Fixed income markets seem to have gotten the correct message, albeit perhaps for the wrong reasons – short-term interest rates will stay low for a long time.

House and land prices should come down, in real terms. But there isn’t anything obviously irrational about house prices as they are.

Fodder is back this week with Dom McCormick and Oliver Hartwich, plus 3 pieces on active management

Even the most skillful active managers will sometimes underperform. And, in some market environments, most active managers can be expected to underperform.

A German exit from the eurozone would give Germany the currency it deserves and leave the rest of the eurozone with the carcass of a currency well suited for its needs.

PortfolioConstruction Forum Academy Autumn Seminar 2015 featured four sessions. This Resources Kit contains the materials for preparing for the Seminar, as well as the presentation slides.

Hardly a day passes that a Greek government official does not add a needless provocation to the bailout debate. Is this just madness? Or is there method in it?

After more than six years of near zero interest rates, the Fed seems set upon the long journey back to more normal monetary policy. What are the investment implications?

We start this week's Fodder with 2 views on consensus with Tim Farrelly & Anatole Kaletsky, plus articles from Mohamed El-Erian, Tim Griffen & Scott Weiner's top rated Markets Summit presentation.

We start this week's Fodder with 2 views on consensus with Tim Farrelly and Anatole Kaletsky, plus articles from Mohamed El-Erian, Tim Griffen & Scott Weiner's top rated Markets Summit presentation.

The US dollar is hitting new 12-year highs almost daily and the euro seems to be plunging to below parity. But there are at least four factors pressuring it the other way.

New this week - Pippa Malmgren's keynote from Markets Summit plus Woody Brock & Chris Watling

New this week - Pippa Malmgren's keynote from Markets Summit plus Woody Brock & Chris Watling

Despite forecasts of continued superior US economic growth, we are selling down our beloved US quality stocks in favor of the problem children of the investing world.

New this week - Our new backgrounder and Markets Summit key takeouts plus Dom McCormick on currency and Jonathan Pain's outlook for 2015

New this week - Our new backgrounder and Markets Summit key takeouts plus Dom McCormick on currency and Jonathan Pain's outlook for 2015

That the global economy didn’t kick on in 2014 may instill some scepticism among investors about 2015’s prospects. There are five important themes to consider through 2015.

EM equities and fixed income enjoyed a boom in the 2000s. Now after several years of relative underperformance, EMs appear to be on the cusp of stronger growth.

The US secondary corporate bond market is in a time of significant upheaval. Changes to regulations has caused a new, insidious liquidity risk.

After a run of historically rapid improvement in living standards in the first decade of the millennium, emerging markets will face a more challenging outlook - not a crisis - over the next few years.