Equities

Displaying 2718 results
Wirehouses raise clients' exposure to alternatives, but reps still just dabbling
INVESTING EQUITIES JUN 24, 2015
Wirehouses raise clients' exposure to alternatives, but reps still just dabbling

The 5-10% allocation most advisers are using is not enough to manage risk

A portfolio strategy that goes all in for alts to dial down market risk
INVESTING EQUITIES JUN 23, 2015
A portfolio strategy that goes all in for alts to dial down market risk

Altegris founder launches new model likely to draw naysayers (who will be singing a different tune when the market corrects)

The world braces for a slower Chinese economy
INVESTING EQUITIES JUN 22, 2015
The world braces for a slower Chinese economy

<i>Breakfast with Benjamin</i>: A weakening China will show the world how much it is really hooked on the Chinese economy.

Bond fund alternative is turning heads with hot performance
INVESTING EQUITIES JUN 22, 2015
Bond fund alternative is turning heads with hot performance

Income stream made of put options is up 12.7% so far this year, triple the S&amp;P 500.

INVESTING EQUITIES JUN 19, 2015
Why male advisers are still not connecting with female clients

<i>Breakfast with Benjamin:</i> Male financial advisers still can't find a way to fully communicate with the female half of client couples. Here's why.

Credit Suisse: Low U.S. stock volatility may be calm before storm
INVESTING EQUITIES JUN 19, 2015
Credit Suisse: Low U.S. stock volatility may be calm before storm

Relative calm in U.S. equities trading is an indication that the current bull market may become a bubble.

Abandoning alternative investments at this point is based on twisted logic
INVESTING EQUITIES JUN 18, 2015
Abandoning alternative investments at this point is based on twisted logic

Just because your house hasn't burned down yet doesn't mean you can skip insurance.

INVESTING EQUITIES JUN 17, 2015
Guns, booze, cigs and sin: The Vice Fund has changed its name, but not its investment philosophy

Since inception in August 2002, the fund has an average annual return of 9.9%, beating the 8.7% for the S&amp;P 500.

INVESTING EQUITIES JUN 17, 2015
F-Squared files for bankruptcy

Filing caps rise-and-fall story of an ETF manager popular with financial advisers. Broadmeadow Capital has agreed to acquire F-Squared's intellectual property, investment strategies and other assets.

Bob Doll is betting consumer spending will fuel the economy through December
INVESTING EQUITIES JUN 17, 2015
Bob Doll is betting consumer spending will fuel the economy through December

<i>Breakfast with Benjamin</i>: Thanks to energy savings and signs of wage increases, Nuveen's chief equity strategist banks on consumers stepping up.

INVESTING EQUITIES JUN 17, 2015
F-Squared's assets down 33%; settlement fails to stanch outflows

Near $8 billion loss tracks the indexes of a once-top boutique portfolio manager: Morningstar.

Blackstone and BlackRock are starting to cross over into each other's bread and butter
INVESTING EQUITIES JUN 16, 2015
Blackstone and BlackRock are starting to cross over into each other's bread and butter

Steve Schwarzman and Larry Fink, once partners, now vie for Wall Street dominance atop their wildly successful firms.

Why this is an exceptional time to be investing in Europe
INVESTING EQUITIES JUN 16, 2015
Why this is an exceptional time to be investing in Europe

Confluence of events make European companies extremely appealing for investors

Advisers' crucial role in constructing smarter portfolios to combat volatility
INVESTING EQUITIES JUN 15, 2015
Advisers' crucial role in constructing smarter portfolios to combat volatility

Vital that investors understand the expanded tool set now available to handle market swings

There's a bubble in tech stocks that looks familiar
INVESTING EQUITIES JUN 15, 2015
There's a bubble in tech stocks that looks familiar

The bubble of our time is in stocks at the convergence of technology, online marketing, and media including social media. AKA: Web 2.0.

MetLife files suit to fight 'too big to fail' status
INVESTING EQUITIES JUN 15, 2015
MetLife files suit to fight 'too big to fail' status

<i>Breakfast with Benjamin</i>: The firm files suit against the Financial Stability Oversight Council, charging them with acting as 'judge, jury and executioner.'

Vanguard's China play ups the ante for industry
INVESTING EQUITIES JUN 15, 2015
Vanguard's China play ups the ante for industry

Other fund companies may find it difficult to match Vanguard's promise of access to a hot market.

INVESTING RIAS JUN 15, 2015
United Capital pivots away from mutual funds to proprietary asset management program

Firm sees new way to cut the middleman, product fees for clients while capturing top investment ideas.

Saudi Arabia lays out the welcome mat for global investors
INVESTING EQUITIES JUN 14, 2015
Saudi Arabia lays out the welcome mat for global investors

<i>Breakfast with Benjamin:</i> The richest and most powerful Arab nation opens its $570 billion stock market to the world.

Are bond fund investors running toward a cliff?
INVESTING EQUITIES JUN 12, 2015
Are bond fund investors running toward a cliff?

$5.3 billion flows into bond mutual funds in first week of June, even as yields continue to rise