The difference in valuations between growth and value stocks remains near record levels. File photograph: Bloomberg

Value stocks around the world have been the big winners so far in 2021 but that has changed in recent weeks, with growth stocks like Apple, Amazon and(...)

Technology stocks offering the allure of growth have seen valuations balloon. File photograph: Martin Leissl/Bloomberg

Is the TINA trade – There Is No Alternative to stocks in a low-rate world – in trouble? Bond yields have spiked recently, with 10-year yields in the (...)

‘2021 could be a very, very good year in markets,’ says hedge fund manager Bill Ackman. Photograph:  Michael Nagle/Bloomberg

2020 was a roller-coaster ride for stock markets, with the S&P 500 ultimately enjoying strong gains after rallying over 65 per cent from March’s b(...)

The JP Morgan post on the floor of the New York Stock Exchange. In April,  the firm launched a European-listed ETF with a total expense ratio of just 0.04 per cent. Photograph: Brendan McDermid/Reuters

In the United States, as much money is now invested in passive funds as it is in active funds, according to fund group Morningstar. Active fund manage(...)

Yes, most investors are awful at timing. Photograph: iStock

Investors ran for the hills as stocks plunged over Christmas, with retail sentiment surveys showing pessimism at five-year highs. Now, 20 per cent lat(...)

Jerome Powell, chairman of the US Federal Reserve. Photograph: Andrew Harrer/Bloomberg

The Tina trade – the idea that there is no alternative to stocks in a low-yielding world – has helped support the US bull market over the last nine ye(...)

Traders work on the floor of the New York Stock Exchange. Photograph: Michael Nagle/ Bloomberg

Stocks fell hard last Tuesday as US 10-year bond yields topped 3 per cent for the first time since 2014. There’s been much agonised commentary as to w(...)

P Morgan Chase HQ in  New York. JP Morgan says stocks tend to rise more when repurchases are announced than when the transactions actually occur. Photograph: Mike Segar/Reuters

A variety of concerns – rising interest rates and inflation, trade wars, geopolitical tensions, turbulence in the technology sector – have shaken stoc(...)

Wall Street sign in front of the NYSE. Photograph: Michael Nagle/Bloomberg

Global stock markets had plenty to cheer in 2017, with most major international indices advancing around 20 per cent. Will the current mood of “ration(...)

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