U.S. Equity - FA Magazine

U.S. Equity

Tuesday, 02 February 2010
Fidelity, firing a new salvo in a price war with Schwab, is offering its RIA clients commission-free online trades on 25 iShare ETFs and the Fidelity Nasdaq Composite Index Tracking Fund.

Momentum Becomes Value

By Marla Brill, February 2010 issue
Mark Donovan looks for cheap stocks with a momentum driver.

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Advisor Emporium

February 2010 issue
Advisor Emporium

Hot Mutual Funds Often Fizzle

Monday, 01 February 2010
Can investors really improve their chances of beating the market by chasing after funds that have had a hot streak—even if that hot streak lasted 10 years?

The Rich Warm Up To ETFs

By Ray Fazzi - Wednesday, 13 January 2010
Well-heeled individuals are fueling the explosive growth of the exchange-traded fund, now a $700 billion business that began in the early 1990s.

Morningstar’s Fund Managers Of The Decade

Wednesday, 13 January 2010
Morningstar names the top fund managers in what was the worst decade ever for U.S. stocks.

Money Managers Ignore Climate Issues

Thursday, 07 January 2010
Most of the largest investment managers are not directly factoring climate change into their investment decisions despite increasing awareness of its potential impact, according to a new report.

Fund Industry Faces Rough Year

Monday, 04 January 2010
Regardless of whether the stock and bond markets can sustain their momentum in 2010, the mutual fund industry—and fund investors—appear destined for a year of bad news.

The First Step

By James Picerno, January 2010 issue
There are no easy answers for asset allocation, but at least there’s a practical starting point.

Any Bargains Left?

By Jeff Schlegel, January 2010 issue
After the market’s run-up, investors find value in unconventional ways.

Second Wind For Growth

By Marla Brill, January 2010 issue
Fund manager Chris McHugh says earnings surprises will drive prices higher.

Liking Cash-Flush Companies

Friday, 11 December 2009
This Schwab fund manager is sticking to stocks in companies that are sitting on big cash reserves, do business in many places and have a track record of announcing pleasant surprises. That may be sound philosophy, but it's not sure-fire.

The Cost Of Dark Pool Transparency

Wednesday, 09 December 2009
Proposals to make dark pool trading more transparent could increase mutual fund costs.

Shades Of Green

By Marla Brill, December 2009 issue
Environmentally conscious funds and ETFs have turned around this year, but more narrowly focused plays have farther to go to regain lost ground.

Advisor Emporium

December 2009 issue

Absolute Return Obsession

By Evan Simonoff, December 2009 issue
With the correlation landscape changing, this strategy is growing.

Which Way Is Up?

By Eric Rasmussen, December 2009 issue
Conflicting signs make it hard to embrace the idea that the recession is over. Yet some investment sectors are starting to perk up.

Investing Behavior Comes From Genes, Study Says

Tuesday, 01 December 2009
What is it that separates investing gurus like Warren Buffett from everyone else? Good genes, according to a new study.

Second-Act Strategies

By Marla Brill, December 2009 issue
Fund manager Jenny Jones favors steady eddies over fast growers as the rally matures.

Morningstar Nominates Fund Managers Of Decade

Monday, 23 November 2009
Morningstar Inc. has announced its nominees for a new award—Morningstar Fund Manager of the Decade.


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