Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
September 01, 2005
Outside the BoxEquity managers are commonly hired to represent a particular "style" box that limits them to picking stocks with certain characteristics, like small-cap value or large-cap...
August 26, 2005
Fund in Focus: George Putnam Fund of BostonJeanne L. Mockard, lead manager since April 2000 S&P Rank: 3 Stars Venerable Fund Sticks To Its Knitting
August 22, 2005
Trades Contributed To MassMutual CEOs Downfall: ReportMassMutual's board terminated the company's CEO in June in part because he allegedly made unauthorized trades in a shadow retirement account, according to a ...
August 01, 2005
Small-Cap Growth Still Packing a PunchLately it seems that investors are anxiously awaiting a shift from small-cap stocks to the larger caps, and from value stocks to growth. Growth investing,...
July 01, 2005
Forces of NatureCan a global resources fund be right for some of your clients? While the mere mention of digging for oil, copper, coal, or gold makes...
June 28, 2005
Fund in Focus: AXP Threadneedle Global EquityDominic Rossi, lead manager since October 2003 S&P Rank: 3 Stars New Management Is Making Strides
June 27, 2005
How to Play a Revival in Large CapsStandard & Poor's had been forecasting that large-cap stocks would begin leading the market some time this year, and they were starting to do just...
June 01, 2005
Global Funds Exhibit LatitudeUnlike international stock funds, global equity funds can invest in the U.S. markets, which can often provide them with protection from the volatility and uncertainty...
May 01, 2005
The Case for Mid-Cap GrowthMid-cap growth stocks tend to provide higher growth rates and lower valuations than larger-cap equities, while enjoying less volatility and more liquidity than their smaller-cap...
May 01, 2005
Behind the Numbers, with Gary ShillingEconomist and advisor Gary Shilling has never been afraid to chart his own course, as this month's allocation aptly demonstrates. "I think we're looking at...