Defensive strategy can be a risky one

Investors playing it safe could fall victim to overcrowded trade

Editor’s choice

Harvard campus area ID 26129237 © Americanspirit | Aerial view of Harvard Campus featuring Eliot House Clock Tower along Charles River, Cambridge, Boston, MA ©Dreamstime
The endowment model is changing for the cheaper, finds Stephen Foley
Presidential guards are framed through a burned EU flag in front of the Tomb of the Unknown Soldier by the parliament in central Syntagma square in Athens May 1, 2013 following a May Day rally. Thousands of protesters took part in the annual May Day march protesting austerity measures by the government in the debt-laden country ravaged by its sixth year of recession and popular fury over wage and spending cuts. REUTERS/Yannis Behrakis (GREECE - Tags: CIVIL UNREST POLITICS BUSINESS EMPLOYMENT) - RTXZ62Q ©Reuters
Fund sales in Europe and the US faltered in the second quarter of 2015

European investors eye exit from EMs

Sentiment sours among professional fund selectors

Stock market price digital display

Hold tight for a bumpy US earnings season

Stronger dollar and lack of guidance will make for some surprises

Dollar notes

Asset managers drive dollar’s strength

Norwegian and Swedish krone have also been favoured

Dan Loeb, founder and chief executive officer of Third Point LLC, attends the Lincoln Center Fall Gala at Lincoln Center for the Performing Arts in New York, U.S., on Monday, Oct. 21, 2013. The event raised $3.2 million. Photographer: Amanda Gordon/Bloomberg *** Local Caption *** Dan Loeb

Hedge funds suffer worst month since 2008

Stock pickers battered by market turbulence

Are Asian shares the sale of the century?

Analysts are starting to see value in Asian equities

What bankers can teach economists

Myopia contrasts with more convincing action to repair the financial sector, writes Ludger Schuknecht

Glasenberg steps up Glencore defence

Chief blames hedge funds for pushing down commodity prices

Stock market price digital display abstract. Modern virtual technology, illustration binary code on abstract technology background. Media gray and black image with graphs and icons. New modern computer and business strategy as concept. Financial diagram with candlestick chart used in market analysis for variation report of share price Stock market chart, graph on green background Shallow DOF effect.
Photo taken on: September 01st, 2014

Stock pickers fail to shine in downturn

Are hedge fund ‘two and 20’ fees justified for failing to beat market?

EM turmoil risks turning into global downturn

Power of central banks to restore demand questioned


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