Earnings to overshadow rates and payrolls

It is hard to be optimistic about the forthcoming earnings season

New products aim to keep pension costs low

Why should anyone but the saver profit from pensions?

Goldman makes an ETF splash with low fees

Move suggests ETF model and smart beta have longer to run

US closed-end bond funds are bargain buy

Shares knocked to steep discount by fears of rate hikes and rise of ETFs

Shiller’s Cape holds lessons for bull run

Nobel laureate’s technique for adjusting price/earnings multiples for the cycle sends warning sign


Human traders can still beat computers

Crowdsourced data are one way of getting an edge over the algos

Stock market monitor

All-powerful index transforms investing

Indices have come to lead markets — not just follow them

The hedgefundification of bond funds

Bill Gross is among the big fund managers trying new strategies

Inflows put hedge funds to the test

Increase in money from pension funds puts pressure on fees

US approaches a true bear market

Sell-off would have a long way to go in event of US downturn

When to ditch a losing hedge fund

Managers do not become stupid overnight so look beyond the numbers

Why New York has top share of asset pie

Tough post-crisis regulation encouraged fund managers to bulk up

Commodities caught in Fed crossfire

High-yield bond distress set to rise when central bank pulls the rate trigger

Asset allocators must read renminbi runes

China devaluation more likely to accelerate current trends than signal market turning point

Medicine for pension deficit disorder

Rising interest rates will shrink corporate pension liabilities

A ‘show me the money’ US equity market

S&P 500 performance led by growth stocks as value languishes

Index tracker fund price war heats up

BlackRock now the cheapest for tracking the FTSE All Share or FTSE 100 indices

Factor investing proves useful to some

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

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?