Equities

Displaying 2718 results
New highs not uncommon: S&P 500 achieves record in 53% of years
INVESTING EQUITIES JUL 22, 2015
New highs not uncommon: S&P 500 achieves record in 53% of years

The benchmark equities gauge rose 0.1% to end Monday at 2,128.28, after briefly rising above its record closing level of 2,130.82 during the session.

INVESTING EQUITIES JUL 21, 2015
Tech stock rally knocked cold

<i>Breakfast with Benjamin:</i> Earnings season started out strong but weak numbers from bellwethers like Apple are slamming the brakes on the market's rally. Buckle up.

S&P 500 stocks give advisers sinking feeling as 'buy the dip' stops paying out
INVESTING EQUITIES JUL 21, 2015
S&P 500 stocks give advisers sinking feeling as 'buy the dip' stops paying out

It's not that there are fewer decreases in U.S. equities &amp;mdash; it's that declines have gotten longer, averaging almost two days, and the rebounds are weakening.

Inside the S&P 500: Adds, drops and tall tales
INVESTING EQUITIES JUL 21, 2015
Inside the S&P 500: Adds, drops and tall tales

The idea that one could profit from buying a stock as soon as possible after its addition to an index is announced, then selling it when it enters the index is tempting.

Hedge fund specialist SkyBridge pushes back against liquid alts trend
INVESTING EQUITIES JUL 20, 2015
Hedge fund specialist SkyBridge pushes back against liquid alts trend

Liquidity, performance concerns and business conflict cause the expanding hedge-fund firm to take a more traditional approach to mutual funds.

Goldman pares down liquid alts, presses Morningstar to follow suit
INVESTING EQUITIES JUL 17, 2015
Goldman pares down liquid alts, presses Morningstar to follow suit

The key is bringing liquid alts more in line with hedge fund strategies

3 things to consider before pursuing a strategic asset allocation
INVESTING EQUITIES JUL 14, 2015
3 things to consider before pursuing a strategic asset allocation

Common assumptions that come with investment strategies don't always reflect reality.

BlackRock warns of stock-bond correlation, suggests illiquid real estate
INVESTING EQUITIES JUL 14, 2015
BlackRock warns of stock-bond correlation, suggests illiquid real estate

Chief investment strategist says liquid investments are being challenged to offer competitive returns.

China's stock market meltdown is looking like a buying opportunity
INVESTING EQUITIES JUL 14, 2015
China's stock market meltdown is looking like a buying opportunity

Strategists recommend a slow and steady move into the world's second-largest equity market.

INVESTING EQUITIES JUL 14, 2015
Goldman's Cohn: Dream on if you think the Fed is hiking rates in September

<i>Breakfast with Benjamin</i>: Gary D. Cohn, president and COO of Goldman Sachs, believes the economy and markets are in no shape for higher rates.

Greece's latest problem is the IMF
INVESTING EQUITIES JUL 13, 2015
Greece's latest problem is the IMF

<i>Breakfast with Benjamin</i>: The IMF is throwing a wrench into the Greek bailout works, setting off a political earthquake in Europe.

The toughest job in financial advice: Teaching economics to a presidential contender
INVESTING RIAS JUL 13, 2015
The toughest job in financial advice: Teaching economics to a presidential contender

<i>Breakfast with Benjamin</i>: Teaching economics to a presidential contender isn't easy. Unless the economic advisers agree with the preconceived views of the candidates, the relationship can be testy and useless.

Advisers choosing hedge-style stock-pickers face 'beta' challenge
INVESTING EQUITIES JUL 13, 2015
Advisers choosing hedge-style stock-pickers face 'beta' challenge

Closet indexing, market timing are among the risks in long-short equity: analysts.

GMO's Grantham: Stocks near bubble, but there's nothing to pop it
INVESTING EQUITIES JUL 13, 2015
GMO's Grantham: Stocks near bubble, but there's nothing to pop it

Money manager says the market still has room to run, but admits allocating assets in today's environment is not easy.

Financial advisers tell clients to shrug off the Greek vote
INVESTING EQUITIES JUL 10, 2015
Financial advisers tell clients to shrug off the Greek vote

Any market pullback is seen as a buying opportunity.

Fund unloads China stocks but finds value in shares listed in Hong Kong, New York
INVESTING EQUITIES JUL 09, 2015
Fund unloads China stocks but finds value in shares listed in Hong Kong, New York

Sydney-based money manager says average dual-listed company trades at half its price off the mainland.

Dan Fuss' Loomis Sayles Bond Fund underperfoms, hit by dollar's rise
INVESTING EQUITIES JUL 09, 2015
Dan Fuss' Loomis Sayles Bond Fund underperfoms, hit by dollar's rise

Investors stick with $22.6 billion fund as famed manager calls reason for negative returns temporary phenomenon.

NYSE shutdown: Advisers calm jittery clients
INVESTING EQUITIES JUL 08, 2015
NYSE shutdown: Advisers calm jittery clients

As NYSE floor traders cooled their heels during the 3 1/2 hour halt, advisers worked the phones to reassure clients that stocks could be traded on other exchanges such as Nasdaq.

Greece offers prime example of how to get in front of clients to counteract scary headlines
INVESTING EQUITIES JUL 07, 2015
Greece offers prime example of how to get in front of clients to counteract scary headlines

Advisers should communicate proactively with clients to ease their fears and solidify the bond.

Banks are cutting broker-dealer units from their 'living wills'
INVESTING EQUITIES JUL 07, 2015
Banks are cutting broker-dealer units from their 'living wills'

<i>Breakfast with Benjamin</i>: The nation's biggest banks, like JPMorgan Chase, are lumping their broker-dealer units in with other 'non-essential' operations.