Equities

Displaying 3045 results
Carlyle Group misses the mark with liquid alts
EQUITIES APR 20, 2015
Carlyle Group misses the mark with liquid alts

<i>Breakfast with Benjamin</i>: The Carlyle Group is shutting down two liquid alternative mutual funds it launched last year.

By Jeff Benjamin
Northern Trust: Managers remain optimistic on U.S. economy
EQUITIES APR 20, 2015
Northern Trust: Managers remain optimistic on U.S. economy

Outlook on eurozone is somewhat upbeat, survey shows.

By Rob Kozlowski
EQUITIES APR 20, 2015
Why 'smart beta' strategies deserve all the attention and assets they're attracting

Strategies represent a cost-effective way to harnes quantitative insights and quickl, easily implement them in portfolios

By Dave Donnelly
Hedge fund bulls go big on oil
EQUITIES APR 20, 2015
Hedge fund bulls go big on oil

<i>Breakfast with Benjamin</i>: Hedge fund bulls go big on oil. What do they know, or think they know?

By Jeff Benjamin
DoubleLine's Shiller CAPE fund beating rivals while adding smart alpha to smart beta
EQUITIES APR 20, 2015
DoubleLine's Shiller CAPE fund beating rivals while adding smart alpha to smart beta

Fixed-income foundation pushed fund to the top of the large-value category.

By Jeff Benjamin
Morgan Stanley CEO James Gorman rakes in the big bucks
EQUITIES APR 20, 2015
Morgan Stanley CEO James Gorman rakes in the big bucks

<i>Breakfast with Benjamin</i>: A 25% pay raise to $22.5 million means it's good to be Morgan Stanley CEO James Gorman.

By Jeff Benjamin
If you tread at all into the energy sector, tread lightly
EQUITIES APR 19, 2015
If you tread at all into the energy sector, tread lightly

It has become the ultimate stock-pickers market

By Jeff Benjamin
CEOs are passing the buck to the strength of the buck
EQUITIES APR 17, 2015
CEOs are passing the buck to the strength of the buck

<i>Breakfast with Benjamin</i>: No longer blaming earnings shortfalls on the weather, CEOs are now passing the buck to the strong dollar.

By Jeff Benjamin
BlackRock shrinks money market lineup, affecting $200B in assets
EQUITIES APR 17, 2015
BlackRock shrinks money market lineup, affecting $200B in assets

<i>Breakfast with Benjamin</i>: The firm is closing or consolidating 20 money market funds with $200 billion in assets.

By Jeff Benjamin
Bracing for the Greek exit
EQUITIES APR 15, 2015
Bracing for the Greek exit

<i>Breakfast with Benjamin</i>: Now might be a good time to start bracing for a Greek default, as the probability has never been as high.

By Jeff Benjamin
Point-Counterpoint: In the battle between active and passive management, which style wins?
EQUITIES APR 15, 2015
Point-Counterpoint: In the battle between active and passive management, which style wins?

The answer to which strategy is best will depend on the scenario in question.

By Darla Mercado
TIAA-CREF money manager calls mid-value strategy a “poor man's hedge fund”
EQUITIES APR 11, 2015
TIAA-CREF money manager calls mid-value strategy a “poor man's hedge fund”

Tom Kolefas shrugs off charges he's hugging the benchmark.

By Jeff Benjamin
Hillary Clinton goes after Wall Street
EQUITIES APR 10, 2015
Hillary Clinton goes after Wall Street

<i>Breakfast with Benjamin</i>: Hillary Clinton goes after the financial industry, taking issue with CEO compensation.

By Jeff Benjamin
Latest sign of oil market glut pushes prices even lower
EQUITIES APR 10, 2015
Latest sign of oil market glut pushes prices even lower

<i>Breakfast with Benjamin</i>: Prices fall by 5% after the discovery of the biggest weekly buildup of U.S. inventories since 2001.

By Jeff Benjamin
Rethinking how you build clients' equity portfolios
EQUITIES APR 09, 2015
Rethinking how you build clients' equity portfolios

How cyclical and sector stock investing intersect represent an untapped opportunity for clients to diversify and see risk-adjusted returns.

By Archan Basu and Dirk Hofschire
Dividend stocks might be a better than annuities for income investors
EQUITIES APR 09, 2015
Dividend stocks might be a better than annuities for income investors

<i>Breakfast with Benjamin</i>: Could dividend stocks actually be a better deal than an annuity for income investors?

By Jeff Benjamin
Three sectors that should report above-average earnings
EQUITIES APR 09, 2015
Three sectors that should report above-average earnings

Financial, health care and consumer discretionary sectors should shine.

By Jeff Benjamin
Charles Schwab makes its case for using cash in its automated portfolios
EQUITIES APR 09, 2015
Charles Schwab makes its case for using cash in its automated portfolios

Schwab sees cash serving an important purpose in allocations, providing a source of stability, downside protection and diversification while improving relative total return

By David Koenig
Investing for retirement just got a lot more complicated
EQUITIES APR 09, 2015
Investing for retirement just got a lot more complicated

Ultralow interest rates and longer lifespans means tried-and-true rule for savers goes out the window.

By Bloomberg
How to turbocharge target-date funds
EQUITIES APR 08, 2015
How to turbocharge target-date funds

<i>Breakfast with Benjamin</i> Focusing on small-cap stocks could be a recipe for boosting a target-date fund.

By Jeff Benjamin