The Fangs were popular in recent years for their defensive properties. Photographs:  Leon Neal, Loic Venance/AFP via Getty

The Fangs are back. High-flying technology stocks were meant to take a breather in 2021, with value and cyclical stocks leading the way amid a broad-b(...)

China accounts for 38 per cent of the MSCI Emerging Markets index, which last week hit seven-month lows. Photograph: iStock

Chinese stocks entered a bear market last week as investors took fright after regulators effectively banned the country’s $100 billion private tutorin(...)

The Dow Jones Industrial Average suffered its worst day since October on Monday last week only to recover almost all of its losses the following day. Photograph: Michael Nagle/Bloomberg

Markets have been jittery recently. And they may yet get more jittery, but investors ought to remember there’s nothing abnormal about market volatilit(...)

According to JPMorgan, US stocks have now outperformed for 13.6 years. Photograph: iStock

The recent underperformance of European stocks raises the question: will US outperformance ever end? That question was raised last week by market str(...)

Some investors are worried about the impact of the Delta variant on bond yields, value and cyclical stocks. Photograph: iStock

There’s been a lot of recent agonising about the dangers of the Delta variant. Should investors be concerned? Some investors are worried, notes JPMor(...)

Last month’s Bank of America fund manager survey found high inflation was viewed as the biggest tail risk facing markets. Photograph: iStock

US inflation hit a 13-year high of 5 per cent last week, but markets’ nonchalant reaction suggests investors share the Federal Reserve’s view that the(...)