Equities

Displaying 3323 results
Trump’s 10% credit card cap idea jolts banks as earnings loom
EQUITIES JAN 12, 2026
Trump’s 10% credit card cap idea jolts banks as earnings loom

Behind the market selloff, insiders warn the plan could push households towards costlier forms of debt, among other unintended consequences.

By Leo Almazora
Fed must remain independent to be effective, warns CIO
EQUITIES JAN 12, 2026
Fed must remain independent to be effective, warns CIO

After Fed Chair Jerome Powell goes on the offensive, wealth managers weigh up potential consequences of Department of Justice investigation.

By Gregg Greenberg
No tariff decision? No problem for advisors
EQUITIES JAN 12, 2026
No tariff decision? No problem for advisors

The Supreme Court failed to issue a decision on President Trump's tariffs today, but wealth managers are viewing any ruling as "short-term noise" anyway.

By Gregg Greenberg
What is Trump’s ‘Donroe Doctrine’ and why does it matter to investors?
EQUITIES JAN 11, 2026
What is Trump’s ‘Donroe Doctrine’ and why does it matter to investors?

From Venezuelan oil to hedge-fund speculation, Washington’s new hemispheric strategy is forcing markets to price geopolitics again.

By Steve Randall
Advisors confront Magnificent 7 concentration risk in portfolios
EQUITIES JAN 09, 2026
Advisors confront Magnificent 7 concentration risk in portfolios

Wealth managers are adjusting portfolios early in 2026 to contain concentration risk stemming from the Magnificent 7.

By Gregg Greenberg
Wealth managers unfazed by President Trump's Venezuela intervention
EQUITIES JAN 09, 2026
Wealth managers unfazed by President Trump's Venezuela intervention

U.S. military action in Venezuela may have been shocking, but has it caused financial advisors to make any outsized portfolio changes?

By Gregg Greenberg
General Motors’ EV reset puts $7.1B question mark over future earnings quality
EQUITIES JAN 08, 2026
General Motors’ EV reset puts $7.1B question mark over future earnings quality

Investors are likely to accelerate scrutiny of the firm’s growth narrative after late Thursday warning.

By Steve Randall
Global trade’s shape-shift tees up opportunity and risk for capital markets
EQUITIES JAN 08, 2026
Global trade’s shape-shift tees up opportunity and risk for capital markets

Trade growth persists amid geopolitical splintering; report suggests advisors must recalibrate risk and allocations.

By Steve Randall
Middle-market M&A set to expand in 2026 as deal confidence hits multi-year high
EQUITIES JAN 06, 2026
Middle-market M&A set to expand in 2026 as deal confidence hits multi-year high

Survey shows stronger optimism among PE firms and companies fueling broader 2026 deal pipeline.

By Steve Randall
Wealth managers expect healthcare sector momentum to continue into new year
EQUITIES JAN 06, 2026
Wealth managers expect healthcare sector momentum to continue into new year

Healthcare stocks picked up steam starting in mid-2025 after a slow start. Financial advisors believe low rates and M&A will keep the sector moving higher in 2026.

By Gregg Greenberg
Advisors say financial stocks ready for another run in 2026
EQUITIES JAN 06, 2026
Advisors say financial stocks ready for another run in 2026

Bank stocks provided outsized returns in 2025 and wealth managers believe M&A and Fed rate cuts will drive the sector higher again in 2026.

By Gregg Greenberg
Change ahead for the markets including structure, regulation, investor behavior
EQUITIES JAN 06, 2026
Change ahead for the markets including structure, regulation, investor behavior

Report suggests that AI’s rise, regulatory shifts and tokenization will reshape trading, yield and institutional strategies.

By Steve Randall
Prediction market trader claims $400K win from Maduro arrest
EQUITIES JAN 05, 2026
Prediction market trader claims $400K win from Maduro arrest

Who else were market winners from the arrest of Venezuela’s president?

By Steve Randall
US energy stocks jump after capture of Maduro
EQUITIES JAN 05, 2026
US energy stocks jump after capture of Maduro

Advisors react to short-term sentiment after action in Venezuela sparks risk-on moves for big oil names.

By James Burton
Watch out for hidden AI bets and rising concentration risk, Morningstar warns
EQUITIES DEC 23, 2025
Watch out for hidden AI bets and rising concentration risk, Morningstar warns

Behind the chatbot hype, Morningstar highlights a surge in AI-related capex, questions around execution, and stealth portfolio exposures for equity investors.

By Leo Almazora
Bullish equity analyst consensus is a worry for some investors
EQUITIES DEC 22, 2025
Bullish equity analyst consensus is a worry for some investors

The most clustered forecasts in nearly a decade have some market watchers raising alarms about potential vulnerabilities and complacency in the markets.

By Bloomberg
Darrell Cronk: Why 2026 could reward disciplined investors willing to look past the noise
EQUITIES DEC 22, 2025
Darrell Cronk: Why 2026 could reward disciplined investors willing to look past the noise

Wells Fargo Investment Institute president explains the forces he believes will drive growth, volatility, and returns in the year ahead

By Steve Randall
Advisors expect private markets 'advice gap' further filled in 2026
EQUITIES DEC 18, 2025
Advisors expect private markets 'advice gap' further filled in 2026

A new study shows there is a lot more room for private market assets in client portfolios and wealth managers expect to make progress filling that space in 2026.

By Gregg Greenberg
Vanguard warns AI boom may boost the economy while weighing on US stocks
EQUITIES DEC 15, 2025
Vanguard warns AI boom may boost the economy while weighing on US stocks

Economic growth and investment accelerate, but lofty valuations temper expectations for US equities.

By Steve Randall
Advisors expect premium income ETFs to stay hot in 2026
EQUITIES DEC 11, 2025
Advisors expect premium income ETFs to stay hot in 2026

Premium income ETFs saw huge inflows in 2025 and wealth managers expect that to continue in the coming year as investors seek steady cash flows and low volatility.

By Gregg Greenberg