Results for "earnings"

Displaying 513 results

Sort: Date | Relevance

Author:

Morgan Stanley advisers hit revenue record in fourth quarter

January 17, 2017

Morgan Stanley's 15,763 advisers hit an all-time best in productivity during the fourth quarter of 2016, generating average annualized revenue — fees and commissions — per adviser of more than $1 million. The firm's wealth management unit...

Will Trump's tweets continue to move markets — and is that a good thing?

January 12, 2017

President-elect Donald Trump proved he can move markets, but how persistent the Trump effect will be remains to be seen. Mr. Trump said at his press conference Wednesday that pharmaceutical companies were “getting away with murder” on drug...

Here's why your clients probably didn't beat the S&P 500 in 2016

January 3, 2017

Your clients had a great year in the stock market. But their first question might be, “Why didn't we get as much as the S&P 500?” The Standard & Poor's 500 stock index gained 11.96% with dividends reinvested in 2016, despite a rough start:...

Alternative energy funds have dim prospects under a Trump presidency

December 27, 2016

One thing you can learn from the Trump presidential victory: Making bets on the fallout is anything but certain. For example, President-elect Donald Trump has promised to bring back coal. Investors don't believe it. VanEck Vectors Coal ETF (KOL),...

Outlook for 2017: Strategists from Vanguard, Fidelity, Franklin Templeton, Ameriprise, BlackRock and others weigh in

December 20, 2016

Economists make predictions because people ask them to, and the same holds true for market strategists. Here's a roundup of predictions for 2017 from major fund companies and brokerages. VANGUARD: JOE DAVIS, CHIEF GLOBAL ECONOMIST, AND TEAM...

Research Affiliates' Rob Arnott: 3 reasons you should throw your hat into the emerging-markets' ring

December 19, 2016

Research Affiliates' CEO, Rob Arnott, thinks emerging markets are a hat trick: An unusual three-way combination of low valuations, depressed currencies and strong momentum. Mr. Arnott first made his recommendation for emerging markets back in...

Looking for consistent top performance? Most active funds don't have it

December 15, 2016

If the fund industry was hoping for breakout performance from actively managed funds, its hopes were once again dashed by S&P Dow Jones Indexes. “It's the persistence of nonpersistence,” said Aye M. Soe, Senior Director, Global Research...

How to keep clients from going wild when the Dow hits 20,000

December 14, 2016

As the Dow Jones Industrial Average closes in on 20,000, analysts are talking about animal spirits — specifically, bullish ones — returning to Wall Street. Are your clients clamoring to charge into the market? What do you tell them? First,...

Trump's policies could be tough on emerging markets — and ignite a trade war with China

December 2, 2016

The election has clearly given the U.S. stock market a big boost, but how will a Trump presidency play out in China and other emerging markets? The effects of the election ripple out from the U.S. “The biggest effect in the U.S. will be monetary:...

Lesson one from Trump rally: Don't sell your stocks on short-term fears

December 1, 2016

If you needed a reason to give clients not to sell their stocks in a panic, here's one: The election of Donald J. Trump as president. Partisans on both sides were warning of the dire effects of a Trump or Clinton presidency. Expectations were...

Women underrepresented in global fund industry: Morningstar

November 29, 2016

Women are more likely to be at the helm of a passively managed fund or a fund of funds than an actively managed one, a new Morningstar study found. They are also more likely to be on a team-managed fund than serving as a solo manager. Women...

Emerging markets sink after Trump victory

November 23, 2016

Emerging markets have been sinking since the election of Donald Trump, led lower by Latin America and India. The average diversified emerging markets fund has fallen 4.4% since the Nov. 9 election, according to Morningstar, vs. a 3.5% gain for...

Some funds doling out capital gain pain

November 23, 2016

If your clients don't believe taxes are important, here's a nugget for them: Out of 367 large-company blend funds with five-year records, just 30 have beaten the Vanguard 500 Index fund after taxes. On average, those 367 funds lost 1.75% in...

Fund flows make screeching U-turn after election

November 18, 2016

Exchange-traded fund flows made a violent U-turn in the middle of Wall Street after the presidential election. Investors have been making a massive exodus from stock ETFs and open-ended funds for years. In the 12 months ended October, investors...

What you can learn from 30 years of stock-picking

November 10, 2016

You can learn a lot about investing in 30 years, and if you don't believe it, check out the class of 1986 — fund managers who have each run their fund the past 30 years. That's exactly what the Ariel funds did Wednesday, gathering together...

The markets fear a contested presidential election

November 7, 2016

The biggest concern for investors right now should be a contested presidential election. Fearing the hanging chads. Regardless of who wins the election, the best bet might be gold. The one certain winner. Could $500,000 be the new number for...

Handful of mutual funds set up for big capital gains distributions

November 4, 2016

So far, 2016 doesn't look like a year in which investors will be hit hard with mutual fund capital gains distributions. But there are some noteworthy standouts. A “handful of doozies.” The official word from Wells Fargo is that the SEC is...

UBS Wealth Management Americas sees record profit in boost from fee-based assets, lending

October 28, 2016

UBS Group AG's wealth management business in the Americas posted record profitability in the third quarter even as it saw the lowest third-quarter volume in client transactions since 2009. The unit produced unprecedented pretax profit of $328...

Janus in a double whammy as assets flee and revenue drops

October 27, 2016

Janus Capital Group, in process of being bought by Henderson Group, saw $2 billion in assets flee in the third quarter. To make matters worse for Janus, revenues have dropped from lower fees. If you think that regulators are done scrutinizing...

Volatility seen as best way to hedge against political risk

October 26, 2016

Let's say that you were worried about political risk because the elections scare you more than going down to the basement to investigate a screaming furnace. What would be the best way to hedge against it? Forget gold and bonds. Volatility is...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 ... 26

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.