Equities

Displaying 2840 results
S&P 500 ETF separates truth from turbulence
INVESTING EQUITIES AUG 21, 2019
S&P 500 ETF separates truth from turbulence

The trading volume on SPY can serve as a decent leading indicator for equities.

By Eric Balchunas
SEC affirms its authority over proxy advisory firms that CEOs hate
INVESTING EQUITIES AUG 21, 2019
SEC affirms its authority over proxy advisory firms that CEOs hate

Commissioners vote 3-2 to issue guidelines on fund managers' responsibilities in dealing with proxy advisers

By Bloomberg
Faith-based funds attract loyal investors
INVESTING RIAS AUG 20, 2019
Faith-based funds attract loyal investors

It turns out negative screens aren't necessarily a drag on funds' performance.

By Jeff Benjamin
Stock volatility spurs worst run of ETF withdrawals in six months
INVESTING EQUITIES AUG 19, 2019
Stock volatility spurs worst run of ETF withdrawals in six months

Almost $18 billion exited U.S.-listed equity ETFs over the past three weeks.

By Bloomberg
Volatility reignites debate about market timing
INVESTING RIAS AUG 15, 2019
Volatility reignites debate about market timing

Advisers shrug off the threat of an imminent recession

By Jeff Benjamin
Countdown to catastrophe? The yield curve and the stock market
INVESTING EQUITIES AUG 14, 2019
Countdown to catastrophe? The yield curve and the stock market

The inverted Treasury yield curve signals a recession is coming — but the timing is unclear.

By Bloomberg
Veteran small-cap manager navigates market cycles with a basic philosophy
INVESTING EQUITIES AUG 07, 2019
Veteran small-cap manager navigates market cycles with a basic philosophy

Robert Bergson of Northern Trust Asset Management embraces bottom-up stock picking and usually beats his peers.

By Jeff Benjamin
Fidelity draws adviser wrath with 1.9% cash offer
INVESTING RIAS AUG 07, 2019
Fidelity draws adviser wrath with 1.9% cash offer

The high-yield default account sparked kudos then displeasure on Twitter when adviser Michael Kitces realized it doesn't apply to existing clients.

By Jeff Benjamin
How are low-volatility funds weathering the market turmoil?
INVESTING EQUITIES AUG 06, 2019
How are low-volatility funds weathering the market turmoil?

Some defensive strategies are beating the market in good and bad times.

By Jeff Benjamin
Advisers say go for the gold as the perfect hedge for trade-war fears
INVESTING RIAS AUG 05, 2019
Advisers say go for the gold as the perfect hedge for trade-war fears

Gold was up nearly as much as the S&P 500 was down in mid-day trading Monday.

By Jeff Benjamin
Is a recession coming? Yield curve signals loudest warning since 2007
INVESTING EQUITIES AUG 05, 2019
Is a recession coming? Yield curve signals loudest warning since 2007

Rates on 10-year notes sank like a stone Monday, erasing the surge that followed President Donald J. Trump's 2016 election.

By Bloomberg
Markets plunge as trade war escalates
INVESTING EQUITIES AUG 05, 2019
Markets plunge as trade war escalates

Losses in the Dow surpassed 700 points Monday.

By Bloomberg
ETF trading spikes to 2019 highs as Trump, Fed rattle stocks
INVESTING EQUITIES AUG 02, 2019
ETF trading spikes to 2019 highs as Trump, Fed rattle stocks

More than $42 billion worth of trading occurred in the SPDR S&P 500 ETF Thursday.

By Bloomberg
Winner-take-all phenomenon rules stock market, too
INVESTING EQUITIES JUL 29, 2019
Winner-take-all phenomenon rules stock market, too

Just 1.3% of the world's public companies were responsible for all the market gains over the past three decades.

By Barry Ritholtz
Goldman Sachs says stocks near peak
INVESTING EQUITIES JUL 22, 2019
Goldman Sachs says stocks near peak

Firm finds S&P 500 now trading near fair value, sees limited additional upside.

By Bloomberg
AssetMark IPO seen as boon for financial services
INVESTING RIAS JUL 18, 2019
AssetMark IPO seen as boon for financial services

Investors pounce, driving shares of the TAMP up 19% in first-day trading

By Jeff Benjamin
Stock investors make $6 billion bet on S&P 500 ETFs
INVESTING EQUITIES JUL 16, 2019
Stock investors make $6 billion bet on S&P 500 ETFs

Big inflows last week show investors are 'all-in on equities,' analyst says.

By Bloomberg
As AssetMark files for IPO, experts value TAMP at more than $1.2 billion
INVESTING RIAS JUN 26, 2019
As AssetMark files for IPO, experts value TAMP at more than $1.2 billion

Turnkey asset management platform says it's seeking to raise $100 million in an initial public offering.

By Jeff Benjamin
Investors are headed to extra innings
INVESTING EQUITIES JUN 04, 2019
Investors are headed to extra innings

Expect more fireworks in the second half, followed by periods of tranquility when global policymakers step in to calm markets.

By Michael Arone
Overlooked fund category is dominating 2019
INVESTING RIAS MAY 29, 2019
Overlooked fund category is dominating 2019

Mid-cap funds exhibit unexplained momentum to lead all fund categories so far this year.

By Jeff Benjamin