Equities

Displaying 3226 results
Advisers choosing hedge-style stock-pickers face 'beta' challenge
EQUITIES JUL 13, 2015
Advisers choosing hedge-style stock-pickers face 'beta' challenge

Closet indexing, market timing are among the risks in long-short equity: analysts.

By Trevor Hunnicutt
GMO's Grantham: Stocks near bubble, but there's nothing to pop it
EQUITIES JUL 13, 2015
GMO's Grantham: Stocks near bubble, but there's nothing to pop it

Money manager says the market still has room to run, but admits allocating assets in today's environment is not easy.

By Gregory Crawford
Financial advisers tell clients to shrug off the Greek vote
EQUITIES JUL 10, 2015
Financial advisers tell clients to shrug off the Greek vote

Any market pullback is seen as a buying opportunity.

By Jeff Benjamin
Fund unloads China stocks but finds value in shares listed in Hong Kong, New York
EQUITIES JUL 09, 2015
Fund unloads China stocks but finds value in shares listed in Hong Kong, New York

Sydney-based money manager says average dual-listed company trades at half its price off the mainland.

By Bloomberg
Dan Fuss' Loomis Sayles Bond Fund underperfoms, hit by dollar's rise
EQUITIES JUL 09, 2015
Dan Fuss' Loomis Sayles Bond Fund underperfoms, hit by dollar's rise

Investors stick with $22.6 billion fund as famed manager calls reason for negative returns temporary phenomenon.

By Trevor Hunnicutt
NYSE shutdown: Advisers calm jittery clients
EQUITIES JUL 08, 2015
NYSE shutdown: Advisers calm jittery clients

As NYSE floor traders cooled their heels during the 3 1/2 hour halt, advisers worked the phones to reassure clients that stocks could be traded on other exchanges such as Nasdaq.

By Liz Skinner
Greece offers prime example of how to get in front of clients to counteract scary headlines
EQUITIES JUL 07, 2015
Greece offers prime example of how to get in front of clients to counteract scary headlines

Advisers should communicate proactively with clients to ease their fears and solidify the bond.

By Liz Skinner
Banks are cutting broker-dealer units from their 'living wills'
EQUITIES JUL 07, 2015
Banks are cutting broker-dealer units from their 'living wills'

<i>Breakfast with Benjamin</i>: The nation's biggest banks, like JPMorgan Chase, are lumping their broker-dealer units in with other 'non-essential' operations.

By Jeff Benjamin
Which group is more risk averse, financial advisers or their clients?
EQUITIES JUL 07, 2015
Which group is more risk averse, financial advisers or their clients?

<i>Breakfast with Benjamin</i>: Which group is more nervous about the state of the markets? Advisers often misread their own tolerance for risk.

By Jeff Benjamin
Schwab, Fidelity, other brokers releasing more information on stock trades but critics say it doesn't help much
EQUITIES JUL 07, 2015
Schwab, Fidelity, other brokers releasing more information on stock trades but critics say it doesn't help much

Data firms release only covers market orders, not limit orders, and as such there's not much room for price improvement anyway.

By Bloomberg
China stock plunge reignites debate over when and whether U.S. investors should get in
EQUITIES JUL 07, 2015
China stock plunge reignites debate over when and whether U.S. investors should get in

Not having access to the market has been protecting mutual-fund investors from fast declines.

By Trevor Hunnicutt
Short sales are stacking up and the bears are starting to show some teeth
EQUITIES JUL 06, 2015
Short sales are stacking up and the bears are starting to show some teeth

<i>Breakfast with Benjamin</i>: The market bears are getting bolder as they start to come out from a long hibernation, which doesn't really bode well for the bulls.

By Jeff Benjamin
EQUITIES JUL 06, 2015
Three-year-old ETF becomes only game in town for investors hoping to play Greece volatility

The Global X FTSE Greece 20 ETF listed in the U.S. is just about the only way for investors to play the crisis. Be warned, however, it's volatile.

By Bloomberg
EQUITIES JUL 06, 2015
The Fed has painted itself into a corner, and is only trying to manage expectations

<i>Breakfast with Benjamin:</i> An economist says Janet Yellen and the Fed are too chicken to raise rates, but at the same time the FOMC is trying to reassure markets that rate hikes will be slow and deliberate.

By Jeff Benjamin
Greeks vote 'no' and everybody loses
EQUITIES JUL 03, 2015
Greeks vote 'no' and everybody loses

<i>Breakfast with Benjamin</i>: Greek voters opt for a collision course with the European Union over austerity. Go figure.

By Jeff Benjamin
Where's the ETF that tracks pot stocks?
EQUITIES JUL 02, 2015
Where's the ETF that tracks pot stocks?

The national cannabis market is forecast to reach $10.8 billion in sales by 2019 and while there are exchange-traded funds for rare earth metals and for stocks headquartered in Nashville, there are no ETFs that track pot stocks.

By Bloomberg
Bill Gross adds voice to chorus warning of liquidity crunch for fund investors
EQUITIES JUL 02, 2015
Bill Gross adds voice to chorus warning of liquidity crunch for fund investors

Bond manager says most investors have yet to be tested with a long-term downtrend and that's when liquidity will be an issue.

By Bloomberg
Market reaction to Greece doesn't signal end of bull market
EQUITIES JUL 01, 2015
Market reaction to Greece doesn't signal end of bull market

Expect more volatility, but country isn't big enough to have lasting impact on eurozone

By Paul Schatz
EQUITIES JUN 29, 2015
Stock buybacks come under fire from politicians

<i>Breakfast with Benjamin</i> There's a rising backlash for record-level stock-buyback programs, as Sen. Elizabeth Warren issues charges of 'stock manipulation.'

By Jeff Benjamin
EQUITIES JUN 29, 2015
Crazy as it might sound, the new all-in bet is going long on Greek stocks

<i>Breakfast with Benjamin</i>: If you've got a really strong stomach, the time looks ripe to buy the fear and jump into Greek equities.

By Jeff Benjamin