‘Nifty Fifty’ dents US stock bubble fear

Above average valuations doesn’t mean stocks are in a bubble

European stocks can salvage 2016

Equities disappoint but consensus views have proved shortlived in 2016

Strong performance suggests real estate top

Reits like other conservative and income-producing assets look over-extended

Riding high on the yen and the dollar

Macro hedge funds get some relief, but search for yield is going to get tougher

Case for minimum volatility looks robust

Equity markets’ post-Brexit round trip provides test for smart beta

Bond vigilantes expect eurozone fireworks

US hedge funds look ready to bet that without ever-closer union, the eurozone will break up

How Brexit caused a Wall Street sell-off

Reminder of political risk arrives with equities looking ripe

Yields may lure investors to bank stocks

Looming events could give sector’s shares a boost

The star ratings that hurt investors

Star rating systems for mutual funds aren’t helping investors

MSCI was right to hold firm on China

Index provider’s decision is justifiable even if it will put pressure on markets

Renminbi fears ease — for now

Capital outflows have eased but plenty of questions remain

M&A no easy fix for asset managers

Mergers may fall short as an easy fix as passive investing grows

Don’t call time on defensive equities yet

A combination of low bond yields and the EU vote will keep defensive sectors in the sun

Oil’s journey above $50 may be less fun

Markets are happier at oil’s rise, but any further poses problems

Groupthink hobbles hedge fund managers

Hedge funds are struggling to think differently about markets

Reluctant buyers power utility rally

Low rates in fixed income prompt conservative investors to try ‘shallow end’ of equities market

Treasury bears facing a bind

Wall Street’s is still forecasting a sell-off, but bullish sentiment is running strong

Hedge funds wrestle with surging redemptions

Managers eye permanent capital and longer lock-in periods

Data ‘arms race’ is alpha lifeline

Active managers need to step up search for alpha to counter passive threat

Milken conference optimism is skin-deep

The delegates’ rosy future involves looking past present problems