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

Low-volatility stocks on a winning streak

But concerns are growing that the strategy has become overcrowded

Bears tighten grip as one-way bets fade

Corporate bond yields rise as clouds descend on equity markets

Returns on retail under markdown pressure

Thanksgiving sales fall despite online and in-store discounts

Spot spin-offs to profit from activists

Credit Suisse screen identifies particular opportunities in Europe

Rise of bond funds holds liquidity puzzle

Even with global mutual bond fund assets at $7.3tn, problems persist in the market

Big macro trade is way to profit in Japan

Stock-picking opportunities that are usual in these circumstances are hard to identify

Capex as a guide for investing

Capital expenditure is a sign of confidence in future growth

Index moves stoke real estate bubble risk

Money will move on back of classification changes

October’s market jitters are just a taste

Investors face further unpredictability as liquidity dries up

Risk-return relationship has been upended

Increasing use of benchmarking distorts markets, study suggests

Activist investors set for tough season

Increase in showdowns likely but profit expectations are scaled back

European stocks cry out to contrarians

Not super cheap but upside potential better than downside risk

Disruption arrives for investment managers

‘Robo advisers’ are cheaper, but not yet transformative

Copycat managers cannot beat the market

Findings raise questions over investment skill

Pick fund managers with skin in the game

What if there was a way to identify market beaters in long run?

Warning light flashes on stock correction

Notion that the famous Cape ratio can show when stocks are expensive still holds

Do not shop for bargain bin hedge funds

Seeking cheaper rivals is not always the best way of dealing with high fees

Bitcoin bursts, but could change banking

Venture capital is exploring cryptocurrency technology