In an inhospitable fixed income climate, the sector’s leading performers have found compelling plays in less familiar parts of the market, says Frank Talbot
Windfactor Investment Research analyzes the prospects for sectors, strategies and factors
The broad rally in emerging markets has made it tougher for active managers to outperform, says Citywire's Frank Talbot, but as debt markets begin to look vulnerable passive players could soon come undone
We read up and run down the latest academic research on investment so you don’t have to
We read up and run down the latest academic research on investment so you don’t have to.
A new ETF will add live data to the long-running debate on whether it’s possible to time factors.
It’s easy to obsess over ETF failures to deliver and short interest, but this misses the point.
Appetite for risk explains a strong start to 2017 for active funds, says Citywire’s Frank Talbot, but passion for passives continues unabated in the US.
Investors are proving unable to shift when stocks change shape, warns the Wall St. veteran.
We analyse what's behind the see-sawing sentiment.