Equities

Displaying 2718 results
INVESTING EQUITIES MAR 04, 2016
Gold's near-term future looks bright

Investors are piling in to gold funds, ETFs

Financial advisers, analysts shrug off recession fears
INVESTING EQUITIES MAR 03, 2016
Financial advisers, analysts shrug off recession fears

Meager economic growth and political fear-mongering aside, financial advisers shouldn't be overly concerned about the threat of a U.S. recession.

Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds
INVESTING EQUITIES MAR 02, 2016
Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds

Scoring funds for social, environmental and governance factors feeds a growing investor appetite

Eaton Vance's NextShares fund meets critical reviews
INVESTING EQUITIES MAR 01, 2016
Eaton Vance's NextShares fund meets critical reviews

Hybrid exchange-traded mutual fund called a 'test case', and is already receiving some skeptical reviews.

INVESTING EQUITIES FEB 29, 2016
Allianz's El-Erian: What markets need from Friday's U.S. jobs report

The U.S. employment report for February will need to show continued robust job additions, higher wage growth and a labor participation rate that is edging up.

INVESTING EQUITIES FEB 29, 2016
A financial adviser's favor and an odd research note that took down a $7B Ponzi scheme

<i>Breakfast with Benjamin</i> The simple gesture of a financial adviser doing a favor for a friend, and an odd research note, helped take down the Allen Stanford Ponzi scheme.

INVESTING EQUITIES FEB 28, 2016
On guard against inflation

Warning signs of inflation have begun to appear, and advisers shouldn't be ignoring them

INVESTING EQUITIES FEB 26, 2016
Hedging the risk of Congress going after Roth retirement accounts

<i>Breakfast with Benjamin</i> Is it time to start hedging the risk that Congress might renege on its Roth promise?

INVESTING EQUITIES FEB 26, 2016
The best strategy for this stock market is to own what hedge funds don't

<i>Breakfast with Benjamin</i> Turns out the key to navigating the current market environment is to do whatever hedge funds are not doing. It's that simple.

INVESTING EQUITIES FEB 26, 2016
Tech stocks for dividends no longer a joke

Reason to like tech dividend payers: Most have enough cash to keep their dividends flowing for years.

INVESTING EQUITIES FEB 24, 2016
Rob Arnott puts a smart-beta bet on value over 'quality' stocks

Plus: Debt-fueled oil boom goes bust, anticipating Buffett's annual letter, and save some bank with these handy apps

Keeping mutual fund cash in perspective
INVESTING EQUITIES FEB 24, 2016
Keeping mutual fund cash in perspective

Most fund managers want to stay fully invested.

How to handle return-hungry clients' portfolios during upticks in volatility
INVESTING EQUITIES FEB 24, 2016
How to handle return-hungry clients' portfolios during upticks in volatility

Help keep clients invested for the long term, allaying real fears that their money &amp;mdash; and dreams &amp;mdash; may disappear.

BlackRock: Bond investors are underestimating Fed
INVESTING EQUITIES FEB 21, 2016
BlackRock: Bond investors are underestimating Fed

The world's biggest money manager is warning bond investors they're not prepared for the Federal Reserve to raise interest rates.

INVESTING EQUITIES FEB 21, 2016
Distinguishing tax efficiency from after-tax returns

<i>Breakfast with Benjamin</i> When it comes to mutual funds, it's important to understand the difference between tax efficiency and after-tax returns.

Dislocations give alt funds a chance to shine
INVESTING EQUITIES FEB 18, 2016
Dislocations give alt funds a chance to shine

Dislocation among sectors, industries and securities, creates the perfect environment for alternative strategies.

Putting ETF liquidity concerns in perspective
INVESTING EQUITIES FEB 18, 2016
Putting ETF liquidity concerns in perspective

<i>Breakfast with Benjamin</i> The lessons that were learned from the August 24th flash crash.

INVESTING EQUITIES FEB 16, 2016
Fed minutes, oil drive stocks higher

<i>Breakfast with Benjamin</i> Renewed strength for oil and some candid comments from the Fed stoke the biggest three-day gain since August.

Wells Fargo sees U.S. election year hurting equities
INVESTING RIAS FEB 16, 2016
Wells Fargo sees U.S. election year hurting equities

Investors should brace for a tough year in U.S. equities as a presidential race dominated by political outsiders will only compound market anxiety over slumping oil and a slowing global economy, according to Wells Fargo &amp; Co.

Once upon a time, there came a negative rate...
INVESTING EQUITIES FEB 11, 2016
Once upon a time, there came a negative rate...

A cartoonist's look at what happens when rates go negative.