Equities

Displaying 2828 results
FAANGs' $800 billion rally has retail investors calling it quits
INVESTING EQUITIES APR 08, 2019
FAANGs' $800 billion rally has retail investors calling it quits

As Mom and Pop abandon the big tech companies, many are buying cannabis companies.

By Bloomberg
Looking beyond the S&P 500: Time to refresh portfolios, benchmarks
INVESTING EQUITIES APR 03, 2019
Looking beyond the S&P 500: Time to refresh portfolios, benchmarks

Investors should broaden their focus beyond large caps, and advisers should ensure that their clients benchmark their portfolios correctly.

By James Macey
How mid-cap growth funds owned the first quarter
INVESTING RIAS APR 02, 2019
How mid-cap growth funds owned the first quarter

Investors who stayed put during the fourth-quarter market meltdown were rewarded by mid-cap managers.

By Jeff Benjamin
Is volatility coming?
INVESTING EQUITIES APR 02, 2019
Is volatility coming?

The market rally is likely to be upended given the many potential macroeconomic and geopolitical flash points.

By Bloomberg
Demand for growth stocks produces record inflows for ETF
INVESTING EQUITIES APR 01, 2019
Demand for growth stocks produces record inflows for ETF

The SPDR Portfolio 500 Growth ETF took in nearly $630 million in March, the largest monthly inflow for the almost 19-year-old fund.

By Bloomberg
INVESTING EQUITIES MAR 22, 2019
Big data: seeing investments in an entirely new way

Read more to find out how ESG data may help enhance long-term value and manage downside risk

By Gillian Albert
Gundlach warns stocks don't always go up in the long run
INVESTING EQUITIES MAR 13, 2019
Gundlach warns stocks don't always go up in the long run

He cites Japan's Topix index, which is down about 30% over the last three decades.

By Bloomberg
Outlook for growth stocks debated
INVESTING EQUITIES MAR 12, 2019
Outlook for growth stocks debated

Goldman and Morgan Stanley spar over whether investors should focus on above-average performers given the anemic economy.

By Bloomberg
Morgan Stanley says market is overpricing Goldilocks scenario
INVESTING EQUITIES MAR 12, 2019
Morgan Stanley says market is overpricing Goldilocks scenario

Strategists warn against being too dismissive of changes for stronger- or weaker-than-expected growth.

By Bloomberg
Risk-averse investors push advisers to their creative limits
INVESTING RIAS MAR 06, 2019
Risk-averse investors push advisers to their creative limits

Financial advisers get creative to keep their conservative clients from losing ground to inflation.

By Jeff Benjamin
Scrutiny of stock buybacks intensifies as Democrat threatens bill
INVESTING EQUITIES MAR 06, 2019
Scrutiny of stock buybacks intensifies as Democrat threatens bill

Maryland senator wants the SEC to make it harder for corporate executives to sell shares right after buyback announcements.

By Bloomberg
JPMorgan's $50 billion fund is cutting equities on dovish Fed
INVESTING EQUITIES FEB 26, 2019
JPMorgan's $50 billion fund is cutting equities on dovish Fed

Global Income Fund's manager sees junk bonds as a safer way to play the Fed-induced rally.

By Bloomberg
Financial advisers head to cash as stocks move up
INVESTING RIAS FEB 14, 2019
Financial advisers head to cash as stocks move up

Bigger cash weightings reveal a preference for safety over returns as the bull market ages

By Jeff Benjamin
U.S. stocks surge in best rally since March 2009
INVESTING EQUITIES DEC 26, 2018
U.S. stocks surge in best rally since March 2009

U.S. stocks staged one of the biggest rallies of the 9 1/2 year bull market after coming within points of seeing it end, with major indexes surging at least 4.9%.

By Bloomberg
Here are three crazy market statistics on a wild day of trading
INVESTING EQUITIES DEC 26, 2018
Here are three crazy market statistics on a wild day of trading

To say that U.S. stocks trading has been odd this week seems like an understatement.

By Bloomberg
Stocks hit 19-month low as D.C. turmoil weighs
INVESTING EQUITIES DEC 24, 2018
Stocks hit 19-month low as D.C. turmoil weighs

U.S. stocks fell to the lowest since May 2017 as the turmoil in Washington kept investors on edge after the worst week for American equities in almost a decade.

By Bloomberg
Investors pour record cash into value ETF
INVESTING EQUITIES DEC 19, 2018
Investors pour record cash into value ETF

Amid the stock market sell-off, strategists have encouraged investors to pick value rather than growth

By Bloomberg
Investors flee biggest financials ETF at fastest pace since 2008
INVESTING EQUITIES DEC 19, 2018
Investors flee biggest financials ETF at fastest pace since 2008

The $24 billion Financial Select Sector SPDR Fund saw $1.8 billion of outflows last week

By Bloomberg
Financial advisers put market volatility in perspective for clients
INVESTING RIAS DEC 19, 2018
Financial advisers put market volatility in perspective for clients

Absence of Santa Claus rally triggers talk of bear markets and recession.

By Jeff Benjamin
Nothing is working for bulls as stocks sell off
INVESTING EQUITIES DEC 18, 2018
Nothing is working for bulls as stocks sell off

Equity pain is now landing with more force in the U.S. than overseas, with the Russell 2000 index of small caps now in a bear market.

By Bloomberg