How investors should adjust the traditional 60/40 investment split
In an era of stickier inflation, perceptions of the relative risk of different assets are changing
Rising margins underpin valuations despite worries that the market is expensive
Platform group launches index tracker fund product — at long last
The widespread belief that the stock market just wants to go up is conflicting with the prospect of higher-for-longer rates
It’s time to look again at fixed income
Losses have been brutal in US but strong gains have been made internationally since depths of Covid pandemic
Investors are going to be investing for so long that a fixed income-laden portfolio is far from optimal for them
Response follows warnings of ‘unintended consequences’ of passive funds shunning EU corporations
The prospects for returns are much brighter, with bond yields at the highest levels since the global financial crisis
Current international tensions are concerning for markets but not unprecedented
Recent turnaround still owes most to a steep and persistent valuation discount
Court of Appeal rules against asset manager on deductions relating to Barclays Global Investors acquisition
The shift towards more opportunistic and tactical positions is risky
The British (and Norwegians) are coming
Markets can be corrupted and are not fail-safe alone
With first-quarter earnings season approaching, investors are entering a delicate phase
After years of underperformance, some investors eye bargains on London market
Peer benchmarks are for wimps, but only fools take on the S&P 500
Given the dominance of the ‘Magnificent Seven’ in global equities funds, should investors worry about diversification?
Decision to raise allocation to private equity and other assets comes after fund missed out on up to $18bn of returns
Assets in US index-trackers now outstrip those in stock selectors as investors opt for a smoother ride
Investing in funds that focus on a particular stock characteristic such as growth or value have very mixed record
The AQR head on passive investing, private equity, tail insurance, trend-following and much more
Active fund managers must prove their strategies are worth the cost