Equities

Displaying 3325 results
EQUITIES DEC 05, 2015
What the jobs report means for the Fed's plan to raise rates gradually

Will another strong jobs report make the Federal Reserve act too slowly to lift interest rates?

By Bloomberg
Manager of a fake hedge fund faces real prison time
EQUITIES DEC 04, 2015
Manager of a fake hedge fund faces real prison time

<i>Breakfast with Benjamin</i>: Security guard/waiter/travel agent posing as a hedge fund manager has been convicted of stealing more than $800,000 from 17 investors.

By Jeff Benjamin
EQUITIES DEC 04, 2015
Bonds fall $270B at the start of December

December has been a bruising month for bond traders, with a $270 billion drop &amp;mdash; and we've only just begun.

By Bloomberg
Pimco and Eaton Vance funds hit unsuspecting investors with big capital gains
EQUITIES DEC 04, 2015
Pimco and Eaton Vance funds hit unsuspecting investors with big capital gains

Fund names can be deceiving and when outflows hit, distributions are unavoidable.

By Jeff Benjamin
OPINION DEC 04, 2015
3 steps to get going on harvesting those tax losses

This year's spike in equity market volatility creates fertile ground for the strategy. Plus, check out our <a href="//www.investmentnews.com/section/specialreport/20151129/TAXESTATE2015&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">special report on tax and estate planning</a>.

By Charles Reinhard
EQUITIES DEC 03, 2015
Advisers take heed: Investment crowdfunding coming soon to a client near you

Legion M offers hope for a Hollywood-level debut.

By Jeff Benjamin
EQUITIES DEC 03, 2015
U.S. IPO market on track for slowest month since recession

There have been no initial public offerings so far in 2016.

By Bloomberg
Green energy investing takes center stage
EQUITIES DEC 03, 2015
Green energy investing takes center stage

A commitment that can make investment performance a lesser priority.

By Jeff Benjamin
EQUITIES DEC 03, 2015
Where to begin when planning for clients' 2015 taxes

Start with investments, but don't forget the overall impact on portfolios and financial plans. </br><b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20151129/TAXESTATE2015&quot; target=&quot;_blank&quot;>The Spotlight on Tax and Estate Planning special report</a>)</b></i>

By Jeff Benjamin
As robo-advice spreads, so should the caution warnings
EQUITIES DEC 03, 2015
As robo-advice spreads, so should the caution warnings

<i>Breakfast with Benjamin</i>: As robo-advisers flood the zone, investors (and human financial advisers) should continue to proceed with caution.

By Jeff Benjamin
Stocks barely move as investors keep focus on economy and Fed
EQUITIES DEC 02, 2015
Stocks barely move as investors keep focus on economy and Fed

The year's strongest week for equities was followed by one of its quietest, with energy stocks underpinning microscopic gains in a holiday-shortened week as investors kept their focus on the Federal Reserve.

By Bloomberg
Mutual fund outflows add to the pain of capital gains distributions
EQUITIES DEC 02, 2015
Mutual fund outflows add to the pain of capital gains distributions

Mutual fund outflows can spell capital gains disaster and this year, some funds with low turnover are reporting sizable capital gains distributions as managers sell securities to meet investor withdrawals.

By Jeff Benjamin
Don't let currencies bite you when investing in international equities
EQUITIES DEC 02, 2015
Don't let currencies bite you when investing in international equities

The asset class offers portfolio diversification and a lot of upside protection but advisers can't forget about the impact of foreign exchange on returns.

By Adam Patti
Hedge funds are waking up to redemptions
EQUITIES DEC 01, 2015
Hedge funds are waking up to redemptions

<i>Breakfast with Benjamin</i>: The trend of redemptions could mark a turning point for pricey hedge fund strategies that sometimes underperform.

By Jeff Benjamin
A more reachable retirement savings target: 60% of pre-retirement income
EQUITIES DEC 01, 2015
A more reachable retirement savings target: 60% of pre-retirement income

<i>Breakfast with Benjamin</i>: Instead of needing 80% of your pre-retirement income, you can probably make it with 60%.

By Jeff Benjamin
This new ETF tracks the green version of the S&P 500
EQUITIES DEC 01, 2015
This new ETF tracks the green version of the S&P 500

The SPDR S&amp;P 500 Fossil Fuel Free ETF is a greener version of the world's first and largest ETF.

By Bloomberg
$25B institutional money manager takes a leap into retail
EQUITIES DEC 01, 2015
$25B institutional money manager takes a leap into retail

Three mutual funds just the start for Pzena Investment Management.

By Jeff Benjamin
EQUITIES NOV 30, 2015
The economic impact of global warming is heating up

<i>Breakfast with Benjamin</i>: According to the COP21 conference in Paris this week, global warming is on a pace to eventually hurt the economy.

By Jeff Benjamin
EQUITIES NOV 29, 2015
Morningstar announces its Managers of the Year

Standouts from Vanguard, Pimco and American Funds top the list. Did your favorite make the cut?

By John Waggoner
Sallie Krawcheck dishes on being downsized
EQUITIES NOV 24, 2015
Sallie Krawcheck dishes on being downsized

<i>Breakfast with Benjamin</i>: Citing the rapidly-changing economy, the former Citigroup and Bank of America exec says job insecurity in finance will likely increase.

By Jeff Benjamin