Results for "equities"

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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....

'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,...

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...

Winner-take-all phenomenon rules stock market, too

July 29, 2019

The winner-take-all phenomenon is well-documented among sports stars, pop singers, fiction authors, actors and hedge-fund managers — those at the top reap fabulous rewards while everyone else scrapes to get by. It turns out the same holds...

Markets plunge as trade war escalates

August 5, 2019

Financial markets buckled after China escalated the trade war with the U.S., sending American stocks careening toward the biggest drop of the year and sparking a rally in global bonds. More than $700 billion were wiped from the value of U.S....

Reading the Signs of the Global Financial Crisis

July 16, 2019

On Friday, September 12, 2008, the storied investment banking firm Lehman Brothers enjoyed an “A” credit rating from a prominent agency. On Monday, September 15, the firm filed for bankruptcy protection. More than a decade later, investors...

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,...

Countdown to catastrophe? The yield curve and the stock market

August 14, 2019

A key portion of the U.S. Treasury yield curve has inverted, an ominous sign for the economy and the stock market. But what investors should do about it is a complicated question. Looking at 10 times when the spread between two- and 10-year...

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 are low-volatility funds weathering the market turmoil?

August 6, 2019

The jarring start to August for stocks has presented an ideal test for increasingly popular factor-based investing strategies that are designed to help advisers customize client portfolios. A random sampling of exchange traded funds that target...

Is a recession coming? Yield curve signals loudest warning since 2007

August 5, 2019

The latest eruption in the U.S.-China trade dispute pushed a widely watched Treasury-market recession indicator to the highest alert since 2007. Rates on 10-year notes sank to 1.714% on Monday, completely erasing the surge that followed President...

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...

ETF trading spikes to 2019 highs as Trump, Fed rattle stocks

August 2, 2019

The renewed bout of equity volatility sent exchange-traded fund volumes through the roof this week. More than 142 million shares of the SPDR S&P 500 ETF Trust (SPY) changed hands Thursday, according to data compiled by Bloomberg. That was the...

S&P 500 ETF separates truth from turbulence

August 21, 2019

The next time it seems as if the sky is falling, pull up the trading volume in the SPDR S&P 500 ETF Trust (SPY) for a reality check. Last Wednesday was one of those days. The S&P 500 Index was nearing a 3% drop, and it looked as if maybe this...

Stock volatility spurs worst run of ETF withdrawals in six months

August 19, 2019

A volatile few months for global stock markets is taking its toll on exchange-traded funds. Almost $18 billion fled U.S.-listed equity ETFs during the past three weeks, the most since February, according to data compiled by Bloomberg Intelligence....

Small-cap funds take a beating

October 16, 2018

Small-cap companies and funds have been buoyed for much of this year by the view that smaller, domestically focused companies were safe from the negative consequences of a trade war. But last week, as the stock market focused on rising interest...

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...

Seeking small-cap value in a momentum-driven market

September 18, 2018

Investment dollars have flooded into U.S. small-cap stocks this year, bolstering both the Russell 2000 Value and Growth indices. This is largely due to investor demand for exposure to the U.S. equity market, favorable tax policies and a perceived...

Stock investors make $6 billion bet on S&P 500 ETFs

July 16, 2019

With U.S. stocks at record highs, investors are betting that the party will continue. The three largest exchange-traded funds that track the S&P 500 Index took in a combined $6.2 billion last week, just as the benchmark topped 3,000 for the...

With money on their minds, Generation Z is ready to invest

July 25, 2018

While most members of Generation Z are still only teenagers, it's not too early for this young generation to start thinking about the stock market. Known for their frugality and tendency to stockpile cash for the future, the members of Generation...

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