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    1. September 3, 2015

      ‘Risk parity’ shares blame for market ructions, says Omega

      Lee Cooperman, the founder of Omega Advisors, has joined the growing chorus of investors blaming last week’s stock...

    2. September 2, 2015

      Risk parity funds suffer a cruel summer

      It has been a cruel summer for one of the trendiest, most innovative investment strategies of the asset management...

    1. August 28, 2015

      Investors head for cash and gold in volatile week

      Stock market volatility triggered by a near 9 per cent drop in Chinese share prices on Monday drove investors out of...

    2. August 28, 2015

      Private banks finally embrace mobile apps

      Private banks are known for centuries of tradition: advice given to generations who have filed into the same...

    3. August 28, 2015

      In charts: Sharp falls and fast recovery

      After a staggering run, the US equity bull market was finally tamed this month. But stocks have already bounced back...

    4. August 27, 2015

      US funds compare notes on torrid August

      The US mutual fund industry’s most famous emerging markets specialists have suffered an August Horribilis, as wild...

    5. August 25, 2015

      Investment banking: Titans retreat

      And then there were two. After years of job cuts and reorganisations, most of the world’s biggest investment banks do...

    6. August 24, 2015

      Beware lessons of history when dealing with quirky indices

      The history of stock markets involves wild booms, spectacular busts and widespread fraud. But for plain stupid...

    7. August 23, 2015

      US asset manager warns over ‘risk parity’

      AllianceBernstein, a big US asset manager, has warned that the swelling popularity of an investment strategy known as...

    8. August 20, 2015

      Indices favour discretion in applying rules

      The chaos of September 2008 was unleashed by one decision — to let the investment bank Lehman Brothers fail — but...

    9. August 19, 2015

      Why New York takes biggest slice of asset pie

      Investors have much to learn from academics — and certainly not just from economists. The burgeoning field of...

    10. August 17, 2015

      Smart beta’s new kids on the index block

      “Can I create an algorithm to be Warren Buffett? No,” says Baer Pettit, head of index strategy at MSCI. “But over time,...

    11. August 5, 2015

      A ‘show me the money’ US equity market

      Perhaps it is appropriate in a week when Tom Cruise has a big new film out that the US has a “show me the money” stock...

    12. August 4, 2015

      Q&A: Pimco and the SEC’s bond ETF probe

      Long renowned for its bond investing prowess over three decades, Pimco was a late arrival to the increasingly popular...

    13. August 3, 2015

      Index tracker fund price war heats up

      Basic economics maintains that as price rises, demand falls. There are exceptions, but that is the general rule. Fund...

    14. August 2, 2015

      Morgan Stanley brokers say they were underpaid

      Several Morgan Stanley financial advisers say they were underpaid thousands of dollars by the bank, which rebuilt its...

    15. July 31, 2015

      Investors hope for holiday after testing July

      Investors could be forgiven for feeling they deserve a summer holiday. Over the past month financial markets have been...

    16. July 31, 2015

      Time to kill off unfair pension schemes

      “We expect the death of executive pensions by April next year.” Thus the prediction from Mark Jackson of actuaries Lane...

    17. July 28, 2015

      China stems equity rout with state buyers

      State-directed investors, known collectively in Chinese as “the national team”, piled into Chinese equities on Tuesday...

    18. July 27, 2015

      S&P 500 needs stronger company commitment

      The bumpy recovery in domestic consumption is helping support US stocks in the face of more limited room for progress...

    19. July 13, 2015

      Social impact bonds need help to fulfil their potential

      A loss of $7.2m will hardly sting Goldman Sachs, which earned $8.5bn last year, or Michael Bloomberg, the billionaire...

    20. July 8, 2015

      A performance-linked model for fund fees

      How should we pay fund managers? At present, we pay them too much, to do the wrong things. But even the least...

    21. July 6, 2015

      Tied up in knots over multi-asset investing

      It is tempting to think fund managers can make better decisions about which asset classes to hold, and in what...

    22. July 1, 2015

      Independent UK wealth managers pick up younger clients

      Independent wealth managers are sweeping up younger affluent customers who are being rejected by larger rivals, as the...

    23. June 29, 2015

      A boot camp for billionaires anxious to stay ahead

      It is an overcast morning, and about 20 casually dressed men and women are standing on a terrace enjoying a break from...

    24. June 24, 2015

      Bondification is proving the new big investment idea

      Bondification. It is what passes for the latest big idea in investment. That is a key finding in the latest round of...

    25. June 19, 2015

      Private client wealth managers shun moderately rich

      Six-figure sums may no longer be enough to win the services of a wealth manager as the merely affluent find the doors...

    26. June 19, 2015

      How to pick a wealth manager

      Since ancient Roman senators hired financial advisers to lend out their money, people with wealth have needed someone...

    27. June 18, 2015

      Asset manager calls for greater regulation

      The asset management industry should accept more regulation to counter rising concerns over deteriorating bond trading...

    28. June 17, 2015

      British millionaires trail rivals in global poll

      Britain lagged behind the rest of the world in creating millionaires last year, research has found, as political...

    29. June 17, 2015

      Active managers must prove their worth

      Is there any way to tell in advance which investment funds will perform best? And do the funds that most differ from...

    30. June 14, 2015

      ‘Pedigree: How Elite Students Get Elite Jobs’ by Lauren Rivera

      Every winter, hundreds of young American football stars from the nation’s colleges descend on Indianapolis for the NFL...

    31. June 10, 2015

      Goldman Sachs raises $1bn fund for private company investments

      Goldman Sachs has raised more than $1bn from its wealthy individual clients for a fund that will invest in fast-growing...

    32. June 10, 2015

      Political risk lowers appetite for infrastructure deals

      A so far little-noticed case that has just begun its journey through the Spanish court system could end up delivering a...

    33. June 9, 2015

      Top UK earners warned over expected pension tax relief changes

      Top earners are being urged to put as much into their pensions as possible ahead of expected changes in the Budget that...

    34. June 1, 2015

      The gap between aspiration and reality for investors

      Let us explore the gap between aspiration and reality, where fortunes are made and lost. We will get to one of the more...

    35. May 21, 2015

      Demand for infrastructure assets raises risks

      Londoners sometimes say they are off to spend a penny when nature calls. The going rate may be somewhat higher by the...

    36. May 20, 2015

      Hargreaves: Pensioners acting ‘sensibly’ despite freedom to spend

      Fears that British pensioners would raid their savings pots after the government gave them greater freedom to manage...

    37. May 18, 2015

      Record S&P 500 challenges seasonal dictum

      The S&P 500 started the week at another record. Halfway through the month any equity bull who was tempted to “sell in...

    38. May 18, 2015

      Winners and losers in bond fund fallout

      Preparing for an era of rising interest rates involves more than reducing exposure to fixed income or limiting the...

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