Equities/Equity Funds

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Billionaire Tesla Whale Is Reducing Bet That Made Him Rich

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“No longer all-in on Tesla,” the billionaire posted Saturday on X.

Biggest Hedge Funds Reaped Gains On Trump Trade In November

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Trump's election win caused Treasury bonds to tumble while it pushed up stocks, the dollar and bitcoin.

Wall Street Short Sellers Throwing In The Towel, Citigroup Says

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Appetite for US equities has shown no sign of abating this year.

JPMorgan Traders' Math Places S&P 500 Near 6,300 By Month's End

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Wall Street strategists are generally optimistic about the outlook through the rest of the year.

Fidelity Fund Boosts Value Of Elon Musk's X Social Network

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Fidelity's Blue Chip Growth Fund boosted its stake in X by more than 32%.

Wall Street Wins Once Again As U.S. Assets Outpace Rest Of World

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U.S. large caps are edging toward their best year versus the rest of the world since 1997.

A Fund For Uncertain Times

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The Permanent Portfolio has a 40-year track record of protecting and growing investor assets.

Ramaswamy And Vestmark To Offer Direct Indexing On Fidelity, Schwab Platforms

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Direct indexing is expected to grow assets to $1.1 trillion by 2028, according to S&P Global.

JPMorgan Sees U.S. Equities Extending Global Dominance In 2025

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The S&P 500 has climbed 26% in 2024, making numerous record highs.

In Hot Credit Market, Simple Fixed-Maturity Funds Are Booming

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The straightforward pitch of these funds has become irresistible at a time when other income sources are vanishing.

BlackRock Cites Infrastructure, AI Among Top 2025 Trends

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The 2024 election will hasten some trends already underway, the firm says.

The Magnificent 7 Are Beginning To Look Average

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The profit outlook for the group is converging with the rest of the S&P 500, but their valuations are not.

Getting Clients To Sell When The Market Is Going Up

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Clients might love you, yet there are times they don't listen to you.

Quant Hedge Fund AQR Is Cutting Income Tax Bills For Wealthy Clients

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With its new tax-optimization product, the firm wants to go beyond offsetting capital gains.

Billionaire Ken Griffin Says He's Wary Of Trump's Tax-Cut And Tariff Agenda

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The Citadel founder cast doubt on two of the president-elect's most loudly heralded policy plans.

JPMorgan Asset Management Sees Stock Market Rolling Through 2025

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It said the gains will move beyond the popular Big Tech leaders.

T. Rowe Price Execs See 'No Time For Heroes' In 2025 Markets

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The firm is generally positive but concerned about the return of inflation.

Nouriel Roubini Debuts His Alternative-Haven ETF For Trump Era

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The economist said 60/40 portfolios are bracing for pain with Donald Trump's tariff plan.

Liz Ann Sonders: Gloom, Inflation Prevail Over Trump Policy Promises

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Schwab's chief investment strategist and other panelists see potential for “a huge surge in inflation.”

Star Stock Picker Beats S&P 500 Seeking EM's 'Magnificent 7'

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Rob Marshall-Lee has been able to generate U.S. stock market-like returns with emerging-market companies.

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