done very well at heading off depression. But continuing with it now risks disaster. So what should investors do? James Ferguson reports.
1 Nov 2012
The Treasury’s new scheme won't end the credit squeeze
Economy

The Treasury’s new scheme won't end the credit squeeze

The Treasury has announced plans to stimulate bank lending to hard-up British businesses through subsidised loans. But the snag is, says James Ferguso…
22 Jun 2012
A once-in-a-generation opportunity to pick up prime US real estate
Share tips

A once-in-a-generation opportunity to pick up prime US real estate

The worst is over in the American property crash, says James Ferguson. Smart investors will get in now. Here's how to profit from the US real estate r…
5 Apr 2012
You’d be wrong to write off the dollar
Economy

You’d be wrong to write off the dollar

The US dollar may have taken a hammering during the crisis. But don't bet against it, says James Ferguson. Here are five reasons why the greenback is …
30 Mar 2012
How does quantitative easing work?
Economy

How does quantitative easing work?

James Ferguson explains how quantitative easing works, and how it differs from normal monetary policy.
29 Mar 2012
Why Japanese stocks are set to soar
Economy

Why Japanese stocks are set to soar

After two decades of economic malaise, Japanese stocks are about to take off, says James Ferguson. Here's how to profit.
1 Mar 2012
Ignore inflation – deflation is the real threat to your wealth
Economy

Ignore inflation – deflation is the real threat to your wealth

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…
25 Nov 2011
The best ways to play Europe’s banking crisis
Economy

The best ways to play Europe’s banking crisis

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 d…
4 Nov 2011
Which European banks are safe?
Economy

Which European banks are safe?

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? J…
14 Oct 2011
How to play the next stage of the eurozone crisis
Economy

How to play the next stage of the eurozone crisis

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 uncer…
1 Sep 2011
The Japanese bull market is finally ready to charge
Stockmarkets

The Japanese bull market is finally ready to charge

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, …
22 Jul 2011
China is heading for a fall – here’s what it means for you
Economy

China is heading for a fall – here’s what it means for you

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 ch…
17 Jun 2011
What happens when quantitative easing ends?
Economy

What happens when quantitative easing ends?

Quantitative easing has been keeping the UK and US economies afloat since the financial crisis began. But America's $600bn money-printing programme is…
22 Apr 2011