Fees matter more than asset allocation

Real returns

Investment strategy study confirms importance of cost control

Activist investors carried by bull run

Why a bear market will hit activists again, as it did in 2008

UK stocks: interesting but not compelling

FTSE 100 record tells us little about the future

Getting to the bottom of hedge fund fees

Funds are beginning to react to pressure to charge less

‘Market truths’ pay, but not impressively

It may be time to buy protection against another major drawdown

Memories fuzzy on Fed rate rises

Investors betting on an easier rate cycle than forecast by the Fed

Sin wins in battle of vice or virtue

Tobacco and alcohol stocks lead on UK and US markets historically

LONDON, ENGLAND - OCTOBER 31: (L-R) Dr Norraesch Mohamed, Chairman, WIEF Businesswoman Network, Malaysia, Azeemeh Zaheer, Head of institutional relationships & wealth Management, Gatehouse Bank, Helena Morrisey CBE, CEO Newton Investment Management UK and Philisiwe M Mthethwa CEO National Empowerment Fund, RSA present at the World Islamic Economic Forum at ExCel on October 31, 2013 in London, England. (Photo by Matthew Lloyd/Getty Images for 9th World Islamic Economic Forum)

Is gender a factor in fund performance?

Studies indicate outperformance of female hedge fund managers

US endowments pare bets on alternatives

But they should not rush out as the case for hedge funds is improving

Reasons for caution amid Fed’s cheer

Stagnant wages, stronger dollar and liquidity fears among the negatives

Small can be beautiful but quality is key

Avoid the urge to punt the riskiest small-cap stocks

Reits rally starts to run out of steam

Office real estate is one of few pockets of value in the sector

Macro managers seek return of volatility

Hedge funds have seen lean times during recent market tranquillity

Healthcare stocks good for your wealth?

Sector outperformed S&P 500 but could underperform if oil recovers

Munis must not rue an opportunity missed

There is still time for US local governments to raise cheap funds, writes Stephen Foley

Energy stocks a poor bet on oil recovery

Investors should look out for contrarian buying opportunities

China’s M&A mission to reach for the stars

Acquisitions driven by the needs of ever-more sophisticated consumers

Time may be up for hedge fund replicants

An existential crisis for the funds is also a crisis for their clones

Fed must not bounce from crisis to bubble

Lessons from mistakes that led to the 1999 rally

Small set to look beautiful again in 2015

Valuations no longer seem stretched for small-cap sector

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