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The stock exchange has said it will end trading in shares of certain China-based companies, thanks to a long-running accounting dispute, writes Earl Carr.
February 26
CJPA Global Advisors -
Blank-check companies are gaining prominence with celebrity sponsors, but costs can be opaque.
February 24 -
Companies with a high level of intellectual capital tend to be less cyclical and that capital -- patents, trademarks, ideas -- gives them a bigger moat to defend against competitors.
February 10
AllianceBernstein -
The benefit is becoming more popular now that it can be offered and managed digitally.
November 16 -
A 50% allocation to equities for someone in their 60s still leaves someone with a lot of risk right before retirement, writes Jared Dillian.
November 9 -
It's helpful to recognize that there are both policy implications and behavioral implications of elections, and that these have completely distinct market consequences.
November 4
ValueWorks -
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Average portfolios tend to be traditional and helped stabilize markets during the COVID-19 crash, new research shows.
October 1 -
A State Street fund avoiding crude holdings has beaten the S&P 500 by 3.6 percentage points since its inception, generating an annual return of 12.9%.
September 23 -
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Funds that buy debt backing sustainability matters grew 12% from the end of 2019 globally, reaching a record $209.5 billion of assets, data show.
September 4 -
Advisors, nervous about the exposure, say they are struggling to get clients to switch things up.
August 27 -
As the S&P 500 flirts with record-high levels, many participants are mulling whether it’s time to take profits or push for more returns.
August 18 -
Fees for the category's best performing mutual funds and ETFs are much like the price of bullion: expensive.
August 17 -
The firm has struggled to make money this year amid the market volatility sparked by the COVID-19 pandemic.
August 6 -
The fast money has more than three times the impact on equity valuations than long-term investors like pension funds, according to a recent paper.
July 22 -
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Almost 90% of smaller fund managers would no longer have to report their investments and their firms would save $136 million a year, the agency estimates.
July 13 -
The industry outranked asset classes including private equity and venture capital, which have historically ranked higher in a Credit Suisse survey.
June 30 -
Banks and insurers have trailed the S&P 500 by 20 percentage points, their worst performance at this point of a year on record.
May 26
















