Equities

Displaying 3325 results
EQUITIES MAY 08, 2016
Shedding early light on President Barack Obama's economic legacy

The long-term effects of the decisions made will shed light on the effectiveness of this period of economic history

By MFXFeeder
The active management edge is found furthest from the benchmark
EQUITIES MAY 04, 2016
The active management edge is found furthest from the benchmark

Closet indexers virtually guarantee lagging performance

By Jeff Benjamin
Sequoia Fund reopens to investors
EQUITIES MAY 03, 2016
Sequoia Fund reopens to investors

Beleaguered fund fights to find footing after ill-fated Valeant Pharma bet.

By Jeff Benjamin
First rule of Fight Club: Don't talk about Zero Hedge
EQUITIES MAY 02, 2016
First rule of Fight Club: Don't talk about Zero Hedge

Edgy finance blog goes from anonymity to over sharing in blink of an eye; and the adviser community weighs in on the public food fight.

By Jeff Benjamin
EQUITIES APR 29, 2016
Voting with their feet, investors show fund companies how they feel about high fees

<i>Breakfast with Benjamin</i> The message is being put out loud and clear: investors want lower-cost investment products.

By Jeff Benjamin
Increased SEC scrutiny may be making ETF providers uncomfortable
EQUITIES APR 29, 2016
Increased SEC scrutiny may be making ETF providers uncomfortable

Increased SEC scrutiny may be making ETF providers uncomfortable, and the industry may soon have to adapt to new regulations. </br><b><i>(More: <a href=&quot;http://www.investmentnews.com/section/specialreport/20160417/ETF042016&quot; target=&quot;_blank&quot;>The full Spotlight on ETFs special report</a>)</b></i>

By John Waggoner
EQUITIES APR 28, 2016
Two types of investors are driving the stock market rally

<i>Breakfast with Benjamin</i> Two types of investors are driving stocks' rally: Those who fear missing out on the rally, and those who see no alternatives to stocks.

By Jeff Benjamin
Efforts by Fidelity, Vanguard and Pimco to calm energy investors pay off
EQUITIES APR 22, 2016
Efforts by Fidelity, Vanguard and Pimco to calm energy investors pay off

Three firms are telling clients that despite oil's rout, it remains a good long-term play.

By John Waggoner
EQUITIES APR 22, 2016
West Oak Capital takes another big bite of Charles Schwab's stock

<i>Breakfast with Benjamin</i> West Oak Capital added another $1.3M of Charles Schwab stock, upping its total stake to more than 46,000 shares.

By Jeff Benjamin
Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies
EQUITIES APR 22, 2016
Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies

Broker-sold fund companies lag since new regulation released.

By John Waggoner
EQUITIES APR 21, 2016
George Soros can't stop hating on the Chinese economy

Plus: Amplify ETF zeroes in on online retail, calling out Gundlach's forecasts, and get ready to start tipping your Uber driver

By Jeff Benjamin
EQUITIES APR 21, 2016
Horizon Investments' Greg Valliere bemoans election tone, economic growth

If Republican frontrunner Donald Trump wins, Mr. Valliere says he'll be rooting for &#8220;a really windy inauguration day.&#8221;

By Jeff Benjamin
Investors flee actively managed funds for ETFs
EQUITIES APR 20, 2016
Investors flee actively managed funds for ETFs

Many advisers are putting investors into low-cost ETFs and simply dumping most of their clients' actively managed funds.

By John Waggoner
BlackRock, GMO forecast single-digit returns for U.S. stocks
EQUITIES APR 19, 2016
BlackRock, GMO forecast single-digit returns for U.S. stocks

High valuations, low interest rates spell lower annual returns of 5% or less; timber seen as best bet

By John Waggoner
Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating
EQUITIES APR 19, 2016
Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating

The inflow was the most since January 2013, thanks to the market's extreme volatility during 2016's start.

By John Waggoner
New offering will test frozen IPO market
EQUITIES APR 18, 2016
New offering will test frozen IPO market

Bats Global deal seen as 'ice-breaker.'

By Jeff Benjamin
Sequoia fund gives departing shareholders stock instead of cash
EQUITIES APR 18, 2016
Sequoia fund gives departing shareholders stock instead of cash

In-kind redemptions rare but legal.

By John Waggoner
How to ease clients' minds about ETF liquidity concerns
EQUITIES APR 17, 2016
How to ease clients' minds about ETF liquidity concerns

Trade-offs between ETFs that fit your clients' needs, and ones that can compromise their needs could be the difference between success or failure.

By Brandon Clark
EQUITIES APR 14, 2016
Loomis Sayles goes global as investors continue to shun domestic equity funds

New fund will leverage expertise, diversify product lineup.

By Jeff Benjamin
Precious-metals funds emerge as a powerful leveraged gold play
EQUITIES APR 14, 2016
Precious-metals funds emerge as a powerful leveraged gold play

The risk-on strategy when the market goes risk-off.

By Jeff Benjamin