Equities

Displaying 3226 results
Nobody can accuse Bill Gross of not eating his own cooking
EQUITIES JAN 09, 2015
Nobody can accuse Bill Gross of not eating his own cooking

Today's <i>Breakfast with Benjamin</i> features a look at how Bill Gross' own money is pumping up his new Janus fund. Plus: The Fed ponders and ponders some more, the surging dollar is poised for a pullback, another Obamacare surprise for tax-filers, and how grandchildren can derail retirement plans.

By Jeff Benjamin
Gross: Good times over, markets set to fall
EQUITIES JAN 09, 2015
Gross: Good times over, markets set to fall

Bond guru predicts minus signs for many asset classes.

By Bloomberg
Advisers punished for diversifying globally
EQUITIES JAN 08, 2015
Advisers punished for diversifying globally

Assets flood non-U.S. funds, but a broader allocation comes with trade-offs in a volatile world.

By Trevor Hunnicutt
Volatility in stocks expected to climb amid anxiety over oil, global growth, rates
EQUITIES JAN 08, 2015
Volatility in stocks expected to climb amid anxiety over oil, global growth, rates

S&amp;P 500 caps first four-session loss in 13 months Monday with big decline as fear gauge spikes.

By Bloomberg
That first interest rate hike might feel like a doozy
EQUITIES JAN 08, 2015
That first interest rate hike might feel like a doozy

<i>Breakfast with Benjamin:</i> The Fed's rate hike cycle will be different this time. Plus: Don't overlook the energy sector, new risks facing dividend stocks, and Ecuador as a retirement haven of sorts

By Jeff Benjamin
EQUITIES JAN 08, 2015
From big rallies to fallen (bond) kings, we saw it all in 2014

Liquid alts and robo-advice emerge as major stories

By Jeff Benjamin
Global markets fixate on China's currency play
EQUITIES JAN 06, 2015
Global markets fixate on China's currency play

In today's <i>Breakfast with Benjamin</i>, markets wonder if the Chinese yuan is the next shoe to drop. Plus: Notes on the default risk rising in China's dollar-denominated debt, President Obama's latest tax grab, and rolling 401(k) assets into a pension plan.

By Jeff Benjamin
iShares says not so fast on passive investing winning the day
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
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
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
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
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
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
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
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
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
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
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
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
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