May 1, 2012

New Value Trust chief likes underdog role

By Jason Kephart

Sam Peters expects today to be business as usual — except, of course, that it will be the first day that he manages the $2.5 billion Legg Mason Capital Management Value Trust [LMVTX] without the legendary Bill Miller at his side. Indeed, today marks Mr. Miller's last day at the helm of a...

• bonds / fixed income,
• equities

April 26, 2012

In the age of Apple and Google, Nasdaq looks beyond tech stocks

By Paul Menchaca

On the day Apple further flexed its earnings muscle, Nasdaq wanted to remind investors that it is more than just a benchmark for technology stocks.

• earnings,
• equities,
• markets

April 26, 2012

SSgA rolls out active ETFs

By Jason Kephart

State Street Global Advisors has rolled out its first active ETFs and will focus on tactical allocation.

• equities,
• State Street Global Advisors

April 25, 2012

Biggs sees U.S. market extending slump, Europe economy worsening

Pain across the pond will drag down U.S. market for weeks to come, says investor Barton Biggs

• equities

April 24, 2012

Why Merrill is overweighting corporate credit

The following is excerpted from a report by the Chief Investment Officer Team for Merrill Lynch Wealth Management. The team is headed by Lisa Shallet, CIO of Merrill Lynch Global Wealth Management and head of investment management & ...

• asset allocation,
• bonds / fixed income,
• earnings,
• emerging markets,
• equities,
• Merrill Lynch

April 22, 2012

Less risk offers more reward, study finds

A basic tenet of modern portfolio theory is that investors who are willing to take on greater risk can expect a greater reward. But a new study released last week turns that belief on its head and claims that less risky stocks, as measured by volatility, actually outperform more...

• equities

April 22, 2012

Goldman likes stocks, but Morgan Stanley senses danger

By Bloomberg News

Treasury yields below zero on an inflation-adjusted basis for only the second time since Dwight D. Eisenhower's presidency have split Wall Street's biggest firms, underscoring the relative-value dilemma that equity investors face following the biggest first-quarter rally in 14 years....

• economy / economics,
• equities,
• Goldman Sachs & Co.,
• Morgan Stanley & Co.

April 17, 2012

Is the bloom off the rose for Apple?

Stock price of world's most famous tech company sliding ahead of earnings report; 'snowball effect'

• equities,
• investments

April 17, 2012

LPL: Tax rate changes show little impact on markets

By Jeffrey Kleintop

The following is excerpted from the weekly market commentary by Jeffrey Kleintop, chief market strategist for LPL Financial. To read the full commentary, click here.[April 17] is tax ...

• bonds / fixed income,
• equities,
• legislation and regulation,
• markets

April 15, 2012

Dividend-paying stocks pay yet another dividend: Price increases

By Jeff Benjamin

With bond yields at historic lows, investors have turned to dividend-paying stocks as a source of investment income. Now investors are getting an extra boost — call it an added dividend — in the form of rising prices of dividend-paying equities. The long-...

• equities