Equities

Displaying 2831 results
Recency bias: A big risk to your clients this summer
INVESTING OPINION JUL 10, 2018
Recency bias: A big risk to your clients this summer

With market volatility picking up in 2018, explain to clients that markets aren't serially correlated and shouldn't inspire fear or actions that jeopardize long-term goals

By Damian Ornani
Best-performing sectors this earnings season most at risk from trade war
INVESTING EQUITIES JUL 09, 2018
Best-performing sectors this earnings season most at risk from trade war

Tech, energy and materials stocks have the highest profit forecasts — and the most overseas sales.

By Bloomberg
Barclays joins Morgan Stanley in questioning small-cap rally
INVESTING EQUITIES JUL 09, 2018
Barclays joins Morgan Stanley in questioning small-cap rally

Myth that smaller companies are better positioned to weather global trade war one reason cited for caution.

By Bloomberg
Earnings season is approaching, but all stocks care about is a trade war
INVESTING EQUITIES JUL 05, 2018
Earnings season is approaching, but all stocks care about is a trade war

The S&P 500 gained just 2.9% in Q2, even as profits grew seven times as fast

By Bloomberg
Trade war could harm Americans' retirement savings
INVESTING EQUITIES JUL 03, 2018
Trade war could harm Americans' retirement savings

Concerns of tariffs disrupting overseas earnings continues to brew.

By Stephen Gandel
Strategists see a blowout second half
INVESTING EQUITIES JUL 02, 2018
Strategists see a blowout second half

Investors have pulled $24 billion out of U.S. equity funds in the past week

By Bloomberg
Volatile trading in first half upends expectations
INVESTING EQUITIES JUN 29, 2018
Volatile trading in first half upends expectations

Emerging-market stocks are the biggest loser so far thjs year, followed by emerging-market and euro-denominated debt.

By Bloomberg
Small caps are losing their immunity to trade jitters
INVESTING EQUITIES JUN 27, 2018
Small caps are losing their immunity to trade jitters

Russell 2000 index of small-cap stocks has underperformed global equities three days in a row

By Bloomberg
Momentum stocks set for more pain as quarter ends
INVESTING EQUITIES JUN 26, 2018
Momentum stocks set for more pain as quarter ends

Given recent declines, quantitative risk models are likely to send a sell signal, leading to additional losses, analyst says.

By Bloomberg
Advisers still think ESG strategies underperform
INVESTING EQUITIES JUN 25, 2018
Advisers still think ESG strategies underperform

Concerns about such investments' performance persist despite mounting evidence to the contrary

By John Waggoner
Stocks sell off on escalating trade jitters
INVESTING EQUITIES JUN 25, 2018
Stocks sell off on escalating trade jitters

Market trims losses after National Trade Council director Peter Navarro calms concerns about a trade war.

By Bloomberg
Walgreens to replace GE on the Dow
INVESTING EQUITIES JUN 21, 2018
Walgreens to replace GE on the Dow

General Electric was the last original Dow member, a spot it held for more than 100 years.

By Bloomberg
INVESTING EQUITIES JUN 07, 2018
Watch out for stock ETFs with the largest inflows

For advisers, checking monthly flows for stock funds might be a useful exercise.

By John Waggoner
INVESTING EQUITIES JUN 05, 2018
Small-cap ETFs see surge in inflows

Trade reform, trade tiffs and strong dollar are all benefiting domestically oriented small-caps

By Bloomberg
INVESTING EQUITIES JUN 05, 2018
Neil Hennessy: Active managers can grow their assets with acquisitions

Make an acquisition the same way that you'd buy a stock.

By John Waggoner
INVESTING EQUITIES JUN 05, 2018
Keeping Eyes Peeled for a Bearish Turn 

A prudent approach to tactical equity allocation can facilitate participation and help mitigate loss.

By Bloomberg
INVESTING EQUITIES MAY 31, 2018
Some small-caps win in the long term — but which ones?

Value pays off when it comes to investing in small-cap funds.

By John Waggoner
INVESTING EQUITIES MAY 30, 2018
Some small-caps win in the long term — but which ones?

Value pays off when it comes to investing in small-caps.

By John Waggoner
INVESTING EQUITIES MAY 25, 2018
Safest assets provide no protection amid the brewing rate storm

As interest rates head higher, sectors such as investment-grade debt and consumer staples companies are taking it on the chin.

By Bloomberg
INVESTING EQUITIES MAY 21, 2018
Stock buybacks hit record, but is that a good thing?

Companies aren't noted for their savvy when it comes to buying back shares.

By John Waggoner