Sentences with phrase «emerging markets investment trust»

Carlos Hardenberg, who was lead manager for the flagship Templeton Emerging Markets Investment Trust, and Greg Konieczny, former manager of Romanian...

Not exact matches

When market conditions favor wider diversification in the view of Hussman Strategic Advisors, Inc., the Fund's investment manager, the Fund may invest up to 30 % of its net assets in securities outside of the U.S. fixed - income market, such as utility and other energy - related stocks, precious metals and mining stocks, shares of real estate investment trusts («REITs»), shares of exchange - traded funds («ETFs») and other similar instruments, and foreign government debt securities, including debt issued by governments of emerging market countries.

Stocks in Standard & Poor's 500 index — up 14.8 percent; socially responsible stocks — up 14.9 percent; smaller U.S. stocks — up 28.3 percent; emerging markets — up 16.1 percent; total international stocks (counting stocks in both the developed and emerging countries)-- up 9.6 percent; total U.S. stocks (both large and small companies)-- up 17.2 percent; and Real Estate Investment Trusts — up 28 percent.

On the equity side, consider real estate investment trusts (REITs) emerging markets, small - cap stocks and value stocks, while real - return bonds are a good addition to the fixed - income side.

You can diversify your portfolio by investing in U.S. stocks, international stocks, bonds, real estate investment trusts (REITs), or emerging markets for example.

In addition to investing in foreign and emerging markets, asset allocation funds may be invested in: (1) exchange - traded funds; (2) futures, options and other derivatives; (3) non-investment grade securities; (4) precious metals and minerals companies; (5) real estate investment trusts; and (6) money market instruments.

The BMO Monthly Income ETF (ZMI) is a portfolio of 10 other high - yield exchange - traded funds, covering real estate investment trusts (REITs), corporate bonds (both investment grade and junk), emerging market bonds, and dividend - paying stocks.

More about Nontraditional Sources of Income Nontraditional sources of income — such as real estate investment trusts (REITs), emerging market debt, bank loans, master limited partnerships (MLPs), and preferred stock — not only may provide additional opportunities for diversification, but may offer a way to capture yield

Changes include slightly increased exposure to emerging market (EM) equities and real estate investment trusts, and reduced exposure to high yield.

As noted in the table (which identifies it as Portfolio 2), this is made up of equal parts of 10 important asset classes: the S&P 500, U.S. large - cap value, U.S. small - cap blend, U.S. small - cap value, U.S. real estate investment trusts, international large - cap blend, international large - cap value, international small - cap blend, international small - cap value and emerging markets stocks.

Meitav Dash Investments Ltd Buys iShares Core S&P 500, PowerShares QQQ Trust Series 1, SPDR Select Sector Fund - Financial, Sells iShares MSCI Emerging Index Fund, Vanguard FTSE Emerging Markets, Gazit - Globe

EMD: Emerging Markets Debt REITs: Real Estate Investment Trust ILBs: Inflation - Linked Bonds MBS: Mortgage - Backed Securities TIPS: Treasury Inflation Protected Securities The example presented is for illustrative purposes and reflects the current opinions of Wellington Management Global Multi-Asset StrategiesSM team as of the date appearing in this material only.

-- The v best times to invest in emerging / frontier markets are invariably also the times when closed - end funds / investment trusts trade at the widest discounts.

Genesis Emerging Markets Fund (GSS: LN), JPMorgan Emerging Markets IT (JMG: LN) & Advance Developing Markets Fund (ADMF: LN) are equally worthy of consideration (plus Murray International Trust (MYI: LN) & Investment AB Kinnevik (KINVB: SS), both with a substantial emerging markets weiEmerging Markets Fund (GSS: LN), JPMorgan Emerging Markets IT (JMG: LN) & Advance Developing Markets Fund (ADMF: LN) are equally worthy of consideration (plus Murray International Trust (MYI: LN) & Investment AB Kinnevik (KINVB: SS), both with a substantial emerging markets weigMarkets Fund (GSS: LN), JPMorgan Emerging Markets IT (JMG: LN) & Advance Developing Markets Fund (ADMF: LN) are equally worthy of consideration (plus Murray International Trust (MYI: LN) & Investment AB Kinnevik (KINVB: SS), both with a substantial emerging markets weiEmerging Markets IT (JMG: LN) & Advance Developing Markets Fund (ADMF: LN) are equally worthy of consideration (plus Murray International Trust (MYI: LN) & Investment AB Kinnevik (KINVB: SS), both with a substantial emerging markets weigMarkets IT (JMG: LN) & Advance Developing Markets Fund (ADMF: LN) are equally worthy of consideration (plus Murray International Trust (MYI: LN) & Investment AB Kinnevik (KINVB: SS), both with a substantial emerging markets weigMarkets Fund (ADMF: LN) are equally worthy of consideration (plus Murray International Trust (MYI: LN) & Investment AB Kinnevik (KINVB: SS), both with a substantial emerging markets weiemerging markets weigmarkets weighting).

In allocating HMA's portfolio, Landry selects the top ranked global asset classes, out of a current universe of 16; which include in part, Canadian and U.S. equities, emerging market equities, U.S. and Canadian bonds, real estate investment trusts, and gold.

Kotak Balance (Apr. 15, 2008), Kotak Monthly Income Plan (Apr. 15,» 08), Kotak Bond (Regular Plan)(Apr. 15,» 08), Kotak Gilt Investment (Regular & PF - Trust)(Apr. 15,» 08), Kotak Global Emerging Market Fund (Apr. 15,» 08), Kotak Equity Savings Fund (Oct. 13,» 14), Kotak Gold ETF (Jul. 27,» 07), Kotak Gold Fund (Mar. 25,» 11) Business Experience Mr. Abhishek has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes.

Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, small - capitalization securities, and commodities.

The IFA Indexes Times Series Construction goes back to January 1928 and consistently reflects a tilt towards small cap and value equities over time, with an increasing diversification to international markets, emerging markets and real estate investment trusts as data became available.

Each set portfolio usually includes core asset categories that include investment - grade bonds, stocks (Canadian, U.S. and global) and sometimes also other asset categories such as real estate investment trusts, emerging markets equities and high - yield bonds.

He recommends that investors have 30 % of their funds in U.S. stocks, 15 % in Treasury bonds, 15 % in Treasury Inflation - Protected Securities, 15 % in Real Estate Investment Trusts, 15 % in foreign developed market equities, and 10 % in emerging market equities.

At first sight, this seemed a done deal, given the CJEU's existing case - law holding dividend withholding taxes contrary to that provision in the event comparable domestic situations were exempted from such a tax, as cases like C ‑ 379 / 05 Amurta (from one Member State to another), [4] C ‑ 521 / 07 Commission v. Netherlands [5](from a Member State to EEA - countries [6]-RRB-, C ‑ 190 / 12 Emerging Markets Series of DFA Investment Trust Company (from a Member State to third countries) show.