Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
Trading by the Calendar
By Ben WarwickThe January Effect is the Elvis of the investment management world. Some think it's still alive (and working in a convenience store in Des Moines);...
December 01, 2005
November's Dream Rally A Nightmare For Some TradersFor 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...
December 01, 2005
Behind the Numbers, with Mark kellerThe chief investment officer of A.G. Edwards thinks that stocks have become the forgotten asset class. "We think investors are better off, from a total...
November 22, 2005
Looking for Non-Correlative Assets?Eastern European Equity Fund may be worthy of closer look
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.