Equities

Displaying 2734 results
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.

Which group is more risk averse, financial advisers or their clients?
INVESTING RIAS JUL 07, 2015
Which group is more risk averse, financial advisers or their clients?

<i>Breakfast with Benjamin</i>: Which group is more nervous about the state of the markets? Advisers often misread their own tolerance for risk.

Schwab, Fidelity, other brokers releasing more information on stock trades but critics say it doesn't help much
INVESTING EQUITIES JUL 07, 2015
Schwab, Fidelity, other brokers releasing more information on stock trades but critics say it doesn't help much

Data firms release only covers market orders, not limit orders, and as such there's not much room for price improvement anyway.

China stock plunge reignites debate over when and whether U.S. investors should get in
INVESTING EQUITIES JUL 07, 2015
China stock plunge reignites debate over when and whether U.S. investors should get in

Not having access to the market has been protecting mutual-fund investors from fast declines.

Short sales are stacking up and the bears are starting to show some teeth
INVESTING EQUITIES JUL 06, 2015
Short sales are stacking up and the bears are starting to show some teeth

<i>Breakfast with Benjamin</i>: The market bears are getting bolder as they start to come out from a long hibernation, which doesn't really bode well for the bulls.