Weitz Investments calls the stock market tough for active managers and with equities trading at 85% to 90% of fair value, the money manager has socked cash away to take advantage of volatility.
Despite growing economic concern, there is no shortage of reasons for optimism. You just have to know where to look.
Growth-oriented stock pickers beat their benchmarks, but how long will it last?
If you're OK with volatility and want emerging-markets exposure, you need to pick your spots carefully, says Templeton Investment Counsel's president.
<i>Breakfast with Benjamin:</i> Time to sell stocks? Plus: All you need to know about the Fed's policy decision today, lessons from a Texas-size bankruptcy, lingering effects of the polar vortex, a social media darling trips up, and the latest on Rep. Dave Camp's tax reform plan.
<i>Breakfast with Benjamin:</i> Rate clarity from Janet Yellen and the Fed this week could chill volatility. Plus: Someone doesn't like small caps, <i>IN</i>'s big independent broker-dealer report is out, determining what airline to fly, a new cybersecurity warning and two popes are now saints.
New offering from hedge fund manager AQR seeks to exploit lag between news and market reaction
<i>Breakfast with Benjamin:</i> What stocks to buy if you're ready to buy stocks. Plus: A different investor reaction to a Netflix price hike; earnings coming fast and furious; when CEOs stop buying back their stock and don't forget Earth Day.
But analysts divided over longer-term prospects: Some see end of bull market while others see pause.
<i>Breakfast with Benjamin:</i> The truth of the housing market is about to hit. Plus: A fresh batch of market data to start your week; the rich have gotten richer since the financial crisis; stocks are being called overpriced; and why working for a hedge fund is better than working at your company.
With the bull market intact after “good flat” first quarter, changes are afoot, leading strategists to suggest looking broadly for investment opportunity in the second quarter. Jeff Benjamin explains.
Stocks, bonds and commodities rose together in February for the first time in seven months, reversing January's losses. The S&P 500 is at a new all-time high. So who's panicking now?
Betting against Treasuries risky, caution needed with funds buying junk bonds, shorting government debt,
90% of the assets put in ETFs in quarter went to low-cost provider.
<i>Friday's menu:</i> Consumers still left in the loan lurch. Plus: Which manager just jumped into the liquid alts pool? Some stocks for a rising-rate cycle; commodities are hot again; European banks ride the wave; and Merrill trims its housing outlook.
<i>Breakfast with Benjamin:</i> Fighting technology with technology. Plus: Know your ETF or don't invest, how not to advise clients, a pyramid to financial success, biotech on the rebound, and Russia addresses meat shortage with the Easter turkey
<i>Breakfast with Benjamin:</i> It's a bad time for stocks, based on the presidential cycle. Plus: The Nasdaq tests correction territory; most money managers think U.S. stocks are pricey (but there is a market they love); a tech ETF for nervous investors; what advisers wish investors knew; and having delicious fun with Crème Eggs.
<i>Breakfast with Benjamin:</i> Which way for stocks on big data day? Plus: The downside of low rates; GM gets some love; Earth Day and earthy companies; the surging price of shrimp makes cheap food, well, less so; and reflection and hope in Boston.
Major stock market indexes wrapped up their worst week since 2012 with more losses on Friday as investor concern over too-high stock prices sent them to the exits. With the S&P 500 erasing its gains for the year and earnings season just starting, is the long-awaited correction at hand?
<i>Breakfast with Benjamin:</i> The bull run is not over; neither is the spike in volatility. Plus: The upside of suddenly cheaper stocks, JPMorgan's big miss, mutual fund investors always get creamed, placing speed bumps in front of high-frequency traders and not having Kathleen Sebelius to kick around anymore.
