Equities

Displaying 2721 results
BlackRock pushes three investing themes
INVESTING EQUITIES APR 27, 2022
BlackRock pushes three investing themes

The asset manager says the new consumer, an industrial renaissance and medical innovation are areas where changes have exposed 'underestimated investment opportunities.'

Alternatives become bigger slice of client portfolios as advisers seek shelter
INVESTING EQUITIES APR 20, 2022
Alternatives become bigger slice of client portfolios as advisers seek shelter

Financial advisers hoping to steer clients away from market volatility and economic chaos are finding comfort in less-liquid strategies.

Cannabis investments mellow as Congress tarries on decriminalization
INVESTING EQUITIES APR 19, 2022
Cannabis investments mellow as Congress tarries on decriminalization

With the Biden administration having let them down, the marijuana industry is now betting on a Republican takeover of Congress.

Advisers buckle up for more market volatility
INVESTING RIAS APR 11, 2022
Advisers buckle up for more market volatility

Trouble in the bond markets is moving investment portfolios well beyond traditional allocations of 60% stocks and 40% bonds.

Manning & Napier goes private, sells at 41% premium to Callodine
INVESTING EQUITIES APR 01, 2022
Manning & Napier goes private, sells at 41% premium to Callodine

The 52-year-old asset manager with nearly $20 billion under management will become a subsidiary of Callodine Group.

Financial advisers starting to view economic outlook as a glass half empty
INVESTING RIAS MAR 18, 2022
Financial advisers starting to view economic outlook as a glass half empty

The results from the most recent InvestmentNews survey shows sentiment is turning south.

Stock market pullback puts spotlight on Roth conversions
INVESTING EQUITIES MAR 11, 2022
Stock market pullback puts spotlight on Roth conversions

With most broad market indexes nestled into correction territory, financial advisers are steering clients toward Roth conversions in a tax management move.

T. Rowe Price, Calamos Advisors bring home overall fund company Lipper Awards
INVESTING EQUITIES MAR 10, 2022
T. Rowe Price, Calamos Advisors bring home overall fund company Lipper Awards

Fidelity tops all fund companies with 35 individual fund trophies; Carillon Tower Advisers wins the small-company fixed-income award for the second straight year.

Pelosi's portfolio performance now wrapped in an ETF
INVESTING EQUITIES MAR 08, 2022
Pelosi's portfolio performance now wrapped in an ETF

Retail investors can now benefit from the inside scoop right along with the 18-term U.S. representative.

Finra fines Deutsche Bank $2 million for failing to get best prices for customer orders
INVESTING EQUITIES MAR 08, 2022
Finra fines Deutsche Bank $2 million for failing to get best prices for customer orders

Best execution has become a regulatory priority for Finra and the SEC in the wake of the January 2021 GameStop trading frenzy.

Russian invasion and sanctions drive oil price rally
INVESTING EQUITIES FEB 28, 2022
Russian invasion and sanctions drive oil price rally

While the S&P 500 Index has fallen 6% so far this year, some exchange-traded funds that focus on the oil sector have surged.

US ETFs show extent of damage to Russian stocks
INVESTING EQUITIES FEB 28, 2022
US ETFs show extent of damage to Russian stocks

Russia's stock market is closed, but the VanEck Russia ETF and the iShares MSCI Russia Capped ETF plunged 26% and 20%, respectively, in U.S. trading early Monday.

Selling stocks now entails too much risk: JPMorgan
INVESTING EQUITIES FEB 28, 2022
Selling stocks now entails too much risk: JPMorgan

The bank's analysts note that most military conflicts end up turning into buying opportunities.

Financial advisers downplay geopolitical unrest while preparing for the worst
INVESTING RIAS FEB 24, 2022
Financial advisers downplay geopolitical unrest while preparing for the worst

Financial markets are reacting to Russia's invasion of Ukraine, while market watchers dissect the bigger picture.

Most of the largest 401(k) funds are in the red this year on tech slump
INVESTING EQUITIES FEB 19, 2022
Most of the largest 401(k) funds are in the red this year on tech slump

Of the 15 largest funds held in 401(k) plans, just one has a positive return for the year as of Thursday, according to data from Brightscope.

Why RIAs should look at PE the way PE looks at RIAs
INVESTING RIAS FEB 17, 2022
Why RIAs should look at PE the way PE looks at RIAs

As private equity pours cash into wealth management, financial advisers should be exposing clients to private equity investments.

Morgan Stanley banker faces block-trading probe
INVESTING EQUITIES FEB 16, 2022
Morgan Stanley banker faces block-trading probe

The SEC and the Justice Department are looking at how bankers, including those at Morgan Stanley and Goldman Sachs, work with hedge funds to carry out stock sales big enough to send prices tumbling.

Stock markets seek cover amid mounting risks
INVESTING EQUITIES FEB 14, 2022
Stock markets seek cover amid mounting risks

The possibility of a war that could increase inflationary pressures or rate hikes from central banks that are more aggressive than expected are among the factors weighing on equities.

Energy sector rally exposes Achilles' heel of ESG investing
INVESTING EQUITIES FEB 11, 2022
Energy sector rally exposes Achilles' heel of ESG investing

ESG indexes that are loaded with technology and shun energy have been taking it on the chin so far in 2022.

ESG credentials may affect company reputation, share price
INVESTING EQUITIES FEB 10, 2022
ESG credentials may affect company reputation, share price

A report shows the majority of C-suite execs agree ESG issues will affect their companies' reputations over the next 12 months.