Results for "equities"

Displaying 2,041 results

Sort: Date | Relevance

Author:

Watch out for stock ETFs with the largest inflows

June 7, 2018

You've probably warned clients against buying the hottest exchange-traded funds. You should also warn them against buying stock ETFs with the largest inflows, according to a study by the Leuthold Group. The stock ETFs that had the highest inflows...

Keeping Eyes Peeled for a Bearish Turn 

June 5, 2018

Markets and economies move through multi-year periods of expansion and contraction. However, at 54%, secular bull markets have occurred only about half the time historically.1 Furthermore, the U.S. equity market has spent 70% of its time either...

Neil Hennessy: Active managers can grow their assets with acquisitions

June 5, 2018

Neil Hennessy is founder and chief investment officer of Hennessey Advisors Inc., a $6.6 billion publicly traded investment management company that offers 14 mutual funds to the public. Mr. Hennessy, who started his career as a PaineWebber broker...

Small-cap ETFs see surge in inflows

June 5, 2018

ETF investors haven't been this "America first" since Donald Trump won the presidential election — at least if flows to small-capitalization companies are any guide. Last month, roughly $7.5 billion poured into exchange-traded funds focused...

Some small-caps win in the long term — but which ones?

May 30, 2018

Many things work better in theory than in practice. For example, it's theoretically good to run five miles a day, provided you don't blow out your hamstring or get eaten by a bear. And in theory it's good to invest in small-company stocks for...

Stock buybacks hit record, but is that a good thing?

May 21, 2018

Flush with cash, companies are buying back stock and increasing dividends at a record pace, according to Standard & Poor's. Companies in the S&P 500 stock index bought back $178 billion of their own shares in the first quarter. That's an all-time...

Value funds could wake from long slumber

May 16, 2018

The death of value investing has been greatly exaggerated, fund managers say, and an eye for cheap stocks will be vindicated once again. The drought for value investors has been epic: Large-company growth funds have gained an average 9.23% a...

Warren Buffett be damned, case for value investing wanes

May 10, 2018

History is filled with great rivalries. When the Montagues and Capulets are around, firkins will be flung. If the Hatfields and McCoys run into each other, fussing and fighting commences. And if you put a value investor and a growth investor...

Research Affiliates'Arnott sounds a warning on market bubbles

May 4, 2018

Rob Arnott, CEO of Research Affiliates, is using the B word. In this case, B stands for "bubble." "Several bubbles are evident today, most importantly a tech bubble, eerily similar to — albeit narrower than — the 'new economy' dogma of the...

Advisers must align a client's portfolio with these 3 personal risk measures

May 2, 2018

What can happen if an adviser doesn't properly align a client's investment portfolio with their risk tolerance? They could lose clients or even face a lawsuit, said Michael Kitces, partner and director of research at Pinnacle Advisory Group....

Morgan Stanley warns of potential market downside

April 17, 2018

Investors need to prepare for downside because the end of the economic cycle is near and U.S. markets are priced for best-case scenarios, Morgan Stanley says. While fiscal stimulus is supportive of growth in the near term, the benefits are already...

Earnings season only pouring 'fuel on fire' for stocks

April 11, 2018

Don't pin your hopes for stock markets in the U.S. and Europe on first-quarter profit updates. That's the message from London & Capital's Roger Jones, who argues that now is not the time to load up on risk assets. As investors prepare to shift...

Riskiest funds fare best over time — but can you keep clients in them?

April 11, 2018

If you could go back in time 30 years, you'd probably have some words of advice for your younger self. For example, no one is really impressed by your ability to throw a Frisbee. At some point, you run out of things to do with a crate of bananas....

U.S. target-date funds have strong home-country equity bias

April 10, 2018

Target-date funds generally still have a strong U.S. equity bias, according to a Mercer target-date report released Monday. The consulting firm's survey covered 68 off-the-shelf mutual fund and collective investment trust target-date series....

Advisers answer common investor concerns with these talking points

April 5, 2018

Now that stock market volatility has awakened from its more than year-long slumber, investors are getting understandably nervous, which is putting financial advisers on notice. With that in mind, we combed the financial planning universe for...

Tech rout sinks stocks

April 2, 2018

The deepening rout in once high-flying technology shares sent U.S. stocks tumbling to start the second quarter, as renewed presidential criticism of Amazon.com and retaliatory tariffs from China rattled markets. Treasuries and gold rose on safe-haven...

Advisers tell clients market volatility is the new normal

April 2, 2018

Financial advisers had their hands full on the first trading day of the second quarter as the S&P 500 index dropped 2.2% Monday. The message financial advisers presented to clients was that volatility is back, but that doesn't mean it's time...

S&P 500 evolves to reflect makeup of the economy

April 2, 2018

The Standard & Poor's 500 Index has come a long way since 1957, the year it was introduced. An index fund wasn't even a twinkle in Jack Bogle's eye back then, and corporate America looked a whole lot different. For one thing, 400 of the companies...

Stocks about to get a $400 billion dividend boost

March 30, 2018

Here's a fresh reason to celebrate the end of a lousy quarter in global equities: The new quarter kicks off with the potential adrenaline boost of as much as $400 billion in dividends. "We think it is no coincidence that spring is also a seasonally...

Advisers should make the most of volatility for clients

March 29, 2018

How did your clients do during this year's early volatility? I'm not talking about their portfolios — how did they handle it, as people? Did it surprise and rattle them? Did they want to react? Go to cash? Such responses are common, as markets'...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 | 7 ... 103

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.