Equities/Equity Funds

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Value Investing Under The Microscope

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Many are asking if value’s lost decade is over.

Is The Tide Turning For Alternatives?

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Rock-bottom interest rates make alternatives worth another look.

Model Portfolios As A Viable Option

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Various trends support the growing use of these investment solutions.

Wall Street Warns Against Bets On October U.S.-China Truce

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Rounds of top-negotiator talks lately have been followed by tariff escalation, not by an easing in tensions.

Where Are The Adults In The White House?

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Shifting trade disputes with China into financial markets may be a sign that the U.S. has gone "mad."

Goldman Gives New Reason IPOs May Suffer: Multi-Class Shares

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Most of 2019's big initial public offerings have not done well, possibly because of multi-class share structures.

Japan-U.S Trade Talks End With No Details On Trump Tariff Threat

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Despite a lot of rhetoric, there's little evidence of progress in talks on tariffs and trade.

Investors Aren’t Ready For Climate Policy Shifts, UN Group Says

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Policy shifts driven by fear of climate change could cause major economic and market disruptions.

BlackRock’s Wiedman Joins Schwarzman Blasting Negative Rates

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BlackRock's head of international and corporate strategy sounded an alarm on the day the Fed lowered its benchmark.

Private Equity Outperforms And Captures Institutional Flows

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It would be smart advice for independent financial advisors to take advantage of private market opportunities.

Active Management Is Struggling On The Institutional Side, Too

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Active institutional managers by and large are failing to keep pace with their passive benchmarks.

Stock Pickers Are Just Imagining An Index Bubble

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Index funds really can't be in a bubble because they are investment vehicles, not the investments themselves.

The Simple Strategy Fueling The Rise Of Bill Gates’s Fortune

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Despite his fortune and his age, Bill Gates remains a relatively aggressive investor.

Vanguard: Nearly Half Of The Value Of Financial Advice Is Emotional

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The fund giant estimates that only 55% of the value delivered by advisors comes from the functional aspects of planning.

Stock Bulls Betting On Rate Cuts Are A Long Way From Sure Thing

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Rate cuts can clearly bolster stocks in some circumstances. When they don’t is when the economy is in trouble.

Passive Funds Grow Assets, But Active Managers Show Big Performance Gains

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Passive funds now have more assets than active funds in the U.S., but active managers are improving their performance.

Jeffrey Gundlach Says U.S. On Pre-Election 'Recession Watch'

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The likelihood of U.S. recession before the 2020 election has grown, says DoubleLine's chief.

T. Rowe Price Manager Says Buy China Stocks And Dump U.S.

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The trillion dollar fund manager said Chinese shares are trading at a discount.

Tracking The Market’s Mood Via Sector ETFs

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The performance of sector ETFs paints a picture of market psychology.

More Than A Whiff of 1970s Gloom In Brexit-Hobbled Britain

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The government of U.K. Prime Minister Boris Johnson now faces a growing set of economic challenges.

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