Equities

Displaying 2721 results
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.

Stocks sink as virus worries fuel flight to safety
INVESTING EQUITIES JUL 19, 2021
Stocks sink as virus worries fuel flight to safety

In a reversal of the reopening trade that has powered this year's equity rally, cyclical companies bore the brunt of Monday's sell-off.

Citigroup debuts no-fee stock trading
INVESTING EQUITIES JUL 13, 2021
Citigroup debuts no-fee stock trading

The bank's new offering puts it into competition with robo-advisers, discount brokerages and some big-bank peers.

Active cryptocurrency SMA aims to outperform Bitcoin
INVESTING EQUITIES JUL 12, 2021
Active cryptocurrency SMA aims to outperform Bitcoin

Leavenworth Capital has a short but impressive track record of actively trading cryptocurrencies to double the performance of Bitcoin this year.

New 'bond alternative' ETF targets nervous income investors
INVESTING EQUITIES JUL 07, 2021
New 'bond alternative' ETF targets nervous income investors

Innovator Defined Wealth Shield ETF offers 20% downside protection but caps annual gains at 2.8%.

ETF inflows on track to shatter 2020 record
INVESTING RIAS JUL 06, 2021
ETF inflows on track to shatter 2020 record

Flows into exchange-traded funds have been unprecedented this year, even against the backdrop of a record 2020. Despite market valuations and inflation threats, financial advisers are keeping the pedal to the metal.

Energy, financials, real estate sectors riding inflation wave
INVESTING EQUITIES JUL 01, 2021
Energy, financials, real estate sectors riding inflation wave

Investors are betting that fiscal and monetary policies will continue to fuel inflationary pressures.

J.P. Morgan acquisition of OpenInvest gives wealth managers another ESG tool
INVESTING EQUITIES JUN 29, 2021
J.P. Morgan acquisition of OpenInvest gives wealth managers another ESG tool

The bank is expected to pair OpenInvest with 55ip to enhance its private banking technology platform.

Latest thematic ETF homes in on cleaner living
INVESTING EQUITIES JUN 24, 2021
Latest thematic ETF homes in on cleaner living

Amplify DTOX fund tracks an index of 78 companies that derive at least 80% of revenues from one of five cleaner living market segments.

Latest blow to 60/40 model is exodus of mom and pop investors
INVESTING EQUITIES JUN 23, 2021
Latest blow to 60/40 model is exodus of mom and pop investors

Savers are ditching the formula that's anchored retirement plans for more than half a century, after already low interest rates hit rock bottom during the pandemic.

Decentralizing proxy power
INVESTING OPINION JUN 16, 2021
Decentralizing proxy power

Twenty-two percent of the shares of a typical S&P 500 company sit in the portfolios of the Big Three index fund companies: BlackRock, State Street and Vanguard. This is a massive voting bloc, especially when you factor in that many shareholders don't take the time to vote.

Free Fidelity funds are flying off the shelves
INVESTING EQUITIES JUN 14, 2021
Free Fidelity funds are flying off the shelves

Less than three years after the asset manager set the bar at zero fees for a suite of index funds, it has seen assets in the four funds grow to nearly $18 billion.

Invesco bets on $18B in BlackRock assets being up for grabs
INVESTING EQUITIES JUN 11, 2021
Invesco bets on $18B in BlackRock assets being up for grabs

Two new Invesco ETFs track tech indexes abandoned by iShares ETFs; Invesco is also waiving fees on the new funds for six months to entice investors.

SEC chairman proposes review of stock trading rules
INVESTING EQUITIES JUN 09, 2021
SEC chairman proposes review of stock trading rules

Wall Street’s top regulator is calling for a broad-based review of the rules that underpin trading in the U.S. equities.