Equities

Displaying 2734 results
Veteran small-cap manager navigates market cycles with a basic philosophy
INVESTING EQUITIES AUG 07, 2019
Veteran small-cap manager navigates market cycles with a basic philosophy

Robert Bergson of Northern Trust Asset Management embraces bottom-up stock picking and usually beats his peers.

Fidelity draws adviser wrath with 1.9% cash offer
INVESTING RIAS AUG 07, 2019
Fidelity draws adviser wrath with 1.9% cash offer

The high-yield default account sparked kudos then displeasure on Twitter when adviser Michael Kitces realized it doesn't apply to existing clients.

How are low-volatility funds weathering the market turmoil?
INVESTING EQUITIES AUG 06, 2019
How are low-volatility funds weathering the market turmoil?

Some defensive strategies are beating the market in good and bad times.

Advisers say go for the gold as the perfect hedge for trade-war fears
INVESTING RIAS AUG 05, 2019
Advisers say go for the gold as the perfect hedge for trade-war fears

Gold was up nearly as much as the S&P 500 was down in mid-day trading Monday.

Is a recession coming? Yield curve signals loudest warning since 2007
INVESTING EQUITIES AUG 05, 2019
Is a recession coming? Yield curve signals loudest warning since 2007

Rates on 10-year notes sank like a stone Monday, erasing the surge that followed President Donald J. Trump's 2016 election.

Markets plunge as trade war escalates
INVESTING EQUITIES AUG 05, 2019
Markets plunge as trade war escalates

Losses in the Dow surpassed 700 points Monday.

ETF trading spikes to 2019 highs as Trump, Fed rattle stocks
INVESTING EQUITIES AUG 02, 2019
ETF trading spikes to 2019 highs as Trump, Fed rattle stocks

More than $42 billion worth of trading occurred in the SPDR S&P 500 ETF Thursday.

Winner-take-all phenomenon rules stock market, too
INVESTING EQUITIES JUL 29, 2019
Winner-take-all phenomenon rules stock market, too

Just 1.3% of the world's public companies were responsible for all the market gains over the past three decades.

Goldman Sachs says stocks near peak
INVESTING EQUITIES JUL 22, 2019
Goldman Sachs says stocks near peak

Firm finds S&P 500 now trading near fair value, sees limited additional upside.

AssetMark IPO seen as boon for financial services
INVESTING RIAS JUL 18, 2019
AssetMark IPO seen as boon for financial services

Investors pounce, driving shares of the TAMP up 19% in first-day trading

Stock investors make $6 billion bet on S&P 500 ETFs
INVESTING EQUITIES JUL 16, 2019
Stock investors make $6 billion bet on S&P 500 ETFs

Big inflows last week show investors are 'all-in on equities,' analyst says.

As AssetMark files for IPO, experts value TAMP at more than $1.2 billion
INVESTING RIAS JUN 26, 2019
As AssetMark files for IPO, experts value TAMP at more than $1.2 billion

Turnkey asset management platform says it's seeking to raise $100 million in an initial public offering.

Investors are headed to extra innings
INVESTING EQUITIES JUN 04, 2019
Investors are headed to extra innings

Expect more fireworks in the second half, followed by periods of tranquility when global policymakers step in to calm markets.

Overlooked fund category is dominating 2019
INVESTING RIAS MAY 29, 2019
Overlooked fund category is dominating 2019

Mid-cap funds exhibit unexplained momentum to lead all fund categories so far this year.

Grim milestone for active management
INVESTING EQUITIES MAY 16, 2019
Grim milestone for active management

Passive investments makes an historic claim to market share dominance of U.S. equity fund assets

Small-cap stocks bear the brunt of trade dispute
INVESTING EQUITIES MAY 13, 2019
Small-cap stocks bear the brunt of trade dispute

Contrary to popular thinking, smaller companies prove most vulnerable to geopolitical wrangling.

Markets tumble as trade war escalates
INVESTING EQUITIES MAY 13, 2019
Markets tumble as trade war escalates

The S&P headed for the biggest slide in four months and the Dow slumped more than 500 points after China targeted some of the nation's biggest exporters.

Kyle Weaver of Fidelity pursues deep value in secular themes
INVESTING EQUITIES MAY 13, 2019
Kyle Weaver of Fidelity pursues deep value in secular themes

High-performing growth fund includes pre-IPO Juul among its top holdings.

Wealthy US investors sitting on cash despite optimism in economy
INVESTING EQUITIES MAY 07, 2019
Wealthy US investors sitting on cash despite optimism in economy

UBS survey: Biggest worries were political environment, followed by national debt and health-care costs.

Advisers put fundamentals ahead of sell-in-May warning
INVESTING RIAS MAY 01, 2019
Advisers put fundamentals ahead of sell-in-May warning

Shunning the historical precedent of moving to the sidelines in May, advisers remain bullish on stocks.