Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
Morningstar Cuts ARKK Rating to Negative
By Ginger SzalaCathie Wood's flagship fund took a "wretched" 45.5% loss in the 12 months through February, strategist Robby Greengold wrote.
March 31, 2022
Liz Ann Sonders: 3 Indicators Advisors Should Watch NowThe Fed is likely to front-load rate hikes, Schwab's chief investment strategist says.
March 31, 2022
UBS, Envestnet and iCapital Launch Alternatives Exchange: Tech RoundupAlso, eMoney Advisor adds white labeling to its Incentive financial wellness app.
March 30, 2022
Christine Benz: How Retirees Should Invest to Fight InflationOlder clients may be feeling inflation's effects less than others, Morningstar's personal finance director says.
March 29, 2022
Stock Surge Is a Bear-Market Trap With Curve Inverted, BofA Warns"The worsening macro backdrop and market-unfriendly Fed make sustained U.S. equity gains unlikely," the strategists said.
March 28, 2022
11 Ways to Make the Case for Total Return StocksHere are a few key points and things to look for when advising investor clients on these investments.
March 28, 2022
Goldman, JPMorgan Strategists Say Equities Can Weather Bond RoutA growing number of money managers are betting equity indexes have already largely priced in bearish bond moves.
March 24, 2022
Size Does Matter: Why Morningstar Downgraded Fidelity ContrafundThe fund may have gotten too many assets and too focused on mega-stocks, which has affected performance.