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The tech rally has masked a surprising turn from other cyclical sectors, many of which fall into the value trade,
Three months marked by major risks including US election, possible Fed rate rise and corporate earnings
And what would it take to make it grow again?
It is a mistake to imagine the market as a hydraulic system
US stocks reverse course after Fed’s July meeting minutes
Halfway through a tumultuous 2016, we highlight 5 opportunities and risks for global investors
A difficult first quarter left many investors wrongfooted, so how are they planning to recover?
A fresh interest rate rise at this stage would be a mistake
Libertarian US fund manager insists that protecting against extreme risks is worth the cost
S&P 500 to surpass postwar boom with length of sustained share price rally
US central bank is the conductor that will set the tempo for emerging markets this quarter
Institute of International Finance says gradual recovery in foreign inflows offset by EM residents
Four factors helped unseat so many fund managers
Market gyrations give active managers worst performance in two decades
Only half the advisers on the 2015 list return this year
The bull run might not quite be over yet
Investors bet central banks will support global economy for an extended period
CBOE Vix index hovering below a reading of 15, near its lowest level since mid-August
How to make a success of stock fraud
Pockets of outperformance occur, but beating the index remains rare
Further volatility beckons as Chinese policymakers strive to balance stability and reform
Rising equities do not remove the imperative for structural reforms
Energy stocks are the latest to demonstrate the perils of investing for prospective payouts
‘Alternative beta’ strategy replicates active managers’ returns
The Federal Reserve should be as open to cuts as to increases
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