Equities

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Making the case for mild recession and stock  rebound in the second half
INVESTING EQUITIES JUL 06, 2022
Making the case for mild recession and stock rebound in the second half

Columbia Threadneedle analysts say that the U.S. might already be in recession and that the Fed might not need to raise the fed funds rate higher than 3%.

New ETFs only invest at night and aim for dreamy returns
INVESTING RIAS JUL 05, 2022
New ETFs only invest at night and aim for dreamy returns

The NightShares strategy involves buying the index at the end of the day and selling it every morning.

It's not too late to join the liquid alts party, Morningstar says
INVESTING RIAS JUL 01, 2022
It's not too late to join the liquid alts party, Morningstar says

Key to allocating to funds employing alternative strategies is knowing what to expect and not trying to time investments.

Gold steps up once again as the ultimate bear market hedge
INVESTING EQUITIES JUN 27, 2022
Gold steps up once again as the ultimate bear market hedge

While it might be a lousy long-term investment, gold has a proven track record of rising to the occasion when times are tough.

Bank of America deepens ties to iCapital alts platform with strategic investment
INVESTING EQUITIES JUN 23, 2022
Bank of America deepens ties to iCapital alts platform with strategic investment

The bank joins a long list of financial backers funding the $130 billion tech-savvy platform for investing in alternatives.

Economic uncertainty puts alternative investments front and center
INVESTING RIAS JUN 22, 2022
Economic uncertainty puts alternative investments front and center

Financial advisers say clients are asking about alternatives to the standard investments in stocks and bonds.

Anticipating more pain ahead, advisers stress long-term perspective
INVESTING RIAS JUN 15, 2022
Anticipating more pain ahead, advisers stress long-term perspective

While the stock market has officially entered a bear market, so far it doesn't feel like March 2009, when the market declined 30%, or October 1987, when it lost 20% in one day.

As markets slide, more advisers are sending clients to I bonds
INVESTING RIAS JUN 13, 2022
As markets slide, more advisers are sending clients to I bonds

Investing in the Treasury-backed inflation hedge comes with a few challenges, but the 9.62% yield is seen as worth the effort.

SEC takes aim at payment-for-order flow
INVESTING EQUITIES JUN 08, 2022
SEC takes aim at payment-for-order flow

SEC Chair Gary Gensler is proposing sweeping changes to the rules underpinning the U.S. stock market, including a possible auction mechanism that would help retailer investors get the best pricing for their orders.

Inflation, no longer deemed transitory, puts advisers in scramble mode
INVESTING RIAS JUN 03, 2022
Inflation, no longer deemed transitory, puts advisers in scramble mode

The Biden administration is now saying upward pressure on prices could be the new reality, which has advisers getting more creative.

Avoiding dividend yields that look too good to be true
INVESTING EQUITIES MAY 26, 2022
Avoiding dividend yields that look too good to be true

Russia funds yielding between 300% and 3,000% represent the ultimate value trap. A better bet would be funds offering much lower yields.

Recession threat takes center stage
INVESTING RIAS MAY 23, 2022
Recession threat takes center stage

Financial advisers scramble to keep clients on track as markets drive lower, inflation climbs and an economic slowdown seems unavoidable.

Morgan Stanley's Parametric moves the wirehouse into ETF management
INVESTING RIAS MAY 20, 2022
Morgan Stanley's Parametric moves the wirehouse into ETF management

Two filings show that Parametric is moving beyond its current focus on separate accounts and direct indexing to subadvise strategies for Innovator ETFs.

Stocks suffer biggest drop in almost two years
INVESTING EQUITIES MAY 18, 2022
Stocks suffer biggest drop in almost two years

The sell-off sent the S&P 500 down 4%, while the Nasdaq 100 dropped more than 5% as growth-related tech stocks sank.

Direct indexing offers advisers opportunities to engage with clients
INVESTING EQUITIES MAY 18, 2022
Direct indexing offers advisers opportunities to engage with clients

The best use cases for direct indexing are personalization and tax strategies, said a speaker at the Morningstar conference.

Market sentiment extremely bearish, say T. Rowe, BlackRock managers
INVESTING EQUITIES MAY 17, 2022
Market sentiment extremely bearish, say T. Rowe, BlackRock managers

The sell-off so far this year is creating opportunities for investors, two top investment managers said Monday at the Morningstar Investment Conference.

ETF hedging interest-rate risk comes out of the gate with 67% gain this year
INVESTING EQUITIES MAY 09, 2022
ETF hedging interest-rate risk comes out of the gate with 67% gain this year

The strategy blends short-term Treasury bonds with put options on longer-term bonds to ride the trend toward higher rates.

Stocks sink as specter of stagflation haunts trading
INVESTING EQUITIES MAY 05, 2022
Stocks sink as specter of stagflation haunts trading

In the wake of the Federal Reserve's rate hike Wednesday, traders worry that Fed officials could struggle to contain inflation amid the lingering threat of a recession.

Advisers warn clients about 'long, difficult bear market'
INVESTING EQUITIES MAY 03, 2022
Advisers warn clients about 'long, difficult bear market'

The old advice to 'sell in May and go away' is morphing into a duck-and-cover drill as advisers brace clients for a rough summer.

Despite inflationary pressures, asset managers continue to lower fees
INVESTING EQUITIES MAY 02, 2022
Despite inflationary pressures, asset managers continue to lower fees

American Funds and Inspire Investing announce fee cuts Monday, in the wake of Vanguard's announcement Friday.