Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
Should You Hoard Cash Before the Election?
By Bernice NapachGary Shilling suggests cash allocations of 30% to 50%; S&P's Sam Stovall says holding cash makes sense. But there are less dramatic ways to speculate.
August 01, 2016
Kleintop: Why Brexit, Terror and a Coup Attempt Aren't Stopping Global StocksAmid myriad geopolitical risks, earnings expectations are rising, Schwab's Jeffrey Kleintop writes.
August 01, 2016
The Real Reason Stocks Are Rising: Searching for Alpha for August 2016Is it fundamentals? No. Is it politics? No. What about momentum? Bingo.
July 20, 2016
Bob Doll Judges His 10 Predictions for 2016What the Nuveen strategist got right in his yearly outlook, what he got wrong and the predictions that are too early to call.
July 18, 2016
Stock Market Rally Won’t Last, Goldman WarnsGoldman strategists caution investors that the risk-on mantra that has prevailed since immediately after the Brexit vote can reverse quickly.
July 15, 2016
Kleintop: 3 Reasons to Stay Globally DiversifiedInvestors who retrench after the Brexit vote could miss out on the next "investing megatrend," Schwab strategist Jeffrey Kleintop says.
July 15, 2016
Emerging Market Stocks Head for Best Week in 4 Months on China DataThe MSCI Emerging Markets Index is approaching an eight-month high, led by telecom and consumer discretionary stocks.
July 14, 2016
World’s Top Investors Ring Alarm as Markets Reach New HighsThey include BlackRock's Larry Fink, Doubleline Capital's Jeff Gundlach and Janus Capital's Bill Gross.