Equities

Displaying 2828 results
Stocks suffer biggest drop in almost two years
INVESTING EQUITIES MAY 18, 2022
Stocks suffer biggest drop in almost two years

The sell-off sent the S&P 500 down 4%, while the Nasdaq 100 dropped more than 5% as growth-related tech stocks sank.

By Bloomberg
Direct indexing offers advisers opportunities to engage with clients
INVESTING EQUITIES MAY 18, 2022
Direct indexing offers advisers opportunities to engage with clients

The best use cases for direct indexing are personalization and tax strategies, said a speaker at the Morningstar conference.

By Debbie Carlson
Market sentiment extremely bearish, say T. Rowe, BlackRock managers
INVESTING EQUITIES MAY 17, 2022
Market sentiment extremely bearish, say T. Rowe, BlackRock managers

The sell-off so far this year is creating opportunities for investors, two top investment managers said Monday at the Morningstar Investment Conference.

By Debbie Carlson
ETF hedging interest-rate risk comes out of the gate with 67% gain this year
INVESTING EQUITIES MAY 09, 2022
ETF hedging interest-rate risk comes out of the gate with 67% gain this year

The strategy blends short-term Treasury bonds with put options on longer-term bonds to ride the trend toward higher rates.

By Jeff Benjamin
Stocks sink as specter of stagflation haunts trading
INVESTING EQUITIES MAY 05, 2022
Stocks sink as specter of stagflation haunts trading

In the wake of the Federal Reserve's rate hike Wednesday, traders worry that Fed officials could struggle to contain inflation amid the lingering threat of a recession.

By Bloomberg
Advisers warn clients about 'long, difficult bear market'
INVESTING EQUITIES MAY 03, 2022
Advisers warn clients about 'long, difficult bear market'

The old advice to 'sell in May and go away' is morphing into a duck-and-cover drill as advisers brace clients for a rough summer.

By Jeff Benjamin
Despite inflationary pressures, asset managers continue to lower fees
INVESTING EQUITIES MAY 02, 2022
Despite inflationary pressures, asset managers continue to lower fees

American Funds and Inspire Investing announce fee cuts Monday, in the wake of Vanguard's announcement Friday.

By Jeff Benjamin
BlackRock pushes three investing themes
INVESTING EQUITIES APR 27, 2022
BlackRock pushes three investing themes

The asset manager says the new consumer, an industrial renaissance and medical innovation are areas where changes have exposed 'underestimated investment opportunities.'

By Jeff Benjamin
Alternatives become bigger slice of client portfolios as advisers seek shelter
INVESTING EQUITIES APR 20, 2022
Alternatives become bigger slice of client portfolios as advisers seek shelter

Financial advisers hoping to steer clients away from market volatility and economic chaos are finding comfort in less-liquid strategies.

By Jeff Benjamin
Cannabis investments mellow as Congress tarries on decriminalization
INVESTING EQUITIES APR 19, 2022
Cannabis investments mellow as Congress tarries on decriminalization

With the Biden administration having let them down, the marijuana industry is now betting on a Republican takeover of Congress.

By Jeff Benjamin
Advisers buckle up for more market volatility
INVESTING RIAS APR 11, 2022
Advisers buckle up for more market volatility

Trouble in the bond markets is moving investment portfolios well beyond traditional allocations of 60% stocks and 40% bonds.

By Jeff Benjamin
Manning & Napier goes private, sells at 41% premium to Callodine
INVESTING EQUITIES APR 01, 2022
Manning & Napier goes private, sells at 41% premium to Callodine

The 52-year-old asset manager with nearly $20 billion under management will become a subsidiary of Callodine Group.

By Jeff Benjamin
Financial advisers starting to view economic outlook as a glass half empty
INVESTING RIAS MAR 18, 2022
Financial advisers starting to view economic outlook as a glass half empty

The results from the most recent InvestmentNews survey shows sentiment is turning south.

By Jeff Benjamin
Stock market pullback puts spotlight on Roth conversions
INVESTING EQUITIES MAR 11, 2022
Stock market pullback puts spotlight on Roth conversions

With most broad market indexes nestled into correction territory, financial advisers are steering clients toward Roth conversions in a tax management move.

By Jeff Benjamin
T. Rowe Price, Calamos Advisors bring home overall fund company Lipper Awards
INVESTING EQUITIES MAR 10, 2022
T. Rowe Price, Calamos Advisors bring home overall fund company Lipper Awards

Fidelity tops all fund companies with 35 individual fund trophies; Carillon Tower Advisers wins the small-company fixed-income award for the second straight year.

By Jeff Benjamin
Pelosi's portfolio performance now wrapped in an ETF
INVESTING EQUITIES MAR 08, 2022
Pelosi's portfolio performance now wrapped in an ETF

Retail investors can now benefit from the inside scoop right along with the 18-term U.S. representative.

By Jeff Benjamin
Finra fines Deutsche Bank $2 million for failing to get best prices for customer orders
INVESTING EQUITIES MAR 08, 2022
Finra fines Deutsche Bank $2 million for failing to get best prices for customer orders

Best execution has become a regulatory priority for Finra and the SEC in the wake of the January 2021 GameStop trading frenzy.

By Mark Schoeff Jr.
Russian invasion and sanctions drive oil price rally
INVESTING EQUITIES FEB 28, 2022
Russian invasion and sanctions drive oil price rally

While the S&P 500 Index has fallen 6% so far this year, some exchange-traded funds that focus on the oil sector have surged.

By Jeff Benjamin
US ETFs show extent of damage to Russian stocks
INVESTING EQUITIES FEB 28, 2022
US ETFs show extent of damage to Russian stocks

Russia's stock market is closed, but the VanEck Russia ETF and the iShares MSCI Russia Capped ETF plunged 26% and 20%, respectively, in U.S. trading early Monday.

By Bloomberg
Selling stocks now entails too much risk: JPMorgan
INVESTING EQUITIES FEB 28, 2022
Selling stocks now entails too much risk: JPMorgan

The bank's analysts note that most military conflicts end up turning into buying opportunities.

By Bloomberg