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

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Treasury bears facing a bind

Wall Street forecasts erode confidence of all but grizzliest

Hedge funds wrestle with surging redemptions

Managers eye permanent capital and longer lock-in periods

Data ‘arms race’ is alpha lifeline

Crunching big data may yet offer hope for active managers

Milken conference optimism is skin-deep

The delegates’ rosy future involves looking past present problems

Poor earnings suggests bear market looms

Unusual for markets to go as long as a year without a new high

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

Will the sun shine on distressed debt?

With evidence of economic strain growing the time could be right 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

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