Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
Jeremy Grantham: ‘Be Brave’ and Invest in Emerging Markets
By Bernice NapachIn GMO's latest newsletter, its CIO says emerging market stocks are the "only cheap asset."
December 11, 2017
How Overvalued Are Stocks? 3 Key Ratios Give the Answer(s)This market run ranks as the second-longest bull on record. So how overvalued is the domestic stock market?
November 20, 2017
How to Recognize the Next GE, the One That’ll Slash Its DividendThere are a number of telltale signs that investors should consider before sticking with a high-paying stock.
November 17, 2017
World’s Biggest Wealth Fund Wants Out of Oil and GasThe plan would entail the fund, which controls about 1.5% of global stocks, dumping as much as $40 billion of shares.
November 13, 2017
GE’s Big Cut Is a Warning for Dividend Stock InvestorsViewing a high dividend in isolation, seizing on the attractive payout while failing to appreciate the risks that come with it, is a mistake.
November 10, 2017
Junk-Bond Rout Snowballed After Wall Street Called Late CycleThe supply is strong, and the earnings of the issuers have been weak.
November 08, 2017
Emerging Markets: Opportunities Abound, but Beware the IndexBy owning the common passive EM equity strategies, investors could be exposed to far more risk than they realize.
November 06, 2017
GMO: Don’t Blame Tech for Stocks’ OvervaluationThe so-called FAANG stocks are up 36% on average year to date through September. But there's more to the story, GMO strategists write.