Amin Rajan – Research Update

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Author: Amin Rajan

The greenwashing cloud has a silver lining

  • by Amin Rajan
  • Posted on September 9, 2019
  • FT articles

Being ‘green’ is simple but not easy. An outstanding investment phenomenon of this decade is the sky-rocketing popularity of investment funds that embed environmental, social and governance principles. Its speed and scale have, in turn, […]

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Liquidity vanishes when it’s needed most

  • by Amin Rajan
  • Posted on August 6, 2019
  • FT articles

On 15 October 2014, the yield on the benchmark 10-year US Treasury note plunged from 2.02% to 1.86%,  an event that was meant to occur only once every 3.5 billion years according to Jamie Dimon, […]

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Monetary policy U-turn carries its own risks

  • by Amin Rajan
  • Posted on July 1, 2019
  • FT articles

The late Paul Samuelson, a Nobel Prize winner, once quipped that the stock market had forecast nine of the last five economic recessions — a damning indictment on the market’s clairvoyance but a useful insight […]

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Quantitative easing: a Faustian bargain

  • by Amin Rajan
  • Posted on May 13, 2019
  • FT articles

In June 2017, former Federal Reserve Chair Janet Yellen mused that quantitative tightening in terms of balance sheet normalisation would be like “watching paint dry”. Yet, while the paint was drying, the Fed was at panic […]

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Long-term investing shows the early signs of a revival

  • by Amin Rajan
  • Posted on April 15, 2019April 15, 2019
  • FT articles

Before the dawn of populism, as excess liquidity bloated asset prices without stoking inflation, pension plans’ interest in long-term investing had waned somewhat. The length of the holding period used in defining long-term investing had […]

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