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Volatile trading in first half upends expectations

June 29, 2018

The half that began with "melt-up" euphoria ended with melt-down fear. Investors breezed into 2018 expecting to pick up easy returns from steadily rising asset prices. Instead, they're nursing losses on bets that had delivered the biggest gains...

Small caps are losing their immunity to trade jitters

June 27, 2018

A shelter from the storm is starting to sprout leaks. Bearish sentiment is growing on the Russell 2000 Index of small-cap stocks, a group that had seemed relatively immune to the trade-tariff saber-rattling that's recently cast a pall over the...

Momentum stocks set for more pain as quarter ends

June 26, 2018

The calendar and the computers are working against formerly high-flying momentum stocks. The iShares Edge MSCI USA Momentum Factor exchange-traded fund (MTUM) has given back 3.9% over the past three sessions. And Christopher Harvey, Wells Fargo's...

Stocks sell off on escalating trade jitters

June 25, 2018

Escalating trade tensions sent U.S. stocks to their steepest drop since early April on Monday, as President Donald J. Trump's threats of more protectionism against major partners were met with Chinese and European vows of retaliation. The S&P...

Advisers still think ESG strategies underperform

June 25, 2018

Despite mounting evidence to the contrary, performance worries still keep advisers from implementing investment strategies that take into account environmental, social and governance concerns. A study released Monday by Cerulli Associates found...

Best- and worst-performing sector funds and ETFs this year

June 22, 2018

A rising tide may lift all ships, but a bull market doesn't lift all stock sectors. Here are the top and bottom funds and ETFs in the five best- and worst-performing sectors this year, listed from worst to first. Data are as of June 21 and are...

Walgreens replacing GE on the Dow

June 20, 2018

General Electric Co. suffered a crowning ignominy Tuesday as overseers of the Dow Jones Industrial Average kicked the beleaguered company out of the stock gauge it has inhabited for more than a century. Once the world's most valuable company,...

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...

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...

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...

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