Factor investing proves useful to some

Blends of momentum, value and volatility stocks will not yet oust portfolios balanced by sector

Visitors look around Qualcomm’s display at the Korea IT Show 2007 in Seoul, South Korea, on Thursday, April 19, 2007. Photographer: Seokyong Lee/Bloomberg News

Qualcomm: high water mark for activists?

Hedge funds may need to switch focus from Silicon Valley to traditional roots

Myriad chases Silicon Valley fairy dust

With Facebook and Snapchat as rivals, did Swiss technology group ‘pivot’ the wrong way?

Dangers abound for the ‘back from the precipice’ strategy

Bet on reflation assumes that the relief from turbulence is not just a brief pause

Private equity pensions could help young

Twentysomethings can enjoy benefits of longer-term investment

Pitfalls of social impact bonds

If nascent investment vehicle is to become a big asset class, it needs a new name among other things

A trader looks at his screen as he works on the floor of the New York Stock Exchange shortly after the opening bell, in the Manhattan borough of New York January 24, 2014
©Reuters/Lucas Jackson

A performance-linked model for fund fees

Such a fee structure could help markets function better

A trader looks at his screen as he works on the floor of the New York Stock Exchange shortly after the opening bell, in the Manhattan borough of New York January 24, 2014
©Reuters/Lucas Jackson

In a tangle over multi-asset investing

Complexities of allocation make this a thorny approach

Better to stay out of China A-shares

Economic fundamentals and bubble psychology send strong message

How to short Silicon Valley’s ‘unicorns’

Hedging these highly-valued but illiquid stocks is difficult

Bondification is new big investment idea

Search for income mutes great rotation into equities from bonds

Pressure on private equity to spend cash

Industry feels pain of investor activism and regulatory scrutiny

Active managers must prove their worth

Following an index and still charging fees is a terrible deal

Look for lower passive ownership in a stock

Heavy exposure to ETFs leaves less room for outperformance

Political risk sours infrastructure deals

Retroactively changing terms will not work for governments long term

The reality gap in the role of banks

BoE paper finds theoretical view of lenders is out of date

Waiting for smoke on MSCI China A shares

Restrictions on trade and weightings must be considered carefully

The gap between aspiration and reality

Dry corporate filings can reveal surprising inner workings

Banks offer little investment attraction

Financials are no better play on growth than other cyclical stocks

ETF model puts active managers to test

NextShares offers a way to trade an active fund on an exchange

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