The perils facing Japan’s pension funds

New heads at GPIF and Japan Post face challenge in negative yielding world

Alarm over debt and stalled earnings

Cheap borrowing has funded dividends, stock buybacks, and M&A

US Reits set for classification boost

Real estate investment trusts in US poised for one-off benefit

Interest in low-carbon investment rises

As sustainability is quantified, the next step is smart beta ETFs

UK’s FTSE 250 starts to show some strain

Domestically-focused index begins to show some angst

Earnings sugar rush masks pain for stocks

First-quarter US earnings will not answer tougher questions

Don’t dismiss anti-globalisation fervour

Growing sentiment poses challenges for large-cap investors

Investors rake over ashes of poor quarter

Four factors helped unseat so many fund managers

DPF08G Container ship in bad weather on the high seas off Africa, Indian Ocean
©ImageBroker/Alamy

Will the sun shine on distressed debt?

It could be an opportune time for investors to snap up bargains

Big tests lie ahead after Yellen speech

Jobless data, earnings and global manufacturing surveys loom

Policy drives markets’ animal spirits

Any sentiment survey or gauge of valuation faces a problem accounting for the Fed’s influence

Investors face challenge of convictions

Emerging markets, commodities and companies reliant on foreign revenues all like a sliding dollar

Markets spotlight: commentary in review

Insight and Smart Money columns that readers may have missed

Active fund managers find their voice

Pockets of outperformance occur, but beating the index is rare

ECB buoys US corporate bond prospects

Lower eurozone interest rates make US corporate debt more attractive to yield-hungry investors

Volatility could define a timely market exit

When the going gets tough, the wise get out until it is calm, says research

Are hedge funds ahead of the game?

Pays to look beyond simple annual returns when trying to judge merits of investment performance

Going with the flow kills contrarianism

Reforms to governance and benchmarks may temper short-termism

Markets face $1tn Asian EM debt worries

Alarm over rising dollar, weak local markets and commodity slump

The return of the ‘buyback bid’

Earnings and the economy will define the prospects of the trade

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