Picking winners: is diversification blunting investment returns?Concentrated portfolios are in theory more likely to outperform the marketTue Jul 16 2019 - 05:00
World’s biggest companies are doing all the heavy lifting when it comes to marketsStocktake: Mega-cap stocks are driving global market gainsTue Jul 09 2019 - 10:58
The advantages of being an ordinary investorOrdinary investors are free to avoid the short-termism that plagues professionalsTue Jul 09 2019 - 05:00
Stocktake: Global earnings estimates are sliding againLike a binge-worthy drama, Netflix shows stocks move because of fear and greedTue Jul 02 2019 - 05:45
Peak profit margins may mean lower returns for investorsRecent indications show profitability is coming under pressureTue Jul 02 2019 - 05:00
Stocktake: Bearish fund managers wary of market rallyA record number of investors say the global economy is in its late-cycle stagesTue Jun 25 2019 - 05:45
Woodford’s fall a salutary tale on the cult of the superstar fund managerInvestors shouldn’t be surprised by Woodford’s fall from graceTue Jun 25 2019 - 05:00
Stocktake: Unhappy Trump continues to bash the FedAlso, the Beyond Meat bubble and Woodford investors paying for underperformanceTue Jun 18 2019 - 05:45
Nervous investors deal with ‘Trump slump’Investment strategists concerned by Trump’s unpredictable trade policyTue Jun 18 2019 - 05:00
Trump: A ‘genius’ playing a risky market game?Stocktake: If Trump thinks he can bully the Fed via risky policies, he might just do soTue Jun 11 2019 - 05:45
Investors are giving up on active fundsFunds in passive investment poised to eclipse active stock-picking for the first timeTue Jun 11 2019 - 05:00
Investors can learn from Manchester United’s ‘statistical naivety’Club paying price for turning down chance to expand sample on which to judge SolskjaerTue Jun 04 2019 - 05:00
Stocktake: Tesla’s ‘code red’ situation spooks analystsMorgan Stanley’s Adam Jonas said shares could fall to $10 in a worst-case scenarioTue May 28 2019 - 05:45
Fading of financial crisis creates trap for investorsManagers will look to capitalise on boost in 10-year returns when calendar falls in their favourTue May 28 2019 - 05:00
Stocktake: Investors should be wary of bitcoin rallyFund managers are cautious but not gloomy while volatility spike augurs well for stocksTue May 21 2019 - 16:06
Can a simple checklist save investors money?A multitude of inbuilt unconscious biases undermine investors’ decision-makingTue May 21 2019 - 05:00
Volatility returns to markets as US-China tensions escalateStocktake: Fear index on track to record biggest monthly increase since last OctoberTue May 14 2019 - 05:45
Investors should be wary of expensive unicornsCurrent flotation market resembles manic dotcom eraTue May 14 2019 - 05:00
Stocktake: Uber is not the next Amazon‘If you believe that there are no games played with pricing ... think again’Tue May 07 2019 - 05:45
Marriage, divorce or buying a home can be costly distractions for investors‘Managers running at least two funds did much worse than managers running one’Tue May 07 2019 - 05:00
Stocktake: Investors unmoved by all-time highsThe overall picture suggests investors, burned badly in late 2018, still guardedTue Apr 30 2019 - 05:45
How worried should investors be by climate change?Leading oil and gas companies have a lot to fear from eventual introduction of a carbon taxTue Apr 30 2019 - 05:00
Stocktake: Is a market ‘melt-up’ on the cards?Many investors, sceptical of US rally, have kept piles of money on the sidelinesTue Apr 23 2019 - 05:45
Earnings season: time to take analysts with a pinch of saltAnalysts are often overworked, overconfident and poor at spotting liesTue Apr 23 2019 - 05:00
Stocktake: Earnings season expected to be lacklustreStocks are on the cusp of all-time highs and at the upper end of their five-year rangeTue Apr 16 2019 - 05:45
Inverted yield curve: a rising market risk or a ‘head fake’?US bond market recently gave off a classic signal of a coming recession. Should investors be spooked?Tue Apr 16 2019 - 05:00
Stocktake: Volatility disappears as stocks grind higherData suggests investors shouldn’t be wary simply because stocks have been strongTue Apr 09 2019 - 05:45
Investors pay the price when egos rule for fund managersResearch shows investors should also be wary of firms headed by egotistical chiefsTue Apr 09 2019 - 05:00
Stocktake: Trump’s Fed appointee is an alarming choiceStephen Moore described as lacking ‘intellectual gravitas’ for the roleTue Apr 02 2019 - 05:45
Value investing: is the age-old strategy dead?Practice has yielded handsome returns in the past but failed to bear fruit in recent yearsTue Apr 02 2019 - 05:00
Stocktake: Keep an open mind on Fed’s plansFed’s rate hike U-turn surprises investors; Woodford claims ‘spectacular’ returns on wayTue Mar 26 2019 - 05:45
Nervy fund managers don’t heed Kipling’s adviceFund managers become risk-seekers following losing streaks, study findsTue Mar 26 2019 - 05:00
Stocktake: Outlook for sterling remains murkyShort bets against sterling now at highest level since DecemberTue Mar 19 2019 - 05:45
Timing continues to elude investors in search of returnsIt’s hard to disagree with old cliché that time in the market is more important than timing the marketTue Mar 19 2019 - 05:00
Stocktake: Trump shouldn’t take stock market strength for grantedPresident has linked recent gains to progress on trade talks with ChinaTue Mar 12 2019 - 05:45
Stock market analysts are as biased as the rest of usStudies show analysts can be influenced by number of factors including political views and genderTue Mar 12 2019 - 05:00
Stocktake: Buffett’s best days are goneBerkshire Hathaway CEO has struggled to beat the markets for some time nowTue Mar 05 2019 - 05:45
From bear to boom: 10 years on from the market crashWhen stocks bottomed out in 2009 there was fear of meltdown of the financial systemTue Mar 05 2019 - 05:00
Will Elon Musk ever learn?Stocktake: Tesla chief’s ongoing carelessness a cause of concern for investorsTue Feb 26 2019 - 05:45
Proinsias O'Mahony: Investors must learn the lessons of historyStudy looking back to 1800 confirms following the trend, seasonality and value investing beat the marketTue Feb 26 2019 - 05:00
Stocktake: stocks enjoy double-digit gains but fund managers are cautiousThere has been an about-turn in sentiment towards emerging marketsTue Feb 19 2019 - 05:45
Past performance no guide to future for chief executivesCompany boards attribute too much importance to the role of chief executiveTue Feb 19 2019 - 05:00
Stocktake: Billionaire doesn’t like ‘highfalutin’ tax hikesReports of Apple’s demise are overstated while worrying about timing is as futile as everTue Feb 12 2019 - 05:45
Trust your fund manager to buy stocks but not to sellRandom sales strategy is better than a bad sales strategy, research showsTue Feb 12 2019 - 05:40
Stocktake: Markets may have driven Powell’s policy U-turnTrump cheers Dow 25,000 – again, and the ‘Venezuelan’ wealth taxTue Feb 05 2019 - 05:45
Investors benefit from less stress and better informationA fact-based world view is more useful to investors than the siren song of newsTue Feb 05 2019 - 05:00
Stocktake: Elevated uncertainty is holding back stocksStocks have room to keep rising if outlook begins to look less uncertainTue Jan 29 2019 - 05:00
Stock market turbulence: is US recession risk rising?Stocktake: Investors shouldn’t confuse a slowdown with a recession, ‘that’s just wrong’Tue Jan 29 2019 - 05:00
Diversification is no panacea for investor riskResearch shows in short-term market panics few stocks are sparedTue Jan 22 2019 - 05:00
John Bogle, ‘undercover philanthropist’ who championed ordinary investorsStocktake: Brexit market complacency; cutting earnings estimates; S&P 500 ralliesTue Jan 22 2019 - 05:00
