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Small-cap stocks bear the brunt of trade dispute

May 13, 2019

As the United States and China roll out tariff hikes in an escalating trade war, smaller-company stocks are taking the biggest hit. Contrary to the general belief that smaller companies are more immune to global politics and macroeconomics,...

Markets tumble as trade war escalates

May 13, 2019

U.S. stocks and commodities tumbled Monday after China retaliated with higher tariffs on a range of American goods. Meanwhile, Treasurys jumped as investors fled to safe havens. The S&P 500 headed for the biggest slide in four months and the...

Kyle Weaver of Fidelity pursues deep value in secular themes

May 13, 2019

Kyle Weaver doesn't describe his investing style as aggressive, but he does adhere strictly to a three- to seven-year time horizon when picking stocks for the more than $6 billion he manages across three portfolios at Fidelity Investments. Mr....

Wealthy US investors sitting on cash despite optimism in economy

May 7, 2019

A majority of wealthy American investors are optimistic about U.S. stocks, but are still sitting on piles of cash, according to a UBS Group survey. A sunny outlook reigned among 57% of the survey's U.S. respondents. The survey, conducted in...

Advisers put fundamentals ahead of sell-in-May warning

May 1, 2019

Historically speaking, there's a strong case for following the Wall Street adage to sell in May and go away until late fall. But there are exceptions to every rule, and that isn't even technically a rule. While most financial advisers tend to...

$1 trillion technology rally keeps on rolling

April 29, 2019

For technology stocks, the superlatives are endless this year. But rather than take profits and run, investors are flooding the space. The sector is outperforming every other industry. In 17 weeks, only one has seen technology finish in the...

Morgan Stanley bear unbowed after bad call

April 29, 2019

Morgan Stanley's Mike Wilson acknowledges he made the wrong call on the U.S. equity market this year. But that hasn't dissuaded him from holding onto one of Wall Street's most bearish forecasts. With the S&P 500 Index at a record high after...

Focus on taxes, compensation turns into tech-industry niche

April 26, 2019

Rebecca Conner has found her niche in the financial planning space. Ms. Conner, founder of SeedSafe Financial in Seattle, is developing a bustling enterprise by blending her accounting background with her proximity to the tech industry and focusing...

Startup offers financing for employee stock purchase plans

April 25, 2019

Aaron Shapiro's quest to rethink employee stock purchase plans began with a startling insight: If only his mother had participated in one, she'd be a millionaire today. A few years ago, she asked her son for financial advice and mentioned her...

American Funds veteran sees bright future for defensive active management

April 24, 2019

Joyce Gordon was 19 when Capital Group hired her in 1975 to sit outside the trading room and convert ticket orders into numeric code. She worked her way up through the ranks, going to college at night for 11 years to earn her bachelor's and...

Smart money is pouring into fixed income

April 19, 2019

Even with the roaring start to 2019 that has the S&P 500 Index up nearly 16% through Thursday, an increased appetite for fixed-income strategies suggests the emergence of a more conservative mindset among investors. While the first three months...

FAANGs' $800 billion rally has retail investors calling it quits

April 8, 2019

After a three-month rally that's added more than $800 billion to the value of FAANG stocks, individual investors have decided it's time to cash out of the high-flying names. Retail clients at brokerage TD Ameritrade increased their overall exposure...

Looking beyond the S&P 500: Time to refresh portfolios, benchmarks

April 3, 2019

An inflection point looms for investors, making it an excellent time for advisers and clients to consider some of the remaining fallout from the decade-long bull market — namely, an overreliance on the S&P 500 Index as both an asset class...

Is volatility coming?

April 2, 2019

Volatility, like the long-term winter in Game of Thrones, is coming. It won't be as bad as the Long Night that covered Westeros with a terrible darkness for generations. However, the current market rally likely will be upended by episodic, Red...

How mid-cap growth funds owned the first quarter

April 2, 2019

The often overlooked and under-allocated mid-cap growth fund category cranked out one of its rare high notes during the first three months of 2019, with an 18.4% return that beat the eight other equity style boxes. Mid-cap growth's performance...

Gundlach warns stocks don't always go up in the long run

March 13, 2019

Japan may hold the key to why decades-long stock rallies are not a sure bet. Or at least so says Jeffrey Gundlach, chief investment officer at DoubleLine Capital. The billionaire money manager used the firm's Total Return Bond Fund webcast to...

Outlook for growth stocks debated

March 12, 2019

The economy is showing signs of stress. Do you buy or sell U.S. growth stocks? That depends on which gigantic investment bank you ask. Both Goldman Sachs and Morgan Stanley cite an anemic economy, but they are building opposite cases for companies...

Morgan Stanley says market is overpricing Goldilocks scenario

March 12, 2019

It's possible that global economic growth will stabilize while inflationary pressure remains absent and the top central banks stay on hold for the next 24 months. But that scenario is being overpriced by the markets, according to Morgan Stanley....

Scrutiny of stock buybacks intensifies as Democrat threatens bill

March 6, 2019

Buybacks faced fresh political furor Wednesday with Democratic Sen. Chris Van Hollen threatening to propose legislation that could make it more difficult for executives to sell shares after corporations announce they are repurchasing stock....

JPMorgan's $50 billion fund is cutting equities on dovish Fed

February 26, 2019

One of JPMorgan Asset Management's largest mutual funds is selling stocks, wagering that a dovish Federal Reserve is signaling burgeoning risks to global economic growth. Eric Bernbaum, co-portfolio manager of the JPMorgan's $50 billion Global...

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