Equities

Displaying 2839 results
Latest gold ETF times the market so advisers don't have to
INVESTING EQUITIES FEB 18, 2021
Latest gold ETF times the market so advisers don't have to

The fund rebalances gold and cash based on recent market volatility. It marks the first product from Wilshire Phoenix after the firm spent much of the past two years trying to get a bitcoin ETF approved by the SEC.

By Jeff Benjamin
Stock market's 'Biden bounce' raises caution flags
INVESTING EQUITIES JAN 19, 2021
Stock market's 'Biden bounce' raises caution flags

Stocks are up almost 12% since Election Day, and some advisers are already looking for a pullback. Biden's post-election rally stands out as the strongest since World War II.

By Jeff Benjamin
Buffered ETFs add 'guard rails' to uneasy equity market
INVESTING EQUITIES JAN 08, 2021
Buffered ETFs add 'guard rails' to uneasy equity market

There are now five companies offering downside protection through buffered ETFs, and two more firms with products in the filing stages

By Jeff Benjamin
Back-to-normal rally drives Dow above 30,000 for first time
INVESTING EQUITIES NOV 24, 2020
Back-to-normal rally drives Dow above 30,000 for first time

Gains reflect hopes that vaccines and a peaceful presidential transition could give the economy a boost

By Bloomberg
JPMorgan says rebalancing could mean $300 billion exits stocks
INVESTING EQUITIES NOV 23, 2020
JPMorgan says rebalancing could mean $300 billion exits stocks

The strong equity performance so far this month means large investors like balanced mutual funds may need to shift money into bonds before year-end

By Bloomberg
RIAs relish the idea of government gridlock under Biden
INVESTING EQUITIES NOV 10, 2020
RIAs relish the idea of government gridlock under Biden

Divided government is what the financial markets want most

By Jeff Benjamin
Stocks hit all-time highs on optimism about vaccine
INVESTING EQUITIES NOV 09, 2020
Stocks hit all-time highs on optimism about vaccine

Stocks that have been hit hard by lockdowns, like movie theaters and cruise companies, jumped, while stay-at-home companies plunged

By Bloomberg
History shows stocks may extend post-election surge
INVESTING EQUITIES NOV 05, 2020
History shows stocks may extend post-election surge

Continued Republican control of the Senate means less likelihood of huge stimulus, but also less chance of tax hikes or more regulation

By Bloomberg
Stocks, bonds rally as election bets are retooled
INVESTING EQUITIES NOV 04, 2020
Stocks, bonds rally as election bets are retooled

Investors are looking ahead to a future without massive debt-fueled stimulus spending or a rollback of Trump's tax cuts

By Bloomberg
Two bad election scenarios come back to haunt markets
INVESTING EQUITIES NOV 04, 2020
Two bad election scenarios come back to haunt markets

A contested election and a Biden presidency with a Republican Senate are both outcomes seen as negative for stocks

By Bloomberg
JPMorgan prepares for post-election market shift by cutting tech
INVESTING EQUITIES NOV 03, 2020
JPMorgan prepares for post-election market shift by cutting tech

The bank's strategists raised their recommendation on the banking and insurance sector to overweight

By Bloomberg
BlackRock launches small-cap value ETF, defying market trends
INVESTING EQUITIES OCT 30, 2020
BlackRock launches small-cap value ETF, defying market trends

Both small-cap shares and value strategies have taken a beating this year as the coronavirus sparked an economic crisis

By Bloomberg
Stocks tumble on worries about rising infections hitting economy
INVESTING EQUITIES OCT 28, 2020
Stocks tumble on worries about rising infections hitting economy

The S&P 500, the Dow and Nasdaq all off more than 3%

By Bloomberg
Schwab's Liz Ann Sonders puts odds of stimulus at slim to none
INVESTING EQUITIES OCT 28, 2020
Schwab's Liz Ann Sonders puts odds of stimulus at slim to none

The company's CIO didn't rule out the possibility, but said it looks increasingly unlikely, while speaking at the Schwab Impact conference on Wednesday

By Jeff Benjamin
SEC reportedly shelving proposed change to stock reporting threshold
INVESTING EQUITIES OCT 27, 2020
SEC reportedly shelving proposed change to stock reporting threshold

Under the rule change, only managers with at least $3.5 billion in equities would have had to publicly report their holdings, up from the current $100 million threshold

By Bloomberg
Stocks hit on COVID concerns, fading hopes for fiscal stimulus
INVESTING EQUITIES OCT 26, 2020
Stocks hit on COVID concerns, fading hopes for fiscal stimulus

Stocks pared their losses during the afternoon as the biggest tech companies recovered

By Bloomberg
Speculators reverse big Nasdaq short
INVESTING EQUITIES OCT 19, 2020
Speculators reverse big Nasdaq short

The buying comes after hedge funds had driven net short bets to the highest level since before the financial crisis

By Bloomberg
Value stocks could shine after the election
INVESTING EQUITIES OCT 15, 2020
Value stocks could shine after the election

Citigroup analyst says the shift could occur no matter who's elected

By Bloomberg
Critics pummel SEC effort to boost reporting threshold for money managers
INVESTING EQUITIES OCT 06, 2020
Critics pummel SEC effort to boost reporting threshold for money managers

Opponents say the higher level for reporting stock holdings deprives investors and advisers of crucial information

By Mark Schoeff Jr.
Democratic sweep may be best scenario for risk markets: Credit Suisse
INVESTING EQUITIES SEP 28, 2020
Democratic sweep may be best scenario for risk markets: Credit Suisse

Such a scenario could lead to greater deficit spending that would be 'massively pro-growth,' analysts say

By Bloomberg