Equities

Displaying 2734 results
Anti-woke strategies emerge as flip side of ESG
INVESTING RIAS DEC 22, 2021
Anti-woke strategies emerge as flip side of ESG

As investing becomes increasingly political, investors will have to balance good feelings against good performance.

Looking at risk and return through a new lens
INVESTING OPINION DEC 22, 2021
Looking at risk and return through a new lens

Against the current economic backdrop, it's hard to argue the traditional approach of stocks, bonds and cash is a reasonable investment mix to manage risk while still generating the necessary returns.

ETFs set another record  in race to take over mutual funds
INVESTING EQUITIES DEC 20, 2021
ETFs set another record in race to take over mutual funds

In stride with record net inflows, the ETF industry is launching new funds and finding creative ways to take market share from the legacy mutual fund space.

Capital Group, Federated plant flags in ETF land
INVESTING EQUITIES DEC 17, 2021
Capital Group, Federated plant flags in ETF land

Traditional fund complexes are succumbing to the pressure to offer ETFs alongside more expensive mutual funds.

Vanguard plants flag in China with active equity fund
INVESTING EQUITIES NOV 29, 2021
Vanguard plants flag in China with active equity fund

In a change of pace for the big provider of index funds, Vanguard has filed to launch an actively managed fund focused on a single country.

On inflation, advisers hope for the best, prepare for the worst
INVESTING EQUITIES NOV 22, 2021
On inflation, advisers hope for the best, prepare for the worst

With inflation spiking to a 31-year high, financial advisers are taking action in client portfolios.

Robo-advisers brace portfolios for rising inflation
INVESTING EQUITIES NOV 17, 2021
Robo-advisers brace portfolios for rising inflation

As the stock market slowed in the third quarter, investors continued to process multiple market influences underscored by supply chain disruptions and pent-up demand from reopening economies.

Breathing new life into old-school 60/40 models
INVESTING EQUITIES NOV 12, 2021
Breathing new life into old-school 60/40 models

As more advisers and pundits lean toward heavier allocations to stocks over bonds, there are still ways and reasons to benefit from fixed income.

Mutual fund investors brace for hefty capital gains taxes
INVESTING EQUITIES NOV 08, 2021
Mutual fund investors brace for hefty capital gains taxes

As fund companies start to post annual tax distributions, more than 110 funds are already showing capital gains distributions of more than 20%.

Stock market continues climb, but ride could get bumpier: Bob Doll
INVESTING EQUITIES NOV 01, 2021
Stock market continues climb, but ride could get bumpier: Bob Doll

'I can't say it enough. Inflation is the key issue,' said Doll, who's chief investment officer at Crossmark Global Investments.

Dirty energy rides performance wave as flip side of ESG
INVESTING EQUITIES NOV 01, 2021
Dirty energy rides performance wave as flip side of ESG

A supply-demand imbalance has pushed energy sector stocks up 56% so far this year, while a natural gas ETF has spiked 110%.

Motley Fool to convert its mutual funds into ETFs
INVESTING EQUITIES SEP 28, 2021
Motley Fool to convert its mutual funds into ETFs

The two mutual funds that combine for more than $1 billion in assets will be transformed into an ETF later this year. Bloomberg Intelligence expects $1 trillion worth of such switches to take place over the next 10 years.

Fidelity opens adviser access to fractional shares
INVESTING EQUITIES SEP 28, 2021
Fidelity opens adviser access to fractional shares

Two years after making fractional shares available to retail investors, Fidelity is responding to demand from advisers to work with smaller accounts and further customize portfolios.

Don't worry about inflation, but do prepare for it
INVESTING EQUITIES SEP 23, 2021
Don't worry about inflation, but do prepare for it

Portfolio managers debate the best way to hedge inflation risk while also downplaying the likelihood of rising prices.

ESG loyalty will be tested as performance starts to lag
INVESTING EQUITIES SEP 14, 2021
ESG loyalty will be tested as performance starts to lag

A report shows that the ESG investment category 'got lucky' by benefiting from high-profile climate disasters.

Vanguard robo-adviser to offer active mutual funds
INVESTING EQUITIES AUG 30, 2021
Vanguard robo-adviser to offer active mutual funds

The funds will be made available for clients of its robo-adviser Personal Advisor Services through advised portfolios as part of a five-fund active equity offer.

Capital Group launches new ETFs, but without American Funds name
INVESTING EQUITIES AUG 24, 2021
Capital Group launches new ETFs, but without American Funds name

Executives at the 90-year-old asset manager have high hopes for building out Capital Group as a global ETF brand, with designs on a $500 billion business.

Federated enters ETF market with 2 active bond funds
INVESTING EQUITIES AUG 19, 2021
Federated enters ETF market with 2 active bond funds

The asset manager known mostly for its money market funds has high hopes for its late move into fast-growing exchange traded funds. The firm first filed plans to launch the fund 10 years ago.

Direct indexing emerges as must-have tool for tax management, ESG investing
INVESTING RIAS AUG 17, 2021
Direct indexing emerges as must-have tool for tax management, ESG investing

The trend toward offering customizable indexes puts direct indexing on a track for explosive growth, according to new research from Cerulli Associates.

SEC's Gensler issues warning about stock tokens
INVESTING EQUITIES JUL 21, 2021
SEC's Gensler issues warning about stock tokens

The SEC chairman made it clear that digital assets that mirror the performance of Amazon.com, Tesla and other well-known companies are probably still covered by U.S. securities laws.