Dividends are key to long-term stock returns Adjusted for inflation, £100 invested in the UK stock market in 1945 would have grown to £5,636 if dividends were reinvested, compared to just £215 if they were notTue May 30 2023 - 04:45
Stock market trend may have changed In 20 previous instances where the index’s 200-day moving average rallied after hitting a 52-week low, stocks were higher a year later, averaging gains of 18.2%Tue May 30 2023 - 04:30
Don’t be misled by German stock market rally Make sure you compare like with like: in price terms, the German index has basically gone nowhere over the last 23 yearsTue May 30 2023 - 04:00
Can European stocks keep outperforming? Europe’s stock market is more diversified and its leadership broader than the ‘highly concentrated’ US marketTue May 23 2023 - 06:00
Top-heavy market rally may be more fragile than it appearsApple is now worth more than the 2,000 companies that make up the small-cap Russell 2000 indexTue May 23 2023 - 05:00
Fund managers still sceptical about stocksEquity allocations have been ‘creeping higher’ and are now at five-month highs as investors bet on a soft landingTue May 23 2023 - 04:45
Elon Musk is still not ‘reading the room’Tesla boss will still be heavily involved at Twitter and, perhaps more importantly, will continue tweetingMon May 22 2023 - 06:00
Mounting cash pile could be bullish for stocks A record $5.3 trillion is parked in US money market funds, data showsTue May 16 2023 - 05:55
Tech stock earnings exceed expectations Seven mega-cap stocks were responsible for almost all the S&P 500′s gains in 2023Tue May 16 2023 - 05:00
US debt ceiling debate poses risks for marketsStocktake: Markets might appear unconcerned but there is potential for volatilityTue May 16 2023 - 05:00
Druckenmiller sees lost decade ahead for stocks Investor has a long history of making dramatic predictions that turn out to be incorrectTue May 16 2023 - 05:00
Short sellers take on Carl IcahnHunter becomes the hunted as Hindenburg Research report hits Icahn Enterprises share priceTue May 09 2023 - 05:00
April a sleepy month for stocksStocktake: Welcome calm for investors after the market turbulence of last yearTue May 09 2023 - 04:45
US earnings season: good, but not greatEarnings beat rate is high because analysts ‘clearly went too far’ when slashing estimates earlier this yearTue May 09 2023 - 04:30
Will the Fed pause become a Fed pivot? Investors might do well to keep an open mind and heed Powell’s wait-and-see messageTue May 09 2023 - 04:00
Stocktake: Buying the dips beats buying into momentumStudy shows buying after market falls is a smart option, but buy-and-hold investors perform best of allTue May 02 2023 - 05:15
European stocks poised to outperform the US Europe has generally traded at a discount to the US, but today’s valuation gap is especially notable and market history suggests Europe now is a better betTue May 02 2023 - 05:00
Stocktake: Tech giants are surging ahead as they beat analysts’ earnings expectationsBig tech bests analys expectations after largely missing estimates over the last four quartersTue May 02 2023 - 04:45
Stocktake: A handful of tech giants are driving almost all US market gainsAnalysts say gains are largely linked to firms with AI technologies and are concerned by market’s extreme imbalanceTue May 02 2023 - 04:00
Earnings season gets under way Percentage of companies beating estimates is the highest in over a decadeTue Apr 25 2023 - 05:00
Six-month rally augurs well for stocksStocks have been stuck in a trading range for months with the index currently near the top of that rangeTue Apr 25 2023 - 04:45
Fund managers are increasingly bearishManagers may reverse course and start buying if the ‘consensus lust for recession’ is not immediately satisfied in the second quarterTue Apr 25 2023 - 04:20
THG chief’s online rant is misplacedOnline retailer rails against shorting that did not become a significant feature until its third profit warning in a yearTue Apr 25 2023 - 04:00
Emerging markets: less risk, more reward Huge outperformance of American indices means your global investment portfolio may be less diversified than you thinkTue Apr 18 2023 - 05:15
Hedge funds are betting stocks will fall Contrarians will be hoping another short squeeze fuels the next leg up in marketsTue Apr 18 2023 - 05:00
Big tech stocks driving market gains In previous years where Nasdaq gained 10%-25%, median number of stocks accounting for half those gains was threeTue Apr 18 2023 - 04:45
European investors ‘too ebullient’Europe still has ground to make having underperformed US for many years but some analysts say markets are exposedTue Apr 18 2023 - 04:30
Investors prefer early alphabet stocks, but why?There must be better investment short cuts than buying a stock because it begins with the letter ‘A’Tue Apr 11 2023 - 05:15
More downside risk for stocks? The yield curve has never remained inverted six months after a major bear market bottomTue Apr 11 2023 - 05:00
Range-bound market defies bulls and bearsKeep an open mind on whether eventual breakout from trading range will be to the upside or downsideTue Apr 11 2023 - 04:45
Narrow rally ‘raises the stakes’ for tech stock earnings seasonMega-cap strength is masking broader weakness across stock market indicesTue Apr 11 2023 - 04:30
Quarterly gains bode well for 2023S&P 500 remains in an uptrend, having never once closed below its December low during the first quarterTue Apr 04 2023 - 04:45
European stock market rally looks very different to USApple, Microsoft, and Alphabet account for almost all of S&P 500′s gains in the first quarterTue Apr 04 2023 - 04:30
Narrow market rally poses risksOutsize weighting in big stocks such as Apple and Microsoft masks broader market weaknessTue Apr 04 2023 - 04:15
Calm returns to stock markets with S&P on the riseThings may well get worse but for now, investors will be relieved March didn’t turn out nearly as bad as fearedTue Apr 04 2023 - 04:00
Do fund managers care about ESG? Perhaps notStudy found the more money a fund manager has invested in a fund, the lower the ESG performance of the fundTue Mar 28 2023 - 05:15
Fang stocks regain their biteNear record levels of outperformance is partly explained by the awful performance of tech stocks in 2022 but scale of the rebound is unexpectedTue Mar 28 2023 - 05:05
Powell is adding to market volatility Market volatility has been three times greater during press conferences held by Powell than those held by his predecessors, Bernanke and YellenTue Mar 28 2023 - 04:55
Investors are bearish but no sign of a ‘perfect low’Fund managers are steering clear of stocks and are especially wary of the world’s biggest market, with allocations to the US falling to 18-year lowsTue Mar 28 2023 - 04:30
Bank collapse blamed on wokenessDiversity in the Silicon Valley Bank boardroom cited by some as a ‘distraction’Tue Mar 21 2023 - 05:15
Banking woes catch markets off guardForecasting is a tricky business which is why investors should stick to their long-term plans in turbulent timesTue Mar 21 2023 - 05:00
Fed faces rate-hiking dilemmaBanking sector jitters lead to calls for restraint but inflation still hasn’t gone awayTue Mar 21 2023 - 04:45
Are more ‘financial flameouts’ coming?Analysts say volatility in bank share prices resembles past eras of generalised market stressTue Mar 21 2023 - 04:30
Time heals wounds for investorsThe S&P 500 is up 490% since the market bottomed out during the global financial crisis, or 13.5% annualisedTue Mar 14 2023 - 05:15
Good and bad news for active funds Percentage outperforming in 2022 was the highest in 13 years but investors were still better off in index fundsTue Mar 14 2023 - 05:00
Trend followers stay positive on stocksS&P500 trading above its 200-day moving average is not what a normal bear market rally looks likeTue Mar 14 2023 - 04:45
Investors debate US Fed’s next moveFed chief Jerome Powell spooked investors last week, saying he was ‘prepared to increase the pace of rate hikes’Tue Mar 14 2023 - 04:30
Shine comes off vaccine stocksNovavax had a terrible week while Pfizer and Moderna are well off their pandemic highsTue Mar 07 2023 - 05:15
Don’t be blinded by US ‘success bias’A dollar invested in US equities in 1900 would be worth $2,024 today, compared with $176 for an investment in stocks from the rest of the worldTue Mar 07 2023 - 05:00
Investors spooked, but market retreat is ‘healthy’Speed of U-turn in sentiment is marked given the modest nature of the 6% pullback in the S&P500Tue Mar 07 2023 - 04:45
