Sentences with phrase «corporate bonds held»

The collaboration with Algomi will give the custody bank's clients the ability to make select corporate bond holdings information available anonymously on the Algomi Honeycomb network of market participants.

The strategies developed by the group help shape portfolio positioning for dedicated US Corporate Bond Portfolios, as well as the corporate bond holdings in US Core Bond Plus, Core Bond, Long, and Intermediate Bond portfolios.

We believe the Tax Reform bill is a positive for the Fund's corporate bond holdings.

Not exact matches

This is due to the fact that the reduction in private sector held government bond supply has been reduced which has shifted demand onto the corporate and muni markets.

One net result of these reforms — and there are certainly many others — has thus far been for banks to hold less Treasury securities and corporate bonds.»

And so what Marks is saying is that it does not matter if your portfolio holds a bunch of, say, «AAA» - rated corporate bonds and highly - rated government bonds like US Treasuries, which are, in theory, highly liquid assets.

These corporate fixed - income instruments pay a dividend that is taxed at a more favourable rate than regular bond interest, but you only benefit from this if they are held outside of a registered account.

Net corporate debt (corporate debt minus offshore cash and government bonds held by corporations) is actually pretty low.

For people looking for ways to boost the income of a portfolio, that has often meant casting a wider net than the traditional core holdings of U.S. Treasuries and investment grade corporate bonds.

The Federal government is expected to boost the amount it intends to borrow in the coming months, as the Treasury contends with declining tax receipts as a result of the recent corporate and personal tax cuts, as well as widening budget deficits and a Federal Reserve that is slowly reducing its own holdings of government bonds.

A CORE HOLDING FOR ANY PORTFOLIO This Fund seeks high current income and some long - term capital appreciation by investing primarily in Canadian federal and provincial government and corporate bonds, debentures and short - term notes.

Property and casualty insurance companies invest a substantial percentage of book value and policyholder «float,» which is money they hold until policy claims are paid out but do not own, in investment - grade bonds, particularly corporate bonds.

Currently holding SLXX (investment grade Corporate Bonds), IGLT (UK govt bonds) a couple of strategic bond fBonds), IGLT (UK govt bonds) a couple of strategic bond fbonds) a couple of strategic bond funds.

@Andrew Would holding short term bond funds such as IGLS UK Gilts 0 - 5 or IS15 Corporate 0 - 5 be an alternative?

Assets likely to be held by private investors include: cash in bank deposits, securities (such as shares issued by private companies, and government or corporate bonds), property, insurance policies, foreign currencies, cars, art and antiques.

Would holding short term bond funds such as IGLS UK Gilts 0 - 5 or IS15 Corporate 0 - 5 be an alternative?

And if I hold a corporate bond, there are both interest rate risk and credit risk to worry about.

Short - term high grade corporates have become relatively more attractive lately due to a number of technical factors, chief among them a one - time shift out of short - maturity corporate bonds as companies bring home cash held outside of the United States as a result of the recent tax act.

We use a relative valuation approach and will hold investment grade corporate bonds, preferred shares, and other fixed income securities in the fixed income component of the Balanced Fund.

This could possibly lead to a revived domestic corporate bond market, with institutions such as superannuation funds holding a lot of the private long term bonds.

So while low and negative interest rates across the globe has inspired flows into stocks, emerging market bonds and corporate credit in search of higher yields, keep in mind the high correlations of these assets to oil prices and the advantages of holding actual diversifiers in your portfolio to smooth the ride.

If you are holding corporate bonds, you may want to diversify those positions by adding treasury securities and municipal bonds.

The offering, which was sold as a private placement, was the largest dollar - denominated corporate bond sale since Roche Holding issued $ 16.5 billion of debt in February 2009.

Corporate bond ETFs hold the bonds issued by companies to raise capital and finance their operations.

Also funds and ETFs that hold corporate bonds and hedge by selling treasury bond futures may lose value if the spread between corporate bond yields and treasury bond yields widens.

The fund holds a minimum of 25 % allocation to mortgage - backed securities, a maximum of 20 % in high yield corporate bonds, up to 15 % allocation to bonds denominated in foreign currencies, and a 20 % cap to emerging markets.

In 1972, the top 5 per cent of the population held 66.7 per cent of the corporate stock and 93.6 per cent of state and local bonds.

Treasurys, for example, are backed by the full faith and credit of the federal government, and principal is guaranteed when held to maturity, while corporate and covered bonds have no such guarantee.

As for bonds, you want to own both government and high - quality corporate issues in a range of maturities (although, to protect yourself against the possibility of rising rates, you'll want to keep the average maturity of your overall holdings in the short - to intermediate - term range).

Another thing that you learn from the text and Figure 3 is they make strange assumptions about bond returns, essentially no risk as far as I can tell (or that everyone can buy corporate bonds with no change in interest and no default risk and spend them only at maturity), and further use this to argue that the 4 % rule «should» hold only bonds, which of course is completely contrary to how the 4 % rule was derived in the first place.

As of Feb. 9, 2017, Under Armour holds a 0.014 % weight in the S&P 500 Investment Grade Corporate Bond Index, and the apparel, accessories & luxury goods industry subsector consists of a 0.08 % weight.

The S&P U.S. Issued High Yield Corporate Bond Index had held its relatively loftier rates until recently.

Yields are also higher for the S&P U.S. Issued High Yield Corporate Bond Index than for the S&P / LSTA Leveraged Loan 100 Index (6.5 % versus 5.05 %, respectively), implying that market participants are willing to hold bank loans for less of an interest return than high - yield corporCorporate Bond Index than for the S&P / LSTA Leveraged Loan 100 Index (6.5 % versus 5.05 %, respectively), implying that market participants are willing to hold bank loans for less of an interest return than high - yield corporatecorporate debt.

CAB tracks an index with 40 % corporate bonds, while ZAG holds 30 % corporates and VAB just 20 %.

Naturally, she believes ETFs that hold high - yield corporate bonds, emerging market sovereign debt or dividend - paying stocks are all better choices for long - term investors.

Thomas would save more in taxes by using the TFSA to hold the corporate bonds, which have a higher yield and limited potential for price gains.

Four new ETFs holding high - yield bonds have appeared in the past 12 months: the BMO High Yield US Corporate Bond ETF (ZHY) was -LSB-...]

And second, if you do hold corporate bonds, a single fund such as CBO or XCB will be more manageable and less expensive in the long run than building a ladder with these ETFs.

Cunningham recommends using RBC's family of target - maturity corporate bond ETFs (ticker symbols RQA to RQI): each one holds 25 or more bonds that mature in a given year.

For example, Claymore's 1 - 5 Year Laddered Government Bond (TSX: CLF) is cheaper than the iShares Short - Term Bond (TSX: XSB), but the former holds only government bonds, while the latter also includes corporate bonds.

The yield of the S&P Japan Corporate Bond Index held up relatively well; it only tightened 16 bps YTD as of Sept. 26, 2016, to 0.22 %.

I can use the formula above to calculate the breakeven tax rate — the rate at which an investor is indifferent, after tax, between holding corporate or muni bonds.

The investor should hold a portfolio of no more than six core asset classes, namely domestic equities, emerging market equities, international equities, government fixed income, corporate bonds and real estate.

Finally, the fund's domestic bond holdings were embodied by the iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD; 5 %) and iShares TIPS Bond ETF (TIP; 5bond holdings were embodied by the iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD; 5 %) and iShares TIPS Bond ETF (TIP; 5Bond ETF (LQD; 5 %) and iShares TIPS Bond ETF (TIP; 5Bond ETF (TIP; 5 %).

Given the relatively small increase in return, wouldn't you be better off keeping that risk diversified in the money market account which likely holds primarily federal government bonds and AAA rated corporate bonds?

The equivalent positions in the iShares 1 - 3 Year Treasury Bond ETF (SHY) and iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD; 5.4 %) represented the fixed - income holdings of the fund.

Roughly 50 % of its portfolio is invested in stocks, while the other half is held in convertible securities, corporate and government bonds, foreign securities as well as derivatives.

Example: You invest in a mutual fund that holds corporate bonds.

The majority of the fund's holdings are corporate bonds, although it may hold other types of bonds or stocks.

Broadly diversified in nearly 300 bonds per fund and with expense ratios of.24 %, BulletShares are an excellent way to hold a broad base of corporate bonds.