Equities

Displaying 2734 results
With money on their minds, Generation Z is ready to invest
INVESTING OPINION JUL 25, 2018
With money on their minds, Generation Z is ready to invest

This generation is in the best position to invest in stocks because of their youth

Judge dismisses amended complaint in Wells Fargo stock-drop case
INVESTING EQUITIES JUL 24, 2018
Judge dismisses amended complaint in Wells Fargo stock-drop case

Suit involved decline in price of company stock held in the 401(k) plan after regulators fined Wells.

Focus Financial raises goal for IPO to $600 million
INVESTING RIAS JUL 17, 2018
Focus Financial raises goal for IPO to $600 million

Company's revised goal from $100 million could be a sign RIA valuations are rising.

Recency bias: A big risk to your clients this summer
INVESTING OPINION JUL 10, 2018
Recency bias: A big risk to your clients this summer

With market volatility picking up in 2018, explain to clients that markets aren't serially correlated and shouldn't inspire fear or actions that jeopardize long-term goals

Best-performing sectors this earnings season most at risk from trade war
INVESTING EQUITIES JUL 09, 2018
Best-performing sectors this earnings season most at risk from trade war

Tech, energy and materials stocks have the highest profit forecasts — and the most overseas sales.

Barclays joins Morgan Stanley in questioning small-cap rally
INVESTING EQUITIES JUL 09, 2018
Barclays joins Morgan Stanley in questioning small-cap rally

Myth that smaller companies are better positioned to weather global trade war one reason cited for caution.

Earnings season is approaching, but all stocks care about is a trade war
INVESTING EQUITIES JUL 05, 2018
Earnings season is approaching, but all stocks care about is a trade war

The S&P 500 gained just 2.9% in Q2, even as profits grew seven times as fast

Trade war could harm Americans' retirement savings
INVESTING EQUITIES JUL 03, 2018
Trade war could harm Americans' retirement savings

Concerns of tariffs disrupting overseas earnings continues to brew.

Strategists see a blowout second half
INVESTING EQUITIES JUL 02, 2018
Strategists see a blowout second half

Investors have pulled $24 billion out of U.S. equity funds in the past week

Volatile trading in first half upends expectations
INVESTING EQUITIES JUN 29, 2018
Volatile trading in first half upends expectations

Emerging-market stocks are the biggest loser so far thjs year, followed by emerging-market and euro-denominated debt.

Small caps are losing their immunity to trade jitters
INVESTING EQUITIES JUN 27, 2018
Small caps are losing their immunity to trade jitters

Russell 2000 index of small-cap stocks has underperformed global equities three days in a row

Momentum stocks set for more pain as quarter ends
INVESTING EQUITIES JUN 26, 2018
Momentum stocks set for more pain as quarter ends

Given recent declines, quantitative risk models are likely to send a sell signal, leading to additional losses, analyst says.

Advisers still think ESG strategies underperform
INVESTING EQUITIES JUN 25, 2018
Advisers still think ESG strategies underperform

Concerns about such investments' performance persist despite mounting evidence to the contrary

Stocks sell off on escalating trade jitters
INVESTING EQUITIES JUN 25, 2018
Stocks sell off on escalating trade jitters

Market trims losses after National Trade Council director Peter Navarro calms concerns about a trade war.

Walgreens to replace GE on the Dow
INVESTING EQUITIES JUN 21, 2018
Walgreens to replace GE on the Dow

General Electric was the last original Dow member, a spot it held for more than 100 years.

INVESTING EQUITIES JUN 07, 2018
Watch out for stock ETFs with the largest inflows

For advisers, checking monthly flows for stock funds might be a useful exercise.

INVESTING EQUITIES JUN 05, 2018
Small-cap ETFs see surge in inflows

Trade reform, trade tiffs and strong dollar are all benefiting domestically oriented small-caps

INVESTING EQUITIES JUN 05, 2018
Neil Hennessy: Active managers can grow their assets with acquisitions

Make an acquisition the same way that you'd buy a stock.

INVESTING EQUITIES JUN 05, 2018
Keeping Eyes Peeled for a Bearish Turn 

A prudent approach to tactical equity allocation can facilitate participation and help mitigate loss.

INVESTING EQUITIES MAY 31, 2018
Some small-caps win in the long term — but which ones?

Value pays off when it comes to investing in small-cap funds.