Equities

Displaying 2734 results
INVESTING EQUITIES MAY 30, 2018
Some small-caps win in the long term — but which ones?

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

INVESTING EQUITIES MAY 25, 2018
Safest assets provide no protection amid the brewing rate storm

As interest rates head higher, sectors such as investment-grade debt and consumer staples companies are taking it on the chin.

INVESTING EQUITIES MAY 21, 2018
Stock buybacks hit record, but is that a good thing?

Companies aren't noted for their savvy when it comes to buying back shares.

INVESTING EQUITIES MAY 16, 2018
Value funds could wake from long slumber

Growth has outperformed value in recent decades, but higher rates and more normal volatility levels could give value investments a boost.

Warren Buffett be damned, case for value investing wanes
INVESTING EQUITIES MAY 10, 2018
Warren Buffett be damned, case for value investing wanes

If we look at the past 30 years, large-company growth funds have gained an average 9.23% a year, while large-company value funds have gained 9.01% a year.

INVESTING EQUITIES MAY 04, 2018
Research Affiliates'Arnott sounds a warning on market bubbles

Tech stocks and cryptocurrencies are bubbles, he says, while foreign and emerging markets offer better long-term value

INVESTING EQUITIES MAY 02, 2018
Advisers must align a client's portfolio with these 3 personal risk measures

Michael Kitces warns that unless risk tolerance, risk capacity and risk perception are considered, investment losses can drive clients away from markets forever.

INVESTING EQUITIES APR 17, 2018
Morgan Stanley warns of potential market downside

Equities are likely to put in a cyclical top later this year, analysts argue.

INVESTING EQUITIES APR 11, 2018
Riskiest funds fare best over time — but can you keep clients in them?

30-year record shows high-beta funds fare best, and small-company stock funds outperform mid-cap and large-cap.

INVESTING EQUITIES APR 11, 2018
Earnings season only pouring 'fuel on fire' for stocks

Upcoming reports on companies' profits may fail to fulfill high expectations.

INVESTING EQUITIES APR 10, 2018
U.S. target-date funds have strong home-country equity bias

Mercer survey of 68 TDF series finds assets grew 30.8% in 2017.

INVESTING EQUITIES APR 05, 2018
Advisers answer common investor concerns with these talking points

From market volatility to rising rates, financial pros share their insights on how to calm nervous clients.

INVESTING EQUITIES APR 02, 2018
Advisers tell clients market volatility is the new normal

With the S&P 500 down 2.2% on the first trading day of the second quarter, advisers reassure clients and tell them not to panic.

INVESTING EQUITIES APR 02, 2018
S&P 500 evolves to reflect makeup of the economy

Once composed mostly of industrial companies, now the 60-year-old index is dominated by tech, finance, health care and entertainment companies.

INVESTING EQUITIES APR 02, 2018
Tech rout sinks stocks

President's criticism of Amazon and retaliatory tariffs from China rattle markets

INVESTING EQUITIES MAR 30, 2018
Stocks about to get a $400 billion dividend boost

Dividend payments tend to occur between March and May, Morgan Stanley analysts note.

INVESTING EQUITIES MAR 29, 2018
Advisers should make the most of volatility for clients

Use stock market swings as opportunities to improve service to clients.

INVESTING EQUITIES MAR 22, 2018
Thinking outside the style box

Defensive equity income strategies can help investors weather the challenges of sometimes severe market swings.

INVESTING EQUITIES MAR 22, 2018
Stocks plunge, advisers tell clients to hang tight

Though planners encourage calm, some are preparing investors for a correction.

INVESTING EQUITIES MAR 22, 2018
David Herro on the best opportunities in international investing

Longtime Oakmark International money manager shares his strategies for success, and why he's hot on Europe right now.