Howard Marks

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Federal Reserve Chair Janet Yellen: academic heavyweight whose expertise helped guide her through what has been a tumultuous decade in financial markets. Photograph: REUTERS/Yuri Gripas

The biggest risk facing global markets today is a mistake in monetary policy by the Federal Reserve or the European Central Bank (ECB), according to B(...)

JP Morgan Chase chief executive Jamie Dimon said he would sack anyone who traded bitcoin, saying it was best left to drug dealers and murderers. File photograph: Mike Blake/Reuters

Warren Buffett doesn’t like it. Fellow value investor Howard Marks thinks it’s a speculative bubble, as does hedge fund icon Ray Dalio. Allianz’s Moha(...)

 The belief that bear markets favour active management is erroneous, according to S&P Dow Jones Indices.

The reputation of active fund managers has been battered since the bull market began in 2009, with years of underperformance prompting ordinary invest(...)

Goldman Sachs recently cautioned that 10-year returns have been negative or below historical norms 99% of the time when valuations were as high as they are today. Photograph: Brendan McDermid/Reuters

A record number of fund managers believe global equities to be overvalued, with an overwhelming majority seeing the US market as the most overvalued i(...)

With valuations now at heady levels, have Facebook, Amazon, Apple, Netflix and  Google (FAANG) become too fashionable for their  own good. Photograph: Getty Images

Facebook, Amazon, Apple, Netflix, Google – the soaring share prices of the so-called FAANG stocks have driven the US stock market to multiple all-time(...)

Renowned investor Howard Marks, founder of Oaktree Capital, some of whose $99bn in assets under management has been deployed in Irish property. Photograph: Christopher Goodney/Bloomberg

Billionaire investor Howard Marks called time on the dotcom bubble in January 2000, just months before the crash. In February 2007, he correctly warne(...)

The Central Bank called in May for greater clarification on ETF ownership and pricing. Photograph: Alan Betson

Record-breaking inflows into exchange-traded funds (ETFs) this year are fuelling fears that the tide of money surging into passive investment is helpi(...)

The price of a single bitcoin hit an all-time high of above $3,500 (€2,986) this week, dragging up the value of hundreds of newer, smaller digital rivals in its wake. Photograph: iStock

Bitcoin and other “cryptocurrencies” are big money, virtually as big as Goldman Sachs and Royal Bank of Scotland combined. The price of a single bitc(...)

Facebook shares soared after the firm trounced expectations, and stock indices in general have risen since earnings season began

US earnings season has got off to a fine start, with the vast majority of companies beating estimates, but much of the good news may already be priced(...)

 Bernie Madoff: “He stole more money than anyone in history, and to other thieves, this makes him a hero.” Photograph: Shannon Stapleton/Reuters

Donald Trump doubters are not the only ones sceptical about the sustainability of the ongoing bull market. Stocks are expensive: can they get even pri(...)

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