Equities

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With yields on cash climbing, advisors struggle to keep some clients in stocks
INVESTING RIAS JAN 20, 2023
With yields on cash climbing, advisors struggle to keep some clients in stocks

Even though history suggests the best strategy has always been to stay invested for the long haul, a safe 4% return is luring more investors to the sidelines.

Look before leaping into value stocks
INVESTING EQUITIES JAN 10, 2023
Look before leaping into value stocks

Financial advisors express mixed views of the momentum of value versus growth stocks heading into the new year.

New ETF bets on companies led by women
INVESTING EQUITIES JAN 09, 2023
New ETF bets on companies led by women

Hypatia Women CEO ETF leverages the logic that female executives represent a rare level of excellence when it comes to leadership and management skills.

Finding potential upside in markets and the economy
INVESTING EQUITIES JAN 09, 2023
Finding potential upside in markets and the economy

Market watchers take the long view in forecasting the year ahead because the immediate future looks dicey.

After rough ride in '22, 60/40 portfolio looks poised for solid '23
INVESTING EQUITIES JAN 05, 2023
After rough ride in '22, 60/40 portfolio looks poised for solid '23

The same Fed policy that hurt fixed income last year is likely to make it the ballast for portfolios for the year ahead.

Bob Doll's predictions for 2023 paint less scary picture of year ahead
INVESTING EQUITIES JAN 03, 2023
Bob Doll's predictions for 2023 paint less scary picture of year ahead

His 10 calls for this year suggest a smoother ride for the markets that could depend on more action from Washington.

Can the 60/40 portfolio stage a comeback in 2023?
INVESTING EQUITIES DEC 28, 2022
Can the 60/40 portfolio stage a comeback in 2023?

The allocation that's supposed to hedge against both assets dropping simultaneously didn't pan out in 2022, with an index tracking a 60/40 mix down about 17% for the year.

Appeal of higher yields has more advisers trading individual bonds instead of funds
INVESTING EQUITIES DEC 22, 2022
Appeal of higher yields has more advisers trading individual bonds instead of funds

While stock and bond funds have seen assets decline, direct ownership of individual bonds has increased over the past year.

Northern Trust report upends traditional way of looking at risks versus returns
INVESTING EQUITIES DEC 15, 2022
Northern Trust report upends traditional way of looking at risks versus returns

Institutional investors are over-diversifying and taking on too much uncompensated risk, leaving them with expensive index portfolios.

Morningstar CEO on how direct indexing makes investing fun
INVESTING EQUITIES DEC 08, 2022
Morningstar CEO on how direct indexing makes investing fun

In the second part of ESG Clarity's interview, Kunal Kapoor talks passives, personalization and proxies.

Advisers should brace for the relentless case for direct indexing
INVESTING RIAS DEC 02, 2022
Advisers should brace for the relentless case for direct indexing

Despite lukewarm adoption by financial advisers, the financial services industry is committed to leveraging this crucial channel to get direct indexing in front of more investors.

Vatican report on faith-based investing crosses into ESG territory
INVESTING EQUITIES NOV 30, 2022
Vatican report on faith-based investing crosses into ESG territory

The new report cites 24 areas of focus for Catholic-values investing, some of which overlap with ESG investing.

Alternative investments manager Ballast Rock joins RIA game
INVESTING RIAS NOV 28, 2022
Alternative investments manager Ballast Rock joins RIA game

Ballast Rock Private Wealth will operate independently of Ballast Rock Asset Management, but both firms focus on offering alts to wealthy investors.

Are semitransparent ETFs inadvertently creating a market for fully transparent ETFs?
INVESTING RIAS NOV 23, 2022
Are semitransparent ETFs inadvertently creating a market for fully transparent ETFs?

After nearly a decade of fighting for regulatory approval of semitransparent ETFs, the asset management industry is realizing what investors really want.

Fidelity takes another bite of ETF market by converting six mutual funds
INVESTING EQUITIES NOV 23, 2022
Fidelity takes another bite of ETF market by converting six mutual funds

The converted ETFs will join a small but growing universe of transparent active strategies.

Upstart manager seeks to unseat S&P 500 by asking investors for personal data instead of fees
INVESTING EQUITIES NOV 22, 2022
Upstart manager seeks to unseat S&P 500 by asking investors for personal data instead of fees

Delphia's unique business model hopes to drive performance by culling data provided by investors. Skeptics say it might be too clever to succeed.

Investors remain positive on stocks even while cutting spending, survey shows
INVESTING EQUITIES NOV 21, 2022
Investors remain positive on stocks even while cutting spending, survey shows

A survey by Janus Henderson shows 60% of investors expect the S&P 500 Index to be higher in a year, although 86% are worried about rising prices.

Activist investor challenges Envestnet's poor stock performance
INVESTING RIAS NOV 15, 2022
Activist investor challenges Envestnet's poor stock performance

Hedge fund Impactive Capital is threatening a proxy fight in an effort to secure a seat on Envestnet's board.

Demand for alternative investments points to major portfolio reallocations
INVESTING RIAS NOV 15, 2022
Demand for alternative investments points to major portfolio reallocations

Changing regulations are combining with technology to potentially push $10 trillion into alt strategies by 2030.

SPAC boom over, NYSE moves to delist warrants of Schorsch-backed company
INVESTING EQUITIES NOV 08, 2022
SPAC boom over, NYSE moves to delist warrants of Schorsch-backed company

The exchange said the warrants weren't suitable for listing because of their extremely low pricing.