equities

Deviating from Goldilocks stocks

Investors have largely avoided financials over the past 10 years, with the share prices of US and European banks having largely stood still relative to broader markets since 2007. But while banks won't return to their record valuations any time soon (and...

Current bull market could exceed expectations

Another significant move in the S&P 500 marks a number of breakthroughs this year, with the index having made 34 record highs already. Whether this can continue, however, is uncertain, with the market increasingly driven by tech companies like Alphabet,...

Adding cash and protection

Work done on market cycles

Trackers favoured over active funds

Most unloved bull market in history?

Income opportunity set has not evaporated

BofA Merrill Lynch survey