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And the death of the stock size factor
Does size matter any more? FT Alphaville examines the ‘death of small-caps’ narrative
The impact of world events on the oil price has declined over time
Which of these is driving the market? Yes.
And the cheapness of Europe
Broader rally, concentrated earnings
Rise of Magnificent Seven helped to push flows to ETFs tracking the blue-chip index to an all-time high of $137bn
Vix and VStoxx indices show expectations of volatility around prospective Biden-Trump rematch
Rate-cutting signals from central banks spark hopes of more sustainable gains for shares
‘No one is really worried about small downturns,’ say investors
Whodunnit?
2024 vs 2021
Taking the fun out of heuristics
Desperately seeking seven
Insignificant Seven?
And more on bad buybacks
Plus, the money supply doesn’t predict inflation
Concentration consternation
Yields on US stocks are half their long-run average. Could that change?
Actually, they do look pricey
Trends since 1950 point to double-digit gains in next 12 months, but caution needed over tech dominance
My retirement depends on which belief dominates
Blue-chip benchmark’s gains have been led by a handful of the largest companies
And more on Boeing
Clients tire of managers’ poor returns in bull and bear markets
International Edition