Equities

Displaying 2839 results
iShares says not so fast on passive investing winning the day
INVESTING EQUITIES JAN 06, 2015
iShares says not so fast on passive investing winning the day

iShares manager says money from active managers was primary driver of record 2014.

By Trevor Hunnicutt
Bond fund managers bravely approach beaten down energy debt
INVESTING EQUITIES JAN 06, 2015
Bond fund managers bravely approach beaten down energy debt

On today's <i>Breakfast with Benjamin</i>, brave bond fund managers are starting to gobble up the debt from beaten down energy companies. Plus: Home prices are being held down by oil, top 401(k) plan trends, and what the IPO market looks like for 2015.

By Jeff Benjamin
$6.3B money manager looking for bargains in oil, European industrials
INVESTING EQUITIES JAN 06, 2015
$6.3B money manager looking for bargains in oil, European industrials

At a time when U.S. stocks are beating the rest of the world, Sarah Ketterer mostly invests overseas. And at a time when index funds and exchange-traded funds are ascendant, she invests the old-fashioned way: She scouts for well-run companies and buys them when they look cheap.

By Bloomberg
INVESTING EQUITIES JAN 06, 2015
As hot as liquid alts are, most can't compete against the bull market

'The only thing that's working right now is the S&amp;P'

By Jeff Benjamin
INVESTING EQUITIES JAN 05, 2015
The best- and worst-performing target date funds

The latest data on target date funds through the fourth quarter of 2014, including a look at how J.P. Morgan has thrived in the space.

By Bloomberg
Bears absent in stock market rally, raising some worries
INVESTING EQUITIES JAN 05, 2015
Bears absent in stock market rally, raising some worries

Analysts, unanimously bullish, on average expecting another 166-point advance in the S&amp;P 500 this year, according to Bloomberg.

By Bloomberg
Debunking the January effect
INVESTING EQUITIES JAN 05, 2015
Debunking the January effect

'As goes January, so goes the year' sounds good but isn't very actionable.

By Corey Hoffstein and Justin Sibears
INVESTING EQUITIES JAN 05, 2015
Malkiel on investment opportunities, financial advice and robos

The author of 'A Random Walk Down Wall Street' talks about investing in today's world, the financial advice business and robos.

By Bloomberg
INVESTING EQUITIES JAN 05, 2015
Finra fines Wall Street banks $43.5M for pushing analysts on IPOs

Regulator fines 10 banks for total of $43.5 million for promising positive analyst coverage after initial public offering.

By Bloomberg
INVESTING EQUITIES DEC 31, 2014
Are the equity markets running out of energy?

Opportunity knocks for patient investors, but 2015 gains won't be as sharp as this year's.

By Mike Boyle
INVESTING EQUITIES DEC 30, 2014
Stocks overcome global upheavals to keep bull market chugging through sixth year

Dow up about 175% since March 2009, aided by Fed bond buying, better-than-forecast economic data and corporate earnings that beat analyst forecasts.

By Bloomberg
INVESTING EQUITIES DEC 30, 2014
Stocks and the economy are hooked on the Fed's punch bowl

Policy critics charge the markets are 'artificial,' but some strategists say the central bank can manage continued stimulus pullback.

By Jeff Benjamin
INVESTING EQUITIES DEC 29, 2014
The predictable downside of chasing performance

The last <i>Breakfast with Benjamin</i> menu of the year features: A cautionary tale on chasing performance; why active management is not dead yet; cheap oil claims its first energy-sector victim; and a reminder that annuities are not investments.

By Jeff Benjamin
INVESTING EQUITIES DEC 29, 2014
Small caps break record as rally broadens out amid sluggish trade

The Russell 2000 Index climbed to an all-time high and the Nasdaq Composite Index reached a level not seen since 2000 as an equities rally that started last week continued through one of the slowest trading days of the year.

By Bloomberg
INVESTING EQUITIES DEC 25, 2014
John Maynard Keynes: Economist by day, high-flying portfolio manager by night

A look at the famed economist, who was a sterling money manager because of his willingness to question prevailing opinion and act against the consensus.

By Peter W. Beer
INVESTING EQUITIES DEC 23, 2014
6 market developments to watch for in 2015

Legg Mason's seven asset management affiliates offer differing views on global investment opportunities ahead.

By Thomas Hoops
INVESTING EQUITIES DEC 23, 2014
Cheap oil is drawing bargain hunters to energy ETFs

<i>Breakfast with Benjamin:</i> Cheap oil draws interest in energy ETFs. Plus: Finding value under the hood of hedge funds, how to talk like a Wall Street guru, and get insurance or get ready for Obamacare taxes.

By Jeff Benjamin
INVESTING RIAS DEC 23, 2014
Case for active management gets stronger every day as stocks power ahead

As the stock market wraps another solid year, advisers are beginning to wonder how long the indexed-investing run can last and are startign to think about risk management, which means looking for active managers.

By Jeff Benjamin
INVESTING EQUITIES DEC 23, 2014
Why the financial markets get so excited by revised growth numbers

On the <i>Breakfast with Benjamin</i> menu today: Mohamed El-Erian breaks down the better-than-expected economic growth numbers. Plus: Warren Buffett's big year, gold investors are only starting to feel the hurt, and finding value where others only see tax-loss selling.

By Jeff Benjamin
INVESTING EQUITIES DEC 23, 2014
Stocks and bonds catch a ride on the surging dollar

As economic strength and Fed policy push the greenback to a 7-year high, market strategists see knock-on gains for other assets.

By Jeff Benjamin