Equities

Displaying 3361 results
'Terror-free' investing proves winning strategy for Patriot Fund
EQUITIES JUL 23, 2015
'Terror-free' investing proves winning strategy for Patriot Fund

The upside of avoiding energy stocks and the pain of a strong dollar.

By Jeff Benjamin
EQUITIES JUL 23, 2015
The market's zero-to-hero story

<i>Breakfast with Benjamin:</i> The financial sector has been a laggard and in fact hasn't been an early cycle winner since 2011. But the picture is getting brighter.

By Jeff Benjamin
New highs not uncommon: S&P 500 achieves record in 53% of years
EQUITIES JUL 22, 2015
New highs not uncommon: S&P 500 achieves record in 53% of years

The benchmark equities gauge rose 0.1% to end Monday at 2,128.28, after briefly rising above its record closing level of 2,130.82 during the session.

By Bloomberg
EQUITIES JUL 21, 2015
Tech stock rally knocked cold

<i>Breakfast with Benjamin:</i> Earnings season started out strong but weak numbers from bellwethers like Apple are slamming the brakes on the market's rally. Buckle up.

By Jeff Benjamin
S&P 500 stocks give advisers sinking feeling as 'buy the dip' stops paying out
EQUITIES JUL 21, 2015
S&P 500 stocks give advisers sinking feeling as 'buy the dip' stops paying out

It's not that there are fewer decreases in U.S. equities &amp;mdash; it's that declines have gotten longer, averaging almost two days, and the rebounds are weakening.

By Bloomberg
Inside the S&P 500: Adds, drops and tall tales
EQUITIES JUL 21, 2015
Inside the S&P 500: Adds, drops and tall tales

The idea that one could profit from buying a stock as soon as possible after its addition to an index is announced, then selling it when it enters the index is tempting.

By David Blitzer
Hedge fund specialist SkyBridge pushes back against liquid alts trend
EQUITIES JUL 20, 2015
Hedge fund specialist SkyBridge pushes back against liquid alts trend

Liquidity, performance concerns and business conflict cause the expanding hedge-fund firm to take a more traditional approach to mutual funds.

By Trevor Hunnicutt
Goldman pares down liquid alts, presses Morningstar to follow suit
EQUITIES JUL 17, 2015
Goldman pares down liquid alts, presses Morningstar to follow suit

The key is bringing liquid alts more in line with hedge fund strategies

By Jeff Benjamin
3 things to consider before pursuing a strategic asset allocation
EQUITIES JUL 14, 2015
3 things to consider before pursuing a strategic asset allocation

Common assumptions that come with investment strategies don't always reflect reality.

By Peter Hecht
BlackRock warns of stock-bond correlation, suggests illiquid real estate
EQUITIES JUL 14, 2015
BlackRock warns of stock-bond correlation, suggests illiquid real estate

Chief investment strategist says liquid investments are being challenged to offer competitive returns.

By Trevor Hunnicutt
China's stock market meltdown is looking like a buying opportunity
EQUITIES JUL 14, 2015
China's stock market meltdown is looking like a buying opportunity

Strategists recommend a slow and steady move into the world's second-largest equity market.

By Jeff Benjamin
EQUITIES JUL 14, 2015
Goldman's Cohn: Dream on if you think the Fed is hiking rates in September

<i>Breakfast with Benjamin</i>: Gary D. Cohn, president and COO of Goldman Sachs, believes the economy and markets are in no shape for higher rates.

By Jeff Benjamin
Greece's latest problem is the IMF
EQUITIES JUL 13, 2015
Greece's latest problem is the IMF

<i>Breakfast with Benjamin</i>: The IMF is throwing a wrench into the Greek bailout works, setting off a political earthquake in Europe.

By Jeff Benjamin
The toughest job in financial advice: Teaching economics to a presidential contender
EQUITIES JUL 13, 2015
The toughest job in financial advice: Teaching economics to a presidential contender

<i>Breakfast with Benjamin</i>: Teaching economics to a presidential contender isn't easy. Unless the economic advisers agree with the preconceived views of the candidates, the relationship can be testy and useless.

By Jeff Benjamin
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