Equities

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Kyle Weaver of Fidelity pursues deep value in secular themes
EQUITIES MAY 13, 2019
Kyle Weaver of Fidelity pursues deep value in secular themes

High-performing growth fund includes pre-IPO Juul among its top holdings.

By Jeff Benjamin
Wealthy US investors sitting on cash despite optimism in economy
EQUITIES MAY 07, 2019
Wealthy US investors sitting on cash despite optimism in economy

UBS survey: Biggest worries were political environment, followed by national debt and health-care costs.

By Bloomberg
Advisers put fundamentals ahead of sell-in-May warning
RIA NEWS MAY 01, 2019
Advisers put fundamentals ahead of sell-in-May warning

Shunning the historical precedent of moving to the sidelines in May, advisers remain bullish on stocks.

By Jeff Benjamin
Morgan Stanley bear unbowed after bad call
EQUITIES APR 29, 2019
Morgan Stanley bear unbowed after bad call

Mike Wilson admits underestimating Fed-induced rally, but sticks with long-term pessimistic outlook.

By Bloomberg
$1 trillion technology rally keeps on rolling
EQUITIES APR 29, 2019
$1 trillion technology rally keeps on rolling

Tech valuations are at levels never seen before this bull market, but the sector is seeing more interest than any other.

By Bloomberg
Focus on taxes, compensation turns into tech-industry niche
RIA NEWS APR 26, 2019
Focus on taxes, compensation turns into tech-industry niche

Seattle-based adviser builds direct line to Amazon, Microsoft employees.

By Jeff Benjamin
Startup offers financing for employee stock purchase plans
EQUITIES APR 25, 2019
Startup offers financing for employee stock purchase plans

Such plans, which enroll only about a third of eligible workers, offer the 'purest form' of arbitrage, according to startup's founder

By Bloomberg
American Funds veteran sees bright future for defensive active management
EQUITIES APR 24, 2019
American Funds veteran sees bright future for defensive active management

Joyce Gordon reflects on how she became a conservative portfolio manager.

By Jeff Benjamin
Smart money is pouring into fixed income
RIA NEWS APR 19, 2019
Smart money is pouring into fixed income

Tighter yield spreads, market risk and the threat of higher taxes are seen driving financial advisers toward bonds.

By Jeff Benjamin
FAANGs' $800 billion rally has retail investors calling it quits
EQUITIES APR 08, 2019
FAANGs' $800 billion rally has retail investors calling it quits

As Mom and Pop abandon the big tech companies, many are buying cannabis companies.

By Bloomberg
Looking beyond the S&P 500: Time to refresh portfolios, benchmarks
EQUITIES APR 03, 2019
Looking beyond the S&P 500: Time to refresh portfolios, benchmarks

Investors should broaden their focus beyond large caps, and advisers should ensure that their clients benchmark their portfolios correctly.

By James Macey
How mid-cap growth funds owned the first quarter
RIA NEWS APR 02, 2019
How mid-cap growth funds owned the first quarter

Investors who stayed put during the fourth-quarter market meltdown were rewarded by mid-cap managers.

By Jeff Benjamin
Is volatility coming?
EQUITIES APR 02, 2019
Is volatility coming?

The market rally is likely to be upended given the many potential macroeconomic and geopolitical flash points.

By Bloomberg
Demand for growth stocks produces record inflows for ETF
EQUITIES APR 01, 2019
Demand for growth stocks produces record inflows for ETF

The SPDR Portfolio 500 Growth ETF took in nearly $630 million in March, the largest monthly inflow for the almost 19-year-old fund.

By Bloomberg
EQUITIES MAR 22, 2019
Big data: seeing investments in an entirely new way

Read more to find out how ESG data may help enhance long-term value and manage downside risk

By Gillian Albert
Gundlach warns stocks don't always go up in the long run
EQUITIES MAR 13, 2019
Gundlach warns stocks don't always go up in the long run

He cites Japan's Topix index, which is down about 30% over the last three decades.

By Bloomberg
Outlook for growth stocks debated
EQUITIES MAR 12, 2019
Outlook for growth stocks debated

Goldman and Morgan Stanley spar over whether investors should focus on above-average performers given the anemic economy.

By Bloomberg
Morgan Stanley says market is overpricing Goldilocks scenario
EQUITIES MAR 12, 2019
Morgan Stanley says market is overpricing Goldilocks scenario

Strategists warn against being too dismissive of changes for stronger- or weaker-than-expected growth.

By Bloomberg
Risk-averse investors push advisers to their creative limits
RIA NEWS MAR 06, 2019
Risk-averse investors push advisers to their creative limits

Financial advisers get creative to keep their conservative clients from losing ground to inflation.

By Jeff Benjamin
Scrutiny of stock buybacks intensifies as Democrat threatens bill
EQUITIES MAR 06, 2019
Scrutiny of stock buybacks intensifies as Democrat threatens bill

Maryland senator wants the SEC to make it harder for corporate executives to sell shares right after buyback announcements.

By Bloomberg