Equities

Displaying 2734 results
Morgan Stanley bear unbowed after bad call
INVESTING EQUITIES APR 29, 2019
Morgan Stanley bear unbowed after bad call

Mike Wilson admits underestimating Fed-induced rally, but sticks with long-term pessimistic outlook.

$1 trillion technology rally keeps on rolling
INVESTING EQUITIES APR 29, 2019
$1 trillion technology rally keeps on rolling

Tech valuations are at levels never seen before this bull market, but the sector is seeing more interest than any other.

Focus on taxes, compensation turns into tech-industry niche
INVESTING RIAS APR 26, 2019
Focus on taxes, compensation turns into tech-industry niche

Seattle-based adviser builds direct line to Amazon, Microsoft employees.

Startup offers financing for employee stock purchase plans
INVESTING EQUITIES APR 25, 2019
Startup offers financing for employee stock purchase plans

Such plans, which enroll only about a third of eligible workers, offer the 'purest form' of arbitrage, according to startup's founder

American Funds veteran sees bright future for defensive active management
INVESTING EQUITIES APR 24, 2019
American Funds veteran sees bright future for defensive active management

Joyce Gordon reflects on how she became a conservative portfolio manager.

Smart money is pouring into fixed income
INVESTING RIAS APR 19, 2019
Smart money is pouring into fixed income

Tighter yield spreads, market risk and the threat of higher taxes are seen driving financial advisers toward bonds.

FAANGs' $800 billion rally has retail investors calling it quits
INVESTING EQUITIES APR 08, 2019
FAANGs' $800 billion rally has retail investors calling it quits

As Mom and Pop abandon the big tech companies, many are buying cannabis companies.

Looking beyond the S&P 500: Time to refresh portfolios, benchmarks
INVESTING EQUITIES APR 03, 2019
Looking beyond the S&P 500: Time to refresh portfolios, benchmarks

Investors should broaden their focus beyond large caps, and advisers should ensure that their clients benchmark their portfolios correctly.

How mid-cap growth funds owned the first quarter
INVESTING RIAS APR 02, 2019
How mid-cap growth funds owned the first quarter

Investors who stayed put during the fourth-quarter market meltdown were rewarded by mid-cap managers.

Is volatility coming?
INVESTING EQUITIES APR 02, 2019
Is volatility coming?

The market rally is likely to be upended given the many potential macroeconomic and geopolitical flash points.

Demand for growth stocks produces record inflows for ETF
INVESTING EQUITIES APR 01, 2019
Demand for growth stocks produces record inflows for ETF

The SPDR Portfolio 500 Growth ETF took in nearly $630 million in March, the largest monthly inflow for the almost 19-year-old fund.

INVESTING EQUITIES MAR 22, 2019
Big data: seeing investments in an entirely new way

Read more to find out how ESG data may help enhance long-term value and manage downside risk

Gundlach warns stocks don't always go up in the long run
INVESTING EQUITIES MAR 13, 2019
Gundlach warns stocks don't always go up in the long run

He cites Japan's Topix index, which is down about 30% over the last three decades.

Outlook for growth stocks debated
INVESTING EQUITIES MAR 12, 2019
Outlook for growth stocks debated

Goldman and Morgan Stanley spar over whether investors should focus on above-average performers given the anemic economy.

Morgan Stanley says market is overpricing Goldilocks scenario
INVESTING EQUITIES MAR 12, 2019
Morgan Stanley says market is overpricing Goldilocks scenario

Strategists warn against being too dismissive of changes for stronger- or weaker-than-expected growth.

Risk-averse investors push advisers to their creative limits
INVESTING RIAS MAR 06, 2019
Risk-averse investors push advisers to their creative limits

Financial advisers get creative to keep their conservative clients from losing ground to inflation.

Scrutiny of stock buybacks intensifies as Democrat threatens bill
INVESTING EQUITIES MAR 06, 2019
Scrutiny of stock buybacks intensifies as Democrat threatens bill

Maryland senator wants the SEC to make it harder for corporate executives to sell shares right after buyback announcements.

JPMorgan's $50 billion fund is cutting equities on dovish Fed
INVESTING EQUITIES FEB 26, 2019
JPMorgan's $50 billion fund is cutting equities on dovish Fed

Global Income Fund's manager sees junk bonds as a safer way to play the Fed-induced rally.

Financial advisers head to cash as stocks move up
INVESTING RIAS FEB 14, 2019
Financial advisers head to cash as stocks move up

Bigger cash weightings reveal a preference for safety over returns as the bull market ages

U.S. stocks surge in best rally since March 2009
INVESTING EQUITIES DEC 26, 2018
U.S. stocks surge in best rally since March 2009

U.S. stocks staged one of the biggest rallies of the 9 1/2 year bull market after coming within points of seeing it end, with major indexes surging at least 4.9%.