Sentences with phrase «return expectations»

The total return expectation for owning high yield bonds today is negative.

The other factor is long - term return expectations.

The planning experts also make it clear in their guidelines that it is appropriate to reduce return expectations by all associated fees.

For them, the long - term real return expectation might be something like 1 %.

A review of the historical data shows why long - term investors should look to long - term averages when setting return expectations.

However, return expectations on small - cap securities are mixed, as conventional wisdom dictates that small - cap securities require more capital, and therefore higher borrowing costs, for growth.

Therefore, an earnings yield that falls within that range (i.e. a P / E ratio of 15) represents an average return expectation with anything less being unacceptable.

Moreover, risk attitudes and returns expectations in the private sector have improved.

There are high return expectations for most of the indices.

But regardless of what your risk - adjusted return expectations are, the first rule of economics can not be denied: there is no free lunch.

The next step after defining your reasons for trading is developing realistic return expectations.

To make that comparison, you want to stack your mortgage interest rate against your long - term investment return expectations.

Rather, market valuation should help you adjust your future return expectations.

This comes from a 4 % real equity return and a 1 % real bond return expectation.

If return expectations are not constant, risk is not constant.

These investors can potentially boost their returns by rebalancing, since the stocks should have similar return expectations.

I don't see such encouragement as being justified by the realities, even if the 4 percent return expectation is not out of line.

Equity and debt return expectations do not imply changes in corporate capital structure or dividend policy.

The arithmetic of total returns simply doesn't support substantially stronger return expectations.

So with inflation at 2 %, which closer to where we are today, a more reasonable nominal return expectation ought to be 8.4 % going forward.

Many pensions will be forced to reduce return expectations, reduce benefit payments, or force municipalities to cut other government services.

It would be ideal if two asset classes had positive real returns expectations and consistent negative return correlation with each other.

We know that large amounts of assets necessarily reduce a fund's investment universe and, consequently, must reduce that fund's long - term return expectations.

Based on those consensus estimates and assuming that Southern Company would trade at a reasonable P / E ratio of 15 out to fiscal year - end 2018, I came up with a total annual rate of return expectation of 5.22 %.

In a world of low return expectations from traditional asset classes, real assets can play an important role in institutional...

«U.S. investors dialed back their total return expectations for real estate from 8.7 percent last year to 7.4 percent for this year.

New Delhi: US investment bank Morgan Stanley said on Thursday that lower return expectations from the Indian stock market are due to persistent...

Fixed income is less attractive at higher correlations, particularly after accounting for low forward return expectations.

The New York State Pension Fund, and the taxpayers who have to backstop it, have lost billions of dollars because Tom DiNapoli made risky investments on Wall Street in an attempt to meet an unrealistic return expectation that any private sector money manager in America — except maybe Bernie Madoff — would know is a fallacy.»

Stock Market Expectations and Trading Behavior», Christoph Merkle and Martin Weber compare quarterly risk and return expectation survey responses to actual trading data and portfolio holdings for a group of self - directed individual UK investors.

Using these «more realistic» return expectations also means «individuals should save more for their retirement to avoid a larger - than - expected drop in their retirement lifestyles,» write the report's co-authors, Richard Guay and Laurence Allaire Jean.

Given our subdued return expectation, we would not be surprised to see volatility rebound down the road.

Every year, a quantitative group within Franklin Templeton Multi-Asset Solutions reviews the data and themes driving capital markets in order to build asset return expectations for different asset classes for the next five to 10 years.

To the extent correlations rise as monetary conditions normalize, with all else being equal, that would suggest a more modest allocation to traditional fixed income, even if return expectations remain constant.

«We tend to triangulate valuations using a number of different methodoligies that give us a range of asymmetric return expectations appropriate for the opportunity» Christopher Begg

Calper's resultant return expectation has been lowered by 0.5 % to 6.5 % to reflect the more conservative asset allocation, leaving their funded status at an unimpressive 68 %.

«Today's low return expectations make building an ultra-low-cost, diversified core more important than ever, as costs accumulate over time, eroding a portfolio's total return.»

Note that on the basis of this measure, expected 12 - year S&P 500 total returns associated with current valuation levels are negative, and even if one was to shift the blue line up somewhat closer to the red line in recent years, the associated return expectation would still be close to zero (which is what I actually expect based on MarketCap / GVA and other historically reliable measures).

As you might expect, our forward - looking return expectations for the FTSE RAFI Emerging Markets Index — and its derivations — remain significantly higher than our forecasts for the cap - weighted MSCI EM Index.

The above projections of the total stock return components can now be summed up to arrive at a total stock return expectation of 4.9 % (i.e., 1.6 % +2 % +2.4 % -1.1 %) going forward.

The Taxometer is a free tool that combines your W - 4 with your next tax return by estimating the correct number of allowances based on your tax return expectations.

They either require perpetually recurring changes in profitability to keep previous return expectations intact or they necessarily compress future returns.

The team undertakes intensive proprietary research to determine its view of a given company's business model and set return expectations against the broad market view.

Stakeholders include the eventual pension beneficiaries, the pension sponsor that officially owns the assets, the future shareholders and taxpayers who are impacted if returns fail to match the pension return expectations, and so forth.

Reducing return expectations creates the political problem of increasing the extent to which they are underfunded.

Therefore, negative return expectations in the future, as implied by a backwardated curve, are considered by some to be an abnormal market condition.

Therefore return expectations are lower, especially in eras of lower interest rates, where banks are seen to be money making machines.

Bill Clinton followed this anthem into the White House 20 - plus years ago, at the start of an era that brought us commercialization of the World Wide Web, rapid productivity growth, and a historic bull market.1 The song also seems fitting as we kick off another new year, contemplate another Clinton presidential campaign, and develop our capital market return expectations following another long bull market.