Equities

Displaying 2830 results
Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating
INVESTING EQUITIES APR 19, 2016
Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating

The inflow was the most since January 2013, thanks to the market's extreme volatility during 2016's start.

By John Waggoner
New offering will test frozen IPO market
INVESTING EQUITIES APR 18, 2016
New offering will test frozen IPO market

Bats Global deal seen as 'ice-breaker.'

By Jeff Benjamin
Sequoia fund gives departing shareholders stock instead of cash
INVESTING EQUITIES APR 18, 2016
Sequoia fund gives departing shareholders stock instead of cash

In-kind redemptions rare but legal.

By John Waggoner
How to ease clients' minds about ETF liquidity concerns
INVESTING EQUITIES APR 17, 2016
How to ease clients' minds about ETF liquidity concerns

Trade-offs between ETFs that fit your clients' needs, and ones that can compromise their needs could be the difference between success or failure.

By Brandon Clark
INVESTING EQUITIES APR 14, 2016
Loomis Sayles goes global as investors continue to shun domestic equity funds

New fund will leverage expertise, diversify product lineup.

By Jeff Benjamin
Precious-metals funds emerge as a powerful leveraged gold play
INVESTING EQUITIES APR 14, 2016
Precious-metals funds emerge as a powerful leveraged gold play

The risk-on strategy when the market goes risk-off.

By Jeff Benjamin
Some American Funds offer up to 18 share classes: Overkill?
INVESTING EQUITIES APR 13, 2016
Some American Funds offer up to 18 share classes: Overkill?

The mutual fund industry offers about 8,000 mutual funds, spread among about 24,000 share classes, but some fund companies offer many, many more share classes. Experts say it may be a marketing tool for fund firms.

By John Waggoner
INVESTING EQUITIES APR 12, 2016
We're just four years from ETFs overtaking mutual funds

<i>Breakfast with Benjamin</i> According to Meb Faber, within four years, ETFs will have more assets than mutual funds. But before that, they have to navigate their way onto retirement plan menus.

By Jeff Benjamin
Fidelity research highlights the active-management edge
INVESTING EQUITIES APR 12, 2016
Fidelity research highlights the active-management edge

Low fund fees and big fund complexes equal outperformance.

By Jeff Benjamin
INVESTING EQUITIES APR 11, 2016
DOJ's suit against activist investor could affect entire mutual fund industry

Plus: Going after tax inversions goes after the middle class, the sun is setting on solar energy funds, and the baseball bat gets an upgrade

By Jeff Benjamin
Trian sells 9.9% stake in Legg Mason to Singapore's Shanda investing group
INVESTING EQUITIES APR 11, 2016
Trian sells 9.9% stake in Legg Mason to Singapore's Shanda investing group

Activist investor exits after Legg lost 42% of its value in past year.

By Bloomberg
ValueLine joins other asset managers by embracing liquid alternatives
INVESTING EQUITIES APR 11, 2016
ValueLine joins other asset managers by embracing liquid alternatives

Fund wants to diversify product line and strike while the iron is hot with proposed acquisition of the Alpha Defensive Alternatives Fund

By Jeff Benjamin
Market volatility has some advisers tactically buying stocks
INVESTING EQUITIES APR 11, 2016
Market volatility has some advisers tactically buying stocks

Factoring in Fed policy, cheap oil, and living with volatility

By Jeff Benjamin
INVESTING EQUITIES APR 10, 2016
4 reasons why pulling out of emerging markets doesn't make sense

Why pulling out of emerging markets borders on foolhardy

By Tim Atwill
Modern retirement planning means staying aggressive
INVESTING EQUITIES APR 08, 2016
Modern retirement planning means staying aggressive

Plus: Advisers speak out on DOL rule, the inflows continue for equity ETFs, and big banks strive to look small to regulators

By Jeff Benjamin
Investors still looking for ways to bridge the gap between stocks and bonds
INVESTING EQUITIES APR 08, 2016
Investors still looking for ways to bridge the gap between stocks and bonds

Legg Mason investor survey shows tremendous pressure on stock performance, a need for safer income-generating investments.

By Thomas Hoops
For robo-advisers, the next bear market will be a big test
INVESTING RIAS APR 07, 2016
For robo-advisers, the next bear market will be a big test

Robo-advisers might have more reasons to be worried about the next bear market than investors do.

By Bloomberg
SunEdison's hard lesson for renewable-energy investors
INVESTING EQUITIES APR 07, 2016
SunEdison's hard lesson for renewable-energy investors

<i>Breakfast with Benjamin</i> SunEdison's collapse shows that advisers should understand the steep side of the mountain renewable energy is trying to climb.

By Jeff Benjamin
Stock buyback plans do little for long-term investors
INVESTING EQUITIES APR 05, 2016
Stock buyback plans do little for long-term investors

Corporate execs and activist investors get the biggest bang from repurchase plans.

By Jeff Benjamin
Seeing renewable energy through rose-colored glasses
INVESTING EQUITIES MAR 31, 2016
Seeing renewable energy through rose-colored glasses

Plus: Goldman takes a swipe at gold, fixing corporate inversions, and what baseball season does for food

By Jeff Benjamin