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Growth is still strong. Why are equities falling?
After a series of false dawns, investors sense a long-awaited shift in the Tokyo market
“Our industry does seem to love complexity and to abhor simplicity”
Diversification after the bond rally
Dearth of M&A and IPOs have kept managers from returning cash to their limited partners
PPF makes a play for the throne
Neither seeking to maximise winners nor minimise losers is necessarily enough. It’s all in the balance
Highly depressed markets have thrown up very attractive yields
If you haven’t reviewed your holdings for a few years, you may be shocked by the fees
Investor says ‘it’s all changed’ as inflows drop by hundreds of billions of dollars
We can learn lessons from the internet bubble about which companies will fly, and which will flail
Asset allocators can’t count on long-term regional equity predictions when returns are dominated by superstar companies
It might be more difficult to make money from risky assets than it was in the 2010s
US stocks to benefit from AI boom as a moderating global economy weighs on more cyclical markets
Investors earning 5% in money market funds hold back from T Rowe Price, Franklin and other fund groups
Lighter inflation makes life awkward for the pessimists
Attractive yields make the case for building a savings pot for future bargains
Investment strategies based on futures markets can hedge the traditional 60/40 portfolio
Big foreign fund managers including BlackRock have helped Japanese equities to strongest first half in a decade
PacWest’s $3.5bn deal with Ares is latest after industry turmoil this spring
Mantra of ‘There Is No Alternative to equities’ fades as fixed income rises in popularity
Three-month Treasuries to yield as much as bonds and equities over the next year, analysts predict
Never underestimate how far fund managers will go to avoid looking daft in front of their boss
The world is dividing as Washington and Beijing battle for economic and geopolitical supremacy
In a world changed by the pandemic and the Ukraine war, new strategies are needed
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