Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
November's Dream Rally A Nightmare For Some Traders
By Ben WarwickFor stock market bears, last month's blistering equity performance was like a B-movie monster that just won't die. Although crude oil closed at five month lows, energy stocks managed a gain. Bond prices rose as well, even though GDP estimates were revised higher. And despite inflation and other concerns, consumer...
November 18, 2005
The Microcap Universe ExpandsUntil recently, investors who wanted to own shares of the smallest U.S. companies through exchange-traded funds had no options. But since September, they've had three. Although they all focus on very small stocks, the new offerings -- the iShares Russell Microcap Index Fund (IWC), the First Trust Dow Jones Select...
November 11, 2005
More American Households Own StocksOne-third of all Americans own equities directly or through mutual funds
November 01, 2005
Rebalancing Gets More Attractive as Stocks-Bonds Correlation LowersStock and bond price co-movements appeared to decouple a few years ago, which exacerbated an already decades-old trend. Although the two asset classes don't move in perfect lockstep--one falls while the other rises, and vice versa--it seems that correlations are much lower than they have been.
November 01, 2005
Mid-Cap Value Funds Tap Rich VeinMid-cap stocks enjoy the best of both worlds: They possess the strong liquidity and well-established businesses of large-cap companies, and the high growth potential and...
October 01, 2005
Large Cap or Small?When it comes to stocks, size matters. Since 1999, the small-cap Russell 2000 index returned nearly 60%, while its large-cap counterpart--the Russell 1000--has managed only...