Stocks

Average portfolios tend to be traditional and helped stabilize markets during the COVID-19 crash, new research shows.

Investors are placing their bets on value funds after the category posted its worst quarter this century in the wake of the coronavirus pandemic.

Investors are trying to eliminate the cash drag in their portfolios, says Dan Suzuki, deputy CIO at Richard Bernstein.

Among some 500 large-cap U.S. mutual funds, those with at least one-third of manager positions held by women have beaten those with none, data show.

While stimulus talks have stalled, better-than-feared economic data and corporate earnings have instilled optimism that a recovery is taking shape.

A significant push to use the precious metal as portfolio insurance may create a self-reinforcing spiral that upends its appeal as a hedge.

The “set it and forget it” balanced approach may not work as well anymore, an expert says.

An iShares ETF investing in companies it says has “positive environmental, social and governance characteristics” has more than tripled gains of the S&P 500.

Recognizing the elephant — and donkey — in the room can lead to a broader conversation about long-term investing

“The stocks that I hadn’t heard of three months ago all of a sudden are the most active — that’s not where investors go, that’s where traders might go or hobbyists might go,” says a private wealth advisor at UBS.

The central bank’s own data show that slightly more than half of U.S. households own stocks. But that doesn’t come close to telling the whole story.

One strategist — who last month warned about owning stocks — said that he now believes he was “far too cautious” during the current market rally.

Banks and insurers have trailed the S&P 500 by 20 percentage points, their worst performance at this point of a year on record.

One French trade group reports that the country’s managers reduced research budgets by as much as 75% between 2017 and 2019.

Economic damage wrought by the coronavirus has not stopped investors from piling into the companies able to churn out profits in the stay-at-home world.

Brokers and fund managers are turning to innovation to remain competitive and capture new customers.

There are appealing methods to shift investments “upstream” to aging parents or “downstream” to grown children.

There’s more money at stake when executing trades in current market uncertainty.

The firm sees "light at the end of the tunnel," says Silvia Ardagna, managing director in the investment strategy group within the firm's private wealth management unit.