Results for "equities"

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Flows into bond ETFs surpass those into equity ETFs for first time since 2009

November 20, 2019

Whether it's in response to the nonstop efforts to impeach President Trump, the record-level stock market valuations or any of several geopolitical concerns, a growing risk-off mood among investors is sending money flooding into fixed-income...

Adviser Alpha: How Amy Wolff Carved Out a Niche Serving Divorced Women

November 18, 2019

As competitive intensity in the financial advice industry ratchets up, it's not enough for advisers to create a financial plan, hit benchmarks and steer their clients toward retirement. Firms must establish a unique element of their business...

Making a 60/40 portfolio work when bond yields are low

November 13, 2019

Historically low interest rates, including negative sovereign bond yields in large swaths of the globe, have sparked conversations among market strategists about the death of the traditional portfolio asset allocation of 60% stocks and 40% bonds....

Northern Trust's Shundrawn Thomas walks the talk on diversity in financial services

November 12, 2019

When Shundrawn Thomas was promoted to president of Northern Trust Asset Management in 2017, he became the first person of color elevated to the top tier of management at Northern Trust Corp. Mr. Thomas, 45, who joined the Chicago-based asset...

Mega bond sell-off spurs $1.2 billion outflow from Treasury fund

November 11, 2019

Investors are pulling the plug on a strategy tracking long-dated Treasuries as U.S. stocks trade near all-time highs. The iShares 20+ Year Treasury Bond exchange-traded fund (TLT) posted its worst week of outflows on record, with traders yanking...

Shifting to value stocks just in the nick of time

November 11, 2019

Without officially admitting or denying that growth stocks' decade-long run has come to a close, some financial advisers and market watchers are giving a committed nod toward value stocks as the next train to ride. Last week at Charles Schwab...

Morgan Stanley sees market returns tumbling over next 10 years

November 4, 2019

A weak environment for economic growth and inflation, paired with low bond yields, portends anemic returns from a typical stock-bond portfolio over the next decade, according to Morgan Stanley. A traditional fund — split 60% equities and 40%...

Why commercial real estate belongs in client portfolios

October 28, 2019

At a time when many investors and investment professionals struggle to find attractive returns in a world of tissue-thin and even negative interest rates — and while wondering about the continuation of the record-long bull market in equities...

Fed will spark 'temper tantrum' by holding rates, Jefferies says

October 28, 2019

Markets are pricing in about a 90% probability that the Federal Reserve will lower interest rates on Wednesday. Jefferies Financial Group Inc. isn't so sure. The global headwinds that pushed the central bank to cut rates in July and September...

This week marks beginning of a seasonal rally

October 28, 2019

As seasonal stock market trends go, there's nothing quite like the end of October when it comes to bullish outlooks. And this year could be better than most, according to market analysts. "Investors have been bidding up stocks because they believe...

Bill Gross: The Fixx

October 15, 2019

Bill Gross, the fund manager known as the Bond King, has launched a new website that has an archive with some of his investment outlooks from the last four decades, as well as the new investment outlook below: "How low can you go?" has been...

Flight to safety is biggest since Lehman Brothers collapse

October 11, 2019

Investors haven't been this bearish since the collapse of Lehman Brothers. At least that's what their positioning is signaling, according to Bank of America Merrill Lynch strategists. Over the past six months, money-market funds attracted $322...

How often should an advisor rebalance ETF portfolios?

October 10, 2019

Periodic portfolio rebalancing is an accepted and recommended tool in modern financial planning. Its purpose, of course, is to maintain the allocation that an advisor and client determine to be optimal in reaching agreed-upon investment goals....

ETrade hints at commission cuts on social media

October 2, 2019

In the wake of Tuesday's news that both Charles Schwab Corp. and TD Ameritrade Holding Corp. are eliminating brokerage commissions for U.S. stocks, ETFs and options, ETrade Financial Corp. has become a target of inquiry on social media. Viewed...

'Get Paid to Trade' app launches at FinovateFall

September 24, 2019

Dozens of financial technology startups and over a thousand other financial services executives, venture capitalists, regulators and industry analysts gathered this week at the Marriot Marquis hotel in New York City's Times Square for FinovateFall,...

How gold could replace bonds as a portfolio diversifier

September 11, 2019

Instead of trying to navigate the freewheeling price of gold over various market cycles, financial advisers might be better served by focusing on the precious metal's lack of correlation with other investments. That's the basic premise of a...

When strong performance sends ETF investors to the exits

September 6, 2019

In the latest sign of growing investor caution, strong performance is not enough to keep assets from moving out of some focused exchange-traded funds. For example, the $105 million Amplify Traditional Data Sharing ETF (BLOK) is up 21.5% from...

UBS shifts to underweight position on equities

August 26, 2019

UBS Global Wealth Management, which oversees more than $2.48 trillion in invested assets, has gone underweight on equities for the first time since the eurozone crisis. [More: UBS hires advisers with $2 billion in client assets The Swiss asset...

Stocks sink as U.S.-China feud deepens

August 23, 2019

U.S. stocks slumped and Treasuries rallied Friday after President Donald J. Trump said he'll respond to new Chinese tariffs and blasted Federal Reserve Chairman Jerome Powell. The dollar fell. The S&P 500 Index dropped as much as 1.7%, led by...

SEC affirms its authority over proxy advisory firms that CEOs hate

August 21, 2019

The Securities and Exchange Commission took an initial step Wednesday to lay out legal limitations for a powerful industry that's known for questioning companies' decisions on executive pay and business strategy. At a meeting in Washington,...

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