Equities

Displaying 2734 results
MLP funds, once seemingly immune, show signs of frailty as energy prices fall
INVESTING EQUITIES JAN 26, 2015
MLP funds, once seemingly immune, show signs of frailty as energy prices fall

Popular category for yield-starved investors posts first quarterly decline in two years.

INVESTING EQUITIES JAN 22, 2015
Dynasty hires Scott D. Welch to be chief investment officer

Service provide plans to expand investment opportunities for its network of advisory firms

Salient Partners buys Forward Funds with liquid alts expansion in mind
INVESTING EQUITIES JAN 21, 2015
Salient Partners buys Forward Funds with liquid alts expansion in mind

Combined firm will include 36 funds and $27 billion under management.

Swiss franc fallout hits some liquid alt funds harder than others
INVESTING EQUITIES JAN 21, 2015
Swiss franc fallout hits some liquid alt funds harder than others

Big bets, currency exposure might surprise some investors

INVESTING EQUITIES JAN 21, 2015
Five surprise investment themes for 2015

From a big year for European equities to precious metals and bonds, here are some ideas of where value may lie in 2015.

INVESTING EQUITIES JAN 21, 2015
Tax pain on the way for active funds with big capital gains

Six years into the bull market, losses booked from the financial crisis have all been used up.

INVESTING EQUITIES JAN 20, 2015
Looking for investment value across the globe

Europe is a focus while selective emerging markets show promise, Templeton Global Equity strategists say.

Bond investors pessimistic as U.S. economic growth improves
INVESTING EQUITIES JAN 20, 2015
Bond investors pessimistic as U.S. economic growth improves

Lack of wage growth stoking fears of disinflation while Fed prepares to lift interest rates

State of the Union spoiler alert: Obama plans to go after rich people
INVESTING EQUITIES JAN 20, 2015
State of the Union spoiler alert: Obama plans to go after rich people

<i>Breakfast with Benjamin:</i> Tax hikes for the rich? Plus: European central bankers load up for their own quantitative easing, Russia is fading fast, and Switzerland has another trick up its sleeve.

Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets
INVESTING EQUITIES JAN 20, 2015
Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets

What the U.S. energy boom has given, the U.S. energy boom is about to take away if oil prices stay at or below current levels, according to DoubleLine Capital's Jeffrey Gundlach.

INVESTING EQUITIES JAN 20, 2015
U.S.: The global economic bright spot

As recovery reaches another phase, stocks remain poised to benefit from improving growth trends.

INVESTING EQUITIES JAN 18, 2015
Monitoring investments doesn't end

Supreme Court is reviewing a decision on the responsibility of plans to continually watch costs

How currency hedging saved portfolios in 2014
INVESTING EQUITIES JAN 18, 2015
How currency hedging saved portfolios in 2014

Financial advisers who found ways to mute the effect of the surging U.S. dollar on clients' foreign investments weathered the last year well. Those who didn't suffered.

U.S. economy reclaims post as global growth engine
INVESTING RIAS JAN 18, 2015
U.S. economy reclaims post as global growth engine

On Monday's <i>Breakfast with Benjamin</i>, the U.S. economy reclaims the post of global growth engine, though the Federal Reserve remains all quiet on the rate hike front. Plus: How to invest when a rosy jobs report hurts stocks, Goldman picks a list of losers, and millennials go home for financial advice.

Alibaba eligible for MSCI equity indexes as Russia snubbed
INVESTING EQUITIES JAN 16, 2015
Alibaba eligible for MSCI equity indexes as Russia snubbed

MSCI will allow some companies with overseas stock-market listings in its equity indexes, opening the door to China's Alibaba Group Holding Ltd. while excluding Russian firms amid economic sanctions.

Europe and Asia may be a mess, but long-term investors can find opportunities there
INVESTING EQUITIES JAN 16, 2015
Europe and Asia may be a mess, but long-term investors can find opportunities there

Valuations and fundamentals make the case for a contrarian international move

Fed confidence in the U.S. economy starts to wane
INVESTING EQUITIES JAN 16, 2015
Fed confidence in the U.S. economy starts to wane

In Thursday's <i>Breakfast with Benjamin</i>, oil prices and consumer spending add a hint of concern about the economy to the Federal Reserve's outlook. Plus: Fido app adds new twist to stock picking, retired Franklin Resources billionaire tangles history, and BlackRock added as many ETFs as it shut down last year.

Managed futures funds shine anew, but mystery remains
INVESTING EQUITIES JAN 16, 2015
Managed futures funds shine anew, but mystery remains

As market volatility spikes and correlation between various asset classes breaks down, managed futures strategies are enjoying their day in the sun once again. But advisers need to do some heavy lifting before jumping in, because performance varies widely and fees can be extreme.

Dimensional Fund Advisors picks advisers, not stocks, and it works
INVESTING EQUITIES JAN 15, 2015
Dimensional Fund Advisors picks advisers, not stocks, and it works

With its data-driven models, the company, which puts advisers through a rigorous process before allowing them to use its funds, attracted the third-most money in 2014, behind only Vanguard and JPMorgan. Here's how.

Falling oil prices are now officially costing jobs
INVESTING RIAS JAN 15, 2015
Falling oil prices are now officially costing jobs

Friday's <i>Breakfast with Benjamin</i> covers oilfield job cuts coming hard and fast now that the oil boom is sinking. Plus: Ohio-based financial adviser charged in Ponzi scheme, movie industry hopes the Oscar nominees can drive ticket sales, and the time might be perfect to start buying stocks.