February 7, 2012

Focus portfolios in the middle of the investment risk spectrum

By Jason Pride

U.S. economic engine is humming, but sustainability is still in question; investors can find the most attractive risk-reward opportunities in the center of the risk spectrum, and gain protection in high quality and/or dividend growth equities.

• equities,
• investment strategies,
• markets

February 6, 2012

This fund's dividend hunting ground is the Russell 3000

By Jeff Benjamin

Smaller but equally attractive dividend payers, often offering the additional boost of faster capital appreciation, can be found in the Russell 3000, said Paul Hogan, co-manager of the $175 million FAM Equity Income Fund.

• equities,
• mutual funds

February 2, 2012

How a graffiti artist tagged Facebook for a $200M payday

By IN Staff

David Choe's choice of stock over cash for murals was the real art of this deal

• equities

January 29, 2012

Challenges abound

The following is an edited transcript of a Dec. 13 webcast, “Outlook 2012.” Deputy editor Evan Cooper and senior editor Jeff Benjamin moderated. InvestmentNews: James, please give us your overview of 2012. Mr. Swanson: My...

• economy / economics,
• equities,
• markets,
• markets

January 29, 2012

Barton Biggs big on U.S. stocks

By Bloomberg News

Barton Biggs, who increased bets on U.S. equities before the S&P 500 rallied last month, said that he remains bullish even amid concerns over progress in solving Europe's debt crisis. “I'm terrified I'm not long enough if we're going to have a strong rally here, which we could,” he ...

• equities

January 11, 2012

Historic dividend yields have this fund manager singing equities' praises

By Jeff Benjamin

Scott Schermerhorn, chief investment officer at Granite Investment Advisors, is so enamored with stock valuations in relation to the strength and direction of dividends that he believes portfolios should be tilted strongly in favor of stocks over bonds.

• bonds / fixed income,
• equities

January 6, 2012

Benefits of diversification are fading: Study

By Andrew Osterland

A new study shows that correlations between many so-called “risk-on assets” have risen dramatically over the last decade.

• equities

January 5, 2012

Rising dividends will see investors bail from bonds: Henderson Global manager

By Jeff Benjamin

Income-seeking investors should take solace in a trend toward rising dividend payouts in 2012, according to Alex Crooke, manager of the $1.2 billion Henderson Global Equity Income Fund.

• bonds / fixed income,
• equities

January 1, 2012

Little enthusiasm for equities among advisers

By Bruce Kelly

Last year's stock market volatility has taken its toll: Financial advisers are a lot more skittish about equities now than they were at the start of 2011.

• equities,
• studies/surveys/statistics

January 1, 2012

Global markets will take a back seat to U.S.

By Jeff Benjamin

For U.S. equity investors, the next 12 months may be all about staying home.

• equities