Equities

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INVESTING EQUITIES SEP 01, 2016
Investors gobbled up risk assets in August

Plus: The Fed's new spin, Wall Street women dish out career advice, and how to spend away a summer

By Jeff Benjamin
Value strategies defy logic in push past growth stocks
INVESTING EQUITIES SEP 01, 2016
Value strategies defy logic in push past growth stocks

Pinning the value rally on the Fed, hoping for the best.

By Jeff Benjamin
If history is a guide, market volatility is about to spike
INVESTING EQUITIES AUG 31, 2016
If history is a guide, market volatility is about to spike

August and September can be rough months for investors.

By Jeff Benjamin
INVESTING EQUITIES AUG 26, 2016
Fed finds more reasons to keep sitting on its hands

Plus: You probably shouldn't curse in front on your clients, there's a limit to delaying retirement, and do we really need all these dollar bills?

By Jeff Benjamin
INVESTING EQUITIES AUG 26, 2016
Why Morgan Stanley and Goldman can't agree on interest rates

The divide has grown between Goldman Sachs and Morgan Stanley over the likelihood of higher U.S. interest rates this month.

By Bloomberg
INVESTING EQUITIES AUG 26, 2016
Blaming the 401(k) for lack of retirement savings

Plus: U.S. oil production could derail oil rally, a cash management strategy ahead of October's rule change, and bond ladders still make sense

By Jeff Benjamin
The risky but necessary bet on dividends for income
INVESTING EQUITIES AUG 26, 2016
The risky but necessary bet on dividends for income

Advisers should not forget overall portfolio construction objectives when chasing dividend yields.

By Jeff Benjamin
INVESTING EQUITIES AUG 26, 2016
Morningstar demystifies 401(k) loans

Plus: DOJ move sends prison stocks to the hole, SEC wants cleaner earnings reports, and proof that faster food can be healthier food

By Jeff Benjamin
World's biggest pension fund takes $52 billion hit as stocks sink
INVESTING EQUITIES AUG 25, 2016
World's biggest pension fund takes $52 billion hit as stocks sink

Japan's Government Pension Investment Fund loses 3.9%, erasing gains from previous six quarters.

By CNELSON
When outperformance puts active managers out of business
INVESTING EQUITIES AUG 24, 2016
When outperformance puts active managers out of business

Taking on too much risk to stay on top.

By Jeff Benjamin
INVESTING EQUITIES AUG 24, 2016
Keep index funds in perspective in the active-passive debate

The debate favors active because calculations are often skewed.

By Jeff Benjamin
What's active management's best hope? Look to the king of passive investing, Vanguard
INVESTING EQUITIES AUG 24, 2016
What's active management's best hope? Look to the king of passive investing, Vanguard

By Bloomberg
INVESTING EQUITIES AUG 24, 2016
Gender diversity becomes an investment strategy

<i>Breakfast with Benjamin</i> In the wake of the March launch of the SPDR SSGA Gender Diversity Index ETF (SHE), out rolls the Bloomberg Financial Services Gender Equity Index.

By Jeff Benjamin
The absurd fight over mutual fund reports you probably don't even read
INVESTING EQUITIES AUG 23, 2016
The absurd fight over mutual fund reports you probably don't even read

Mutual funds argue an SEC proposal would save millions of trees, while paper companies say going digital would harm elderly investors.

By Bloomberg
INVESTING EQUITIES AUG 23, 2016
ETF providers scramble to put Aug. 24 'flash crash' in rearview mirror

One-year anniversary shows lots of effort to calm nerves, rebuild investor trust.

By Jeff Benjamin
Fees matter most when it comes to active management performance: Morningstar
INVESTING EQUITIES AUG 22, 2016
Fees matter most when it comes to active management performance: Morningstar

Passive is leading now, but there is still hope for active management

By Jeff Benjamin
Bond king Jeffrey Gundlach's DoubleLine smart beta stock fund bucks the outflow trend
INVESTING EQUITIES AUG 22, 2016
Bond king Jeffrey Gundlach's DoubleLine smart beta stock fund bucks the outflow trend

The DoubleLine Shiller Enhanced CAPE fund had a net inflow of $117.07 million in July, its largest ever.

By John Waggoner
INVESTING EQUITIES AUG 22, 2016
DoubleLine's Jeffrey Gundlach favors gold, and little else

Plus: Jim Cramer's mad method, prime money funds shrink, and how to have fewer regrets when you retire

By Jeff Benjamin
INVESTING EQUITIES AUG 18, 2016
The markets are tilting toward Hillary Clinton for president

Plus: The logic behind negative bond yields, Deutsche Bank and Commerzbank almost became one, and the odds are getting worse for Colin Kaepernick

By Jeff Benjamin
INVESTING EQUITIES AUG 18, 2016
Presidential candidates should focus on ETFs in 401(k) plans

Plus: Saving society through active management, hedge fund investors head for the hills, and eating healthier food that actually tastes like food

By Jeff Benjamin