Equities

Displaying 3359 results
Fear grips retail investors while institutions dial back return hopes
EQUITIES MAR 12, 2026
Fear grips retail investors while institutions dial back return hopes

Sentiment snapshot shows rising pessimism, geopolitical risk concerns and tempered equity expectations.

By Steve Randall
Advisors may be watching the war, but market's tariff troubles remain
EQUITIES MAR 12, 2026
Advisors may be watching the war, but market's tariff troubles remain

The Supreme Court slapped down Trump's tariffs, but advisors and investors are not done contending with the battle between the two governmental branches.

By Gregg Greenberg
Latest CPI data holds steady. This is what it means for advisors
EQUITIES MAR 11, 2026
Latest CPI data holds steady. This is what it means for advisors

The latest CPI data, a key inflation metric, came in in line with expectations Wednesday, but rising energy costs from the Iran conflict are casting a long shadow.

By James Rogers
More advisors talk about the market risks of a protracted conflict
EQUITIES MAR 11, 2026
More advisors talk about the market risks of a protracted conflict

Wealth managers say the longer the Iran war goes on, the greater the risk to the market. Here's what they are watching.

By Gregg Greenberg
Bill Ackman revives plan for dual NYSE listing tied to Pershing Square USA
EQUITIES MAR 10, 2026
Bill Ackman revives plan for dual NYSE listing tied to Pershing Square USA

A $2.8 billion anchor book is already in place as the outspoken hedge-fund investor looks to broaden distribution beyond institutions.

By Leo Almazora
Oil Surges Past $100 to 4-year-high, crushing hopes for a stock market ‘melt-up’
EQUITIES MAR 09, 2026
Oil Surges Past $100 to 4-year-high, crushing hopes for a stock market ‘melt-up’

Supply fears spike as G7 weighs emergency oil reserves to stabilize global energy markets.

By Steve Randall
A slew of negative news has anxious clients calling their advisors. Here is how they are responding
EQUITIES MAR 09, 2026
A slew of negative news has anxious clients calling their advisors. Here is how they are responding

Sinking stocks, rising oil prices and a poor jobs number has given investors a jolt. Here is how wealth managers are calming client nerves.

By Gregg Greenberg
'Ugly’ jobs data comes in worse than expected. This is what it means for advisors
EQUITIES MAR 06, 2026
'Ugly’ jobs data comes in worse than expected. This is what it means for advisors

"Today’s data signals the economy is entering a slower phase," said Gina Bolvin, president of Bolvin Wealth Management Group.

By James Rogers
SEC hits NYSE with $9M penalty over 2023 opening auction failure
EQUITIES MAR 06, 2026
SEC hits NYSE with $9M penalty over 2023 opening auction failure

Stemming from staff error, the January 2023 glitch exposed gaps in NYSE’s disaster‑recovery setup, which affected thousands of listings and led to trading halts across dozens of stocks.

By Leo Almazora
Don't give up on foreign stocks due to geopolitical tensions
EQUITIES MAR 06, 2026
Don't give up on foreign stocks due to geopolitical tensions

Foreign stocks are selling off faster than domestic ones due to the war, but advisors are telling clients not to unload their international shares.

By Gregg Greenberg
Markets brace for jobs data as oil shock and war jitters rattle global equities
EQUITIES MAR 06, 2026
Markets brace for jobs data as oil shock and war jitters rattle global equities

Stocks wobble, oil surges and investors await US payrolls as geopolitical risk clouds outlook.

By Steve Randall
Active managers stumble again in 2025 as large caps dominate
EQUITIES MAR 04, 2026
Active managers stumble again in 2025 as large caps dominate

Big Tech’s rebound, Fed rate-cut hopes and a late-year broadening of the rally weren’t enough to lift the average active manager above index returns.

By Leo Almazora
Oil spikes and Iran conflict rattles stocks as markets reassess risk
EQUITIES MAR 03, 2026
Oil spikes and Iran conflict rattles stocks as markets reassess risk

Surging oil prices, rising bond yields, and headlines of escalating tensions in the Middle East are pressuring stocks and testing the “buy-the-dip” playbook.

By Leo Almazora
Jamie Dimon: Iran tensions unlikely to spur lasting inflation, warns of credit and cyber risks
EQUITIES MAR 03, 2026
Jamie Dimon: Iran tensions unlikely to spur lasting inflation, warns of credit and cyber risks

JPMorgan CEO says conflict impact will be limited if it is short-lived. IMF says it’s too early to assess the impact on global economy.

By Steve Randall
It’s not just wealthy Americans who are investing, new research shows
EQUITIES MAR 02, 2026
It’s not just wealthy Americans who are investing, new research shows

Low- and moderate-income households drive post-2020 surge in retail investing.

By Steve Randall
The Iran war has roiled markets and sent oil prices surging. But these are the reasons why advisors shouldn't be spooked
EQUITIES MAR 02, 2026
The Iran war has roiled markets and sent oil prices surging. But these are the reasons why advisors shouldn't be spooked

"The most likely outcomes are manageable," said Adrian Helfert, chief investment officer of multi-asset strategies at Westwood, as the markets and oil prices react to the escalating Iran war.

By James Rogers
Janus Henderson’s Adam Hetts considers what’s ahead for markets as Iran conflict escalates
EQUITIES MAR 02, 2026
Janus Henderson’s Adam Hetts considers what’s ahead for markets as Iran conflict escalates

Global head of multi-asset gives first reaction to the latest Middle East tensions.

By Steve Randall
Markets shift into defense mode as Iran conflict jolts oil, equities and trading oversight debate
EQUITIES MAR 01, 2026
Markets shift into defense mode as Iran conflict jolts oil, equities and trading oversight debate

Safe-haven demand rises as oil disruption fears grow and prediction markets face scrutiny.

By Steve Randall
Latest inflation data comes in hotter than expected. Here is what it means for advisors
EQUITIES FEB 27, 2026
Latest inflation data comes in hotter than expected. Here is what it means for advisors

The latest PPI data could give the Fed “another reason to be more patient with rate cuts,” said Chris Zaccarelli of Northlight Asset Management.

By James Rogers
Block shares surge after mass AI-fuelled layoffs
EQUITIES FEB 27, 2026
Block shares surge after mass AI-fuelled layoffs

Markets welcome mo e to slash 40% of jobs as Jack Dorsey sets out his AI strategy.

By James Burton