Equities

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Here's how stocks will react to rising interest rates
INVESTING EQUITIES FEB 19, 2015
Here's how stocks will react to rising interest rates

For investors worried about how stocks will react to rising interest rates, last week's trading may provide some guidance. To wit: Following the biggest one-week jump in 10-year Treasury yields in more than a year, investors are selling the highest-yielding companies in the S&P 500.

ETF outdoes hedge funds in the M&A game
INVESTING EQUITIES FEB 18, 2015
ETF outdoes hedge funds in the M&A game

In trying to capitalize on the news of mergers and acquisitions, hedge funds are being outdone by an exchange-traded fund clone.

INVESTING RIAS FEB 18, 2015
The bottom for oil prices isn't even in sight yet

<i>Breakfast with Benjamin</i>: Supply and demand math could mean $10 oil. Plus: Eric Holder takes a parting shot at Wall Street, SEC filings show how hedge funds did and didn't navigate the markets, and it's hard to bet against sin stocks.

Bargain hunter Klarman finds opportunity in energy stocks as oil prices drop
INVESTING EQUITIES FEB 18, 2015
Bargain hunter Klarman finds opportunity in energy stocks as oil prices drop

Money manager Seth Klarman identified opportunities last year in energy after oil prices plunged. But with bargains drying up, the $28.5 billion Baupost Group's cash balances grew and the bargain hunter challenged the Fed's easy money policy.

Global bankers are painting the Fed into a corner
INVESTING EQUITIES FEB 18, 2015
Global bankers are painting the Fed into a corner

<i>Breakfast with Benjamin</i> features the Federal Reserve being caught between a rock and a hard place on rate hikes. Plus: Greeks vote to kick the can down the road, Obama's tax grab looks like a blueprint for the future, and a billionaire tells Americans to spend less money

INVESTING EQUITIES FEB 17, 2015
BDCs' juicy yields attracting a lot of insider buying

Though high yielding, companies undervalued and have upside to dividends and share prices.

Energy-sector stocks are feeling no love from Wall Street
INVESTING EQUITIES FEB 16, 2015
Energy-sector stocks are feeling no love from Wall Street

<i>Breakfast with Benjamin</i>: The energy sector has the highest level of short interest since 2008. Plus: Apple's market value tops $700 billion and already talk turns to the $1 trillion mark, Carl Icahn says Apple is already there, and is it time to rethink filing taxes online?

The correlation conundrum and liquid alternatives
INVESTING EQUITIES FEB 15, 2015
The correlation conundrum and liquid alternatives

The vast majority of these funds are new, and they require scrutiny in context of other assets.

INVESTING EQUITIES FEB 15, 2015
Separately managed accounts ranked by fourth-quarter returns

Find out which separately managed accounts fared the best in the fourth quarter of 2014, across each major sector.

Gold loses its luster on the global stage
INVESTING EQUITIES FEB 13, 2015
Gold loses its luster on the global stage

<i>Breakfast with Benjamin</i>: A stronger dollar and record valuations for global stocks have kicked the precious metal to the curb.

REITs not to the rescue this year
INVESTING EQUITIES FEB 13, 2015
REITs not to the rescue this year

<i>Breakfast with Benjamin:</i> Real estate might not deliver as expected. Plus: This week, we'll really know how the drop in oil affected companies and consumers; in currencies, it's not all about the Swiss franc; it's budget day in Washington; and all the Super Bowl ads, in case you missed them.

Gold shines amid growing economic stress in Europe
INVESTING EQUITIES FEB 13, 2015
Gold shines amid growing economic stress in Europe

Today's <i>Breakfast with Benjamin</i> includes gold hitting its highest level since September. Plus: Obama wants to tak 529 plans to fund free community college, emerging-market-debt managers emerge from the wreckage of 2014, and it's time to change some passwords.

In target date funds, performance starts to trump risk management as assets balloon
INVESTING EQUITIES FEB 12, 2015
In target date funds, performance starts to trump risk management as assets balloon

Some strategies stay aggressive right up to target date while others dial down risk; each group has its reasons

Alternatives are earning their keep in 2015
INVESTING EQUITIES FEB 12, 2015
Alternatives are earning their keep in 2015

The solid relative performance of alternatives makes the case for diversification of portfolios in 2015.

Know a client's emotional biases to get through volatility
INVESTING EQUITIES FEB 12, 2015
Know a client's emotional biases to get through volatility

Advisers will need to communicate and focus on goals to get through periods of market ups and downs

S&P 500 closes in on a record as rally returns
INVESTING EQUITIES FEB 11, 2015
S&P 500 closes in on a record as rally returns

Ability to hold above key 2,063 level could draw in more buyers.

Ray Dalio's Bridgewater picks up chunk of Microsoft, ditches UPS
INVESTING EQUITIES FEB 10, 2015
Ray Dalio's Bridgewater picks up chunk of Microsoft, ditches UPS

Hedge fund manager tops most peers in January with an 8.3% gain.

Wealthy investors loving U.S. stocks
INVESTING EQUITIES FEB 10, 2015
Wealthy investors loving U.S. stocks

Investors continue to see domestic stocks as the best thing going: Legg Mason survey.

Apple's market cap tops $700 billion, a milestone for U.S. companies
INVESTING EQUITIES FEB 10, 2015
Apple's market cap tops $700 billion, a milestone for U.S. companies

Shares of iPhone maker more than twice as valuable as rival Microsoft. No 2? Exxon Mobil Corp., with a market cap of $385.4 billion.

Pimco Total Return Fund drops another $11.6B even with decent performance
INVESTING EQUITIES FEB 10, 2015
Pimco Total Return Fund drops another $11.6B even with decent performance

<i>Breakfast with Benjamin</i> Despite beating 94% of its peers since Bill Gross left the company, Pimco's Total Return Fund still dropped $11.6 billion in January. Plus: Crude oil drives the markets, unbelievable unemployment data, and finding some investments buried beneath the winter snow.