Equities

Displaying 2840 results
Dow sails past 20,000
INVESTING EQUITIES JAN 10, 2017
Dow sails past 20,000

The stock index hit 20,000 for the first time Wednesday morning as corporate earnings and signs that President Donald Trump will push through pro-growth policies reignited the equities rally that stalled a month ago.

By Bloomberg
Even top notch firms feel sting from fickle investors
INVESTING EQUITIES JAN 06, 2017
Even top notch firms feel sting from fickle investors

Funds that have historically outperformed the market still suffer outflows when they stumble — even a little bit.

By Bloomberg
Leveraging portfolios to take advantage of Donald Trump's policies
INVESTING EQUITIES DEC 27, 2016
Leveraging portfolios to take advantage of Donald Trump's policies

Biotech, healthcare, banks and energy look to benefit.

By Jeff Benjamin
REIT investors brace for a December rate hike
INVESTING EQUITIES DEC 27, 2016
REIT investors brace for a December rate hike

Riding out the short term for the longer-term upside.

By Jeff Benjamin
Can Pimco's new CEO escape the shadow of Bill Gross?
INVESTING EQUITIES DEC 27, 2016
Can Pimco's new CEO escape the shadow of Bill Gross?

Pacific Investment Management Co. turns to outsider Manny Roman, who revived Man Group, the world's largest hedge fund.

By Bloomberg
Stocks versus bonds: Which best help meet retirement goals?
INVESTING EQUITIES DEC 22, 2016
Stocks versus bonds: Which best help meet retirement goals?

The asset-side case for stocks is unambiguous, though most people think that bonds hedge human capital better than stocks.

By Sebastien Page and James Tzitzouris
INVESTING EQUITIES DEC 09, 2016
BlackRock banks on cheaper ETFs

Plus: Bank stocks and the election, how the DOL rule could hit adviser pay, and seven 'stupid' ETFs

By Jeff Benjamin
INVESTING EQUITIES DEC 01, 2016
Small-cap value funds crush their large-cap brethren

Small-cap value funds have soared 21.37% this year, vs. 2.66% for large-company growth funds, one of the largest disparities between U.S. diversified stock funds in recent memory.

By John Waggoner
Alternative strategies fight index investors while longing for a 'black swan' event
INVESTING EQUITIES NOV 22, 2016
Alternative strategies fight index investors while longing for a 'black swan' event

Analysts, advisers struggle with when, where and why to use alts

By Jeff Benjamin
Raymond James gains alternative investments with Alex. Brown deal
INVESTING EQUITIES NOV 21, 2016
Raymond James gains alternative investments with Alex. Brown deal

Raymond James clients will have opportunity to invest in private-equity and hedge funds

By Christine Idzelis
Morningstar to create new style box for liquid alt funds
INVESTING EQUITIES NOV 17, 2016
Morningstar to create new style box for liquid alt funds

It will help advisers and investors measure correlation and volatility of past returns.

By Jeff Benjamin
INVESTING EQUITIES NOV 10, 2016
Making sense of the stock market's post-election run

Plus: Industrial stocks ride infrastructure-spending hopes, Warren Buffett makes nice with Donald Trump, and suddenly it's the Democratic party that might not survive in tact

By Jeff Benjamin
Advisers brace for the transition toward a President Trump
INVESTING EQUITIES NOV 10, 2016
Advisers brace for the transition toward a President Trump

Republican power balance puts DOL rule into question

By Jeff Benjamin
INVESTING EQUITIES NOV 09, 2016
Donald Trump's transition team says scrapping Dodd-Frank is job one

Plus: Five ETFs to help you prosper under the Trump administration, Dawn Bennett lands in more hot water, sending the media back to journalism school, and Happy Veterans Day

By Jeff Benjamin
INVESTING EQUITIES NOV 09, 2016
Election over, advisers plan their next moves with clients

Advisers ready trades and talking points for crushed Clinton supporters

By Liz Skinner
INVESTING EQUITIES NOV 09, 2016
Donald Trump win takes the stock market to hell and back

Plus: The Fed gets another excuse for not hiking rates, a big win for big oil, and nervous Americans crashed Canada's immigration website

By Jeff Benjamin
INVESTING EQUITIES NOV 09, 2016
How the bond market braced for the election

Plus: Don't bet on a post-election stock market rally, filing bankruptcy to fix a credit score, and some realities of moving to Canada

By Jeff Benjamin
INVESTING EQUITIES NOV 03, 2016
Cautious investors hedge a Donald Trump presidency to the bitter end

Plus: Record bets on the election outcome, questions for your CTA, and don't take financial advice from your family

By Jeff Benjamin
INVESTING EQUITIES NOV 03, 2016
The markets fear a contested presidential election

Plus: Going for the gold, retiring with a $500k nest egg, and Templeton Global Bond Fund under the microscope

By Jeff Benjamin
INVESTING EQUITIES NOV 02, 2016
Stocks fall as bonds and gold prices climb on U.S. election jitters

Investors are crowding into haven assets after the latest U.S. election polls suggest a tighter race.

By Bloomberg