Last Monday, European value stocks outperformed their quality counterparts by more than on any other day over the last 18 years. Photograph: Alex Kraus/Bloomberg

Last week’s market rotation was especially good for stocks outside the United States. With the S&P 500 still just below September’s highs, non-US (...)

Some recent action has been even crazier than that seen in the late 1990s. Photograph: iStock

The day traders are back and buying stocks like it’s 1999. In fact, some recent action has been even crazier than that seen in the late 1990s, with th(...)

The large-cap US market led the world, with smaller US stocks, international equities, fixed income, and commodities all trailing in its wake. Photograph: Brendan McDermid/Reuters

Few active managers are expected to beat the S&P 500 in 2019. That’s not unusual, given that S&P Dow Jones Indices’ SPIVA scorecard routinely (...)

Traders work on the floor at the New York Stock Exchange. Photograph: REUTERS/Brendan McDermid

Global stocks keep making new highs, even as falling bond yields indicate things may be getting trickier for the global economy. What gives? Stocks of(...)

US president Donald Trump and US vice president Mike Pence: investors seemed underwhelmed by Trump’s tax cuts. Photograph: Carlos Barria/Reuters

Technology stocks have just suffered another week of underperformance, prompting much chatter as to whether investors are having second thoughts about(...)

Even at  height of  global financial crisis in late 2008 and early 2009,  59%-66% of US companies beat expectations. Photograph: Brendan McDermid/Reuters

Trading stocks during earnings season, now in full swing in the United States, is a treacherous business. Learn why it’s easier to profit by buying sh(...)

Black Monday,  October 19th,  1987. The Dow Jones closing last week over 2,000 points above its 200-day average for the first time ever isn’t as ominous as it appears.  Photograph:  Maria Bastone/AFP/Getty Images

There’s a lot of chatter about the Dow Jones last week hitting all-time highs on 10 consecutive days, something not seen since 1987 – a year forever a(...)

More than just a name change for Google What’s in a name? About $30 billion in the case of Google/Alphabet, judging by last week’s upbeat market react(...)

A trader works on the floor of the New York Stock Exchange recently: Europe has slightly outperformed the US this year. Photograph: Andrew Burton/Getty Images

When it comes to analysing earnings, it’s important to remember that everything is relative, and that expectations are everything. Europe has slightly(...)

The number of professional investors taking above-average risk is close to its highest level ever, according to Merrill Lynch’s latest monthly surv(...)

  • 1
  • 2
  • Next
  • Last »