Equities

Displaying 3226 results
Advisers pouring more money into smart beta funds
EQUITIES OCT 05, 2015
Advisers pouring more money into smart beta funds

Reports find understanding remains scanty and strategies used don't always match goals.

By Jeff Benjamin
EQUITIES OCT 05, 2015
What markets to watch when the Fed hands down its rate decision

<i>Breakfast with Benjamin:</i> 'The decision' for Fed on interest rates could rock these 6 markets.

By Jeff Benjamin
Smart beta and market cap indexing: Better together
EQUITIES OCT 02, 2015
Smart beta and market cap indexing: Better together

It's not an either/or proposition; when combined, the two strategies can achieve broad diversification.

By Anthony B. Davidow
A weak outlook for earnings doesn't bode well for stocks
EQUITIES OCT 01, 2015
A weak outlook for earnings doesn't bode well for stocks

<i>Breakfast with Benjamin</i>: Corporate earnings are expected to decline 4.1%, and the stock market hunkers down for a rough earnings season.

By Jeff Benjamin
Active fund managers took it on the chin in the third quarter
EQUITIES OCT 01, 2015
Active fund managers took it on the chin in the third quarter

<i>Breakfast with Benjamin</i>: The third quarter was not kind to active fund managers, with two-thirds unable to beat their benchmarks.

By Jeff Benjamin
EQUITIES SEP 29, 2015
BlackRock proposes shutting stock market down when volatility spikes

Money manager says total trading halt when a certain number of shares stop trading would give traders time to regroup.

By Bloomberg
EQUITIES SEP 29, 2015
Hedge fund marketers have independent advisers in their sights

<i>Breakfast with Benjamin</i>: Now that hedge funds have the green light to market their wares, they're zeroing in on independent advisers.

By Jeff Benjamin
Edward Jones' proprietary funds are outselling nearly all active managers
EQUITIES SEP 29, 2015
Edward Jones' proprietary funds are outselling nearly all active managers

Firm has raised $8.1 billion for its seven Bridge Builder funds this year as it moves money from its fee-based platform.

By Trevor Hunnicutt
EQUITIES SEP 28, 2015
Jackson National to offer DoubleLine smart beta fund in VAs

Smart-beta strategies got their latest seal of approval in the form of a $100 million mandate from variable annuity giant Jackson National, which has added the DoubleLine Shiller Enhanced CAPE Fund to its menu of VA investment options.

By Jeff Benjamin
Biotech beat down weighs on the markets
EQUITIES SEP 28, 2015
Biotech beat down weighs on the markets

<i>Breakfast with Benjamin</i>: The biotech stock bloodbath is starting to look like more than just political bluster.

By Jeff Benjamin
Financial advisers get more tools for navigating the liquid alts space
EQUITIES SEP 25, 2015
Financial advisers get more tools for navigating the liquid alts space

Stock market volatility drives up the appetite for alternative strategies.

By Jeff Benjamin
The Fed tosses out another teaser that rates could still be hiked this year
EQUITIES SEP 24, 2015
The Fed tosses out another teaser that rates could still be hiked this year

<i>Breakfast with Benjamin</i>: If you can believe it, Janet Yellen is still teasing the markets with the idea of rate hike this year.

By Jeff Benjamin
Cash rises above stocks and bonds
EQUITIES SEP 23, 2015
Cash rises above stocks and bonds

<i>Breakfast with Benjamin</i>: A flat return for cash is turning out to be the best bet out there, which should send a message to the Fed and the markets.

By Jeff Benjamin
It's not too early to start preparing for mutual fund capital gains taxes
EQUITIES SEP 23, 2015
It's not too early to start preparing for mutual fund capital gains taxes

<i>Breakfast with Benjamin</i>: If you thought 2014 was a rough year for mutual fund capital gains taxes, you might want to start adjusting those portfolios to avoid a repeat.

By Jeff Benjamin
New ETFs make slicing up the S&P by sector easier
EQUITIES SEP 23, 2015
New ETFs make slicing up the S&P by sector easier

The trick is knowing when and where to move in or out.

By Jeff Benjamin
3 allocation strategies that can help clients navigate through volatility
EQUITIES SEP 22, 2015
3 allocation strategies that can help clients navigate through volatility

Strategies designed to ride market waves provide the best upside in a market that points down.

By David Miller
Papal visits have become precursors to stock market pullbacks
EQUITIES SEP 22, 2015
Papal visits have become precursors to stock market pullbacks

<i>Breakfast with Benjamin</i>: Turns out, rare trips to the U.S. by a Pope have not always been good for stocks.

By Jeff Benjamin
The Federal Reserve's focus on global economic strength radically alters the rate-hike odds
EQUITIES SEP 22, 2015
The Federal Reserve's focus on global economic strength radically alters the rate-hike odds

Change in focus away from jobs and inflation could mean increase is off the table until global economies recover.

By Jeff Benjamin
Were volatility strategies to blame for the August drop in stocks?
EQUITIES SEP 22, 2015
Were volatility strategies to blame for the August drop in stocks?

Risk parity comes under scrutiny for its potential impact as prices slumped. The upshot: Maybe not

By Bloomberg
EQUITIES SEP 18, 2015
More distressing news for the 'Diva of Distressed' Lynn Tilton

<i>Breakfast with Benjamin</i>: Lynn Tilton is now being charged with 'grossly' mismanaging $100 million in investor assets, which she denies.

By Jeff Benjamin