Equities

Displaying 2718 results
Leveraging portfolios to take advantage of Donald Trump's policies
INVESTING EQUITIES DEC 27, 2016
Leveraging portfolios to take advantage of Donald Trump's policies

Biotech, healthcare, banks and energy look to benefit.

REIT investors brace for a December rate hike
INVESTING EQUITIES DEC 27, 2016
REIT investors brace for a December rate hike

Riding out the short term for the longer-term upside.

Can Pimco's new CEO escape the shadow of Bill Gross?
INVESTING EQUITIES DEC 27, 2016
Can Pimco's new CEO escape the shadow of Bill Gross?

Pacific Investment Management Co. turns to outsider Manny Roman, who revived Man Group, the world's largest hedge fund.

Stocks versus bonds: Which best help meet retirement goals?
INVESTING EQUITIES DEC 22, 2016
Stocks versus bonds: Which best help meet retirement goals?

The asset-side case for stocks is unambiguous, though most people think that bonds hedge human capital better than stocks.

INVESTING EQUITIES DEC 09, 2016
BlackRock banks on cheaper ETFs

Plus: Bank stocks and the election, how the DOL rule could hit adviser pay, and seven 'stupid' ETFs

INVESTING EQUITIES DEC 01, 2016
Small-cap value funds crush their large-cap brethren

Small-cap value funds have soared 21.37% this year, vs. 2.66% for large-company growth funds, one of the largest disparities between U.S. diversified stock funds in recent memory.

Alternative strategies fight index investors while longing for a 'black swan' event
INVESTING EQUITIES NOV 22, 2016
Alternative strategies fight index investors while longing for a 'black swan' event

Analysts, advisers struggle with when, where and why to use alts

Raymond James gains alternative investments with Alex. Brown deal
INVESTING EQUITIES NOV 21, 2016
Raymond James gains alternative investments with Alex. Brown deal

Raymond James clients will have opportunity to invest in private-equity and hedge funds

Morningstar to create new style box for liquid alt funds
INVESTING EQUITIES NOV 17, 2016
Morningstar to create new style box for liquid alt funds

It will help advisers and investors measure correlation and volatility of past returns.

INVESTING EQUITIES NOV 10, 2016
Making sense of the stock market's post-election run

Plus: Industrial stocks ride infrastructure-spending hopes, Warren Buffett makes nice with Donald Trump, and suddenly it's the Democratic party that might not survive in tact

Advisers brace for the transition toward a President Trump
INVESTING EQUITIES NOV 10, 2016
Advisers brace for the transition toward a President Trump

Republican power balance puts DOL rule into question

INVESTING EQUITIES NOV 09, 2016
Donald Trump's transition team says scrapping Dodd-Frank is job one

Plus: Five ETFs to help you prosper under the Trump administration, Dawn Bennett lands in more hot water, sending the media back to journalism school, and Happy Veterans Day

INVESTING EQUITIES NOV 09, 2016
Election over, advisers plan their next moves with clients

Advisers ready trades and talking points for crushed Clinton supporters

INVESTING EQUITIES NOV 09, 2016
Donald Trump win takes the stock market to hell and back

Plus: The Fed gets another excuse for not hiking rates, a big win for big oil, and nervous Americans crashed Canada's immigration website

INVESTING EQUITIES NOV 09, 2016
How the bond market braced for the election

Plus: Don't bet on a post-election stock market rally, filing bankruptcy to fix a credit score, and some realities of moving to Canada

INVESTING EQUITIES NOV 03, 2016
Cautious investors hedge a Donald Trump presidency to the bitter end

Plus: Record bets on the election outcome, questions for your CTA, and don't take financial advice from your family

INVESTING EQUITIES NOV 03, 2016
The markets fear a contested presidential election

Plus: Going for the gold, retiring with a $500k nest egg, and Templeton Global Bond Fund under the microscope

INVESTING EQUITIES NOV 02, 2016
Stocks fall as bonds and gold prices climb on U.S. election jitters

Investors are crowding into haven assets after the latest U.S. election polls suggest a tighter race.

American Funds files for new share class to cut fund expense ratios
INVESTING EQUITIES NOV 02, 2016
American Funds files for new share class to cut fund expense ratios

F3 shares trim expense ratios by about 37 basis points.

INVESTING EQUITIES NOV 01, 2016
Eaton Vance to buy Calvert Investments

Acquisition of $12.3B social investment manager marks big step into the ESG market.