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The funds riding the US small-cap rally

AI and other factors mean US smaller companies are more than matching the S&P 500

Dollar was king in March but beware reversals

Portfolios must balance crash protection and long-term real returns

Active ETFs: Unlocking opportunity in global markets

Active ETFs help investors navigate global markets and unlock new opportunities

‘I haven’t touched my funds in 12 years – what do I do?’

Portfolio Clinic: With a strategy from another era, our reader needs to refresh his picks. Taha Lokhandwala takes a look

Top-performing global income funds

Global equity income funds approach their tricky balancing act in a variety of ways

Multi-asset portfolios in the fog of war

We trust our strategies but some tactical asset allocation signals are worth questioning

Ageing demographics and the effect on capital markets

An older world is driving new pressures on economies while creating fresh sector demand

‘I’m an Isa millionaire – how should I invest for income?’ 

Portfolio Clinic: Our reader is unsure of the best approach to fund his retirement. Holly McKechnie takes a look

How the Nasdaq-100 Index is different to the S&P 500 Index

More growth and innovation exposure sets the Nasdaq-100 Index apart from the S&P 500 Index

The pros and cons of tracker bond funds

They are not as popular as passive stock market plays, and there are plenty of reasons why