Why US equities may yet have the last laugh
Date published: 15 March 2019 Michael Mackenzie Link To FT.com: https://www.ft.com/content/3067b4d4-465d-11e9-b168-96a37d002cd3 Equity investors are renowned for their optimism, or what a curmudgeonly...
View ArticleNuns berate SEC over planned shareholder rules
Date published: 01 December 2019 Attracta Mooney Source: FT.com Two groups of nuns, including one that puts living a life of peacemaking at the centre of its work, are gearing up for a fight with the...
View ArticleForecasting the world in 2020
Date published: 27 December 2019 Source: FT.com Brexit was not stopped, populists made smaller gains than expected in May’s European parliament elections, and the S&P 500 beat our — and most other...
View ArticleLiquidity and momentum shroud the rotation debate
Date published: 07 January 2020 Michael Mackenzie Liquidity and momentum are powerful drivers of sentiment for equities and other risk assets. Such a combination holds sway at present, via supportive...
View ArticleIndex funds break through $10tn-in-assets mark amid active exodus
Date published: 08 January 2020 Robin Wigglesworth in Oslo and Alex Janiaud in London Assets managed by global index funds have smashed through the $10tn level, buoyed by rising markets and an investor...
View ArticleApple’s heady rise highlights perils of concentration
Date published: 10 January 2020 Richard Henderson Stock markets set a curious record last year: Apple gained more in equity value than any other company in history. But rather than gawp at the rise,...
View ArticleIf the threat of war cannot shake stock markets, what can?
Date published: 11 January 2020 Michael Mackenzie There has been little shortage of market drama to mark the new year, sparking hefty swings in oil and havens such as gold. For long-term investors, the...
View ArticleBiggest asset managers attacked over role in climate change
Date published: 11 January 2020 Attracta Mooney The world’s biggest investors are coming under intense pressure over the role they play in climate change, as the focus on tackling global warming moves...
View ArticleCredit ratings, like dodgy boilers, can still blow up the house
Date published: 13 January 2020 Patrick Jenkins The world is awash with conflicts of interest. The plumber you call to fix the boiler insists it needs replacing, at vast cost to you and benefit to...
View ArticleWall St banks escalate asset management battle
Date published: 18 January 2020 Chris Flood The competitive challenges faced by the asset management units of the big US banks against the might of BlackRock and Vanguard was underlined this week as US...
View ArticleHow a herd of cows trampled on human stockpickers
Date published: 21 January 2020 Robin Wigglesworth Investing is hard. So hard, in fact, that even highly-trained professionals who have dedicated their lives to mastering markets often fail. An unusual...
View ArticleUK active fund managers suffer bloodbath in 2019
Date published: 25 January 2020 Attracta Mooney and Siobhan Riding Invesco, Standard Life Aberdeen, M&G and Schroders have topped a ranking of the worst-selling fund houses in Europe in 2019 as...
View ArticleWhy the Japanese stock market is like a toxic blowfish
Date published: 18 February 2020 Leo Lewis When Japan’s stock market opened on Monday this week, it had much in common with a fugu puffer fish: expensive, delicious only to fanatics and absolutely...
View ArticleFederal Reserve should not try to fight the coronavirus
Date published: 01 March 2020 Karen Petrou At the end of last week, Federal Reserve chairman Jay Powell cryptically assured markets that the US central bank would do the “appropriate” thing to counter...
View ArticlePension fund giants team up in attack on ‘short-termism’
Date published: 04 March 2020 Leo Lewis in Tokyo and Patrick Temple-West in New York Japan’s $1.6tn state pension fund has joined forces with the California State Teachers’ Retirement System and...
View ArticleThe seeds of the next debt crisis
Date published: 04 March 2020 John Plender in London The shock that coronavirus has wrought on markets across the world coincides with a dangerous financial backdrop marked by spiralling global debt....
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