Sentences with phrase «global income portfolios»

The focus of the Schroders Value Team on valuation means that both our UK and Global Income portfolios are positioned very differently from most other income funds.

Not exact matches

Higher income consumers are also expected to rein in spending after seeing their stock portfolios oscillate, due to the turmoil in the global stock markets following the devaluation of the Chinese yuan and the Federal Reserve's decision to hold off raising interest rates.

Moderate income model portfolio: 3 % Bloomberg Barclays 1 — 3 Month Treasury Bill Index, 19 % Bloomberg Barclays U.S. Aggregate Bond Index (1 — 3Y), 30 % Bloomberg Barclays U.S. Aggregate Bond Index (5 — 7Y), 7 % Bloomberg Barclays U.S. Aggregate Bond Index (10 + Y), 6 % Bloomberg Barclays U.S. Corporate High Yield Bond Index, 5 % JPM GBI Global ex. - U.S. Index, 5 % JPM EMBI Global Index, 12 % S&P 500 Index, 2 % Russell Midcap ® Index, 2 % Russell 2000 ® Index, 4 % MSCI EAFE Index (USD), 5 % FTSE EPRA / NAREIT Developed Index.

Moderate Growth and Income Four Asset Group model portfolio without private capital: 3 % Bloomberg Barclays 1 — 3 Month Treasury Bill Index, 11 % Bloomberg Barclays U.S. Aggregate Bond Index (5 — 7Y), 6 % Bloomberg Barclays U.S. Aggregate Bond Index (10 + Y), 6 % Bloomberg Barclays U.S. Corporate High Yield Bond Index, 3 % JPM GBI Global ex. - U.S. Index, 5 % JPM EMBI Global Index, 20 % S&P 500 Index, 8 % Russell Midcap ® Index, 6 % Russell 2000 ® Index, 5 % MSCI EAFE Index (USD), 5 % MSCI EM Index (USD), 5 % FTSE EPRA / NAREIT Developed Index, 2 % Bloomberg Commodity Index, 3 % HFRI Relative Value Index, 6 % HFRI Macro Index, 4 % HFRI Event - Driven Index, 2 % HFRI Equity Hedge Index.

iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.

His experience in global equities and fixed income portfolio management has permitted him to develop an extensive knowledge of investing and financial planning.

To help evaluate your strategic portfolio positioning, develop your investment ideas, and identify potential gaps and opportunities, Global Fixed Income Research provides top down information on:

Dr. Michael Hasenstab, Executive Vice President, Portfolio Manager, Chief Investment Officer, Templeton Global Macro Group, outlines Franklin Templeton's pioneering path in global fixed income inveGlobal Macro Group, outlines Franklin Templeton's pioneering path in global fixed income inveglobal fixed income investing.

She previously served as co - head and senior portfolio manager in charge of the Montgomery fixed - income division at Wells Capital Management; a senior bond strategist at Goldman Sachs; and managing director responsible for the global fixed - income research and economics department at Credit Suisse First Boston.

2015.01.26 RBC Global Asset Management Inc. announces new RBC conservative growth & income fund RBC Global Asset Management Inc. (RBC GAM Inc.) today announced the launch of RBC Conservative Growth & Income Fund, a portfolio of mutual funds that is built from award - winning fixed income and equity income expertise and combines the strength of RBC Funds, PH&N Funds and BlueBay Fuincome fund RBC Global Asset Management Inc. (RBC GAM Inc.) today announced the launch of RBC Conservative Growth & Income Fund, a portfolio of mutual funds that is built from award - winning fixed income and equity income expertise and combines the strength of RBC Funds, PH&N Funds and BlueBay FuIncome Fund, a portfolio of mutual funds that is built from award - winning fixed income and equity income expertise and combines the strength of RBC Funds, PH&N Funds and BlueBay Fuincome and equity income expertise and combines the strength of RBC Funds, PH&N Funds and BlueBay Fuincome expertise and combines the strength of RBC Funds, PH&N Funds and BlueBay Funds...

His responsibilities include working closely with the Global Chief Investment Officer of Fixed Income and the global fixed income portfolio teams to develop BlackRock's strategic and tactical views on sector allocation within fixed income, currencies and commodGlobal Chief Investment Officer of Fixed Income and the global fixed income portfolio teams to develop BlackRock's strategic and tactical views on sector allocation within fixed income, currencies and commodIncome and the global fixed income portfolio teams to develop BlackRock's strategic and tactical views on sector allocation within fixed income, currencies and commodglobal fixed income portfolio teams to develop BlackRock's strategic and tactical views on sector allocation within fixed income, currencies and commodincome portfolio teams to develop BlackRock's strategic and tactical views on sector allocation within fixed income, currencies and commodincome, currencies and commodities.

Mr. Rieder is the lead portfolio manager of BlackRock's Multi-sector funds including Strategic Income Opportunities Fund (BSIIX), Total Return Fund (MAHQX), Core Bond Fund (BFMCX) and also the Strategic Global Bond Fund (MAWIX).

John Stopford, portfolio manager of the Investec GSF Global Strategic Income Fund and co-head of the Investec multi-asset team, says 2014 may be a difficult year for corporate credit and a modest one for emerging markets debt, «but there may be an attractive long - term buying opportunity later in the year.»

By Eric Stein, CFA, Co-Director of Global Income, Eaton Vance and Andrew Szczurowski, CFA, Portfolio Manager, Global Income Group, Eaton Vance

In this workshop, Brandywine Global, who has been managing index - agnostic global fixed income portfolios since 1992, explains how an unconstrained global fixed income strategy can generate absolute returns over market cycles by identifying opportunities through country, currency, duration, and sector management stratGlobal, who has been managing index - agnostic global fixed income portfolios since 1992, explains how an unconstrained global fixed income strategy can generate absolute returns over market cycles by identifying opportunities through country, currency, duration, and sector management stratglobal fixed income portfolios since 1992, explains how an unconstrained global fixed income strategy can generate absolute returns over market cycles by identifying opportunities through country, currency, duration, and sector management stratglobal fixed income strategy can generate absolute returns over market cycles by identifying opportunities through country, currency, duration, and sector management strategies.

Diana Amoa, fixed income portfolio manager at JPMorgan Asset Management, and Ralf Preusser, global head of rates at Bank of America Merrill Lynch,...

In 2004, she joined the global fixed income team as a currency portfolio manager where she has successfully managed absolute return funds (multi-strategies and currencies) and global bond funds.

There are new offerings, like Calvert Foundation's Women Investing in Women Initiative for fixed income and the PAX Ellevate Global Women's Index Fund or Morgan Stanley's Parity Portfolio for public equities, and initiatives like The Women Effect bringing a new community together to accelerate deployment of interested capital into gender - lens investment opportunities.

As a member of the Fixed Income team, he manages the firm's US and non-US inflation - adjusted, strategic income, global total return and global government portfIncome team, he manages the firm's US and non-US inflation - adjusted, strategic income, global total return and global government portfincome, global total return and global government portfolios.

On the heels of that decision by the FOMC, the Federal Reserve's policymaking body, Morgan Stanley Wealth Management's Global Investment Committee (GIC) recommended that investors position their portfolios to overweight equities and underweight fixed income, or bonds.

William Kohli, Michael V. Salm, and Paul D. Scanlon, CFAMichael J. AtkinMatthew F. BeaudryMike DullaghanMichael P. Wands, CFAMichael V. SalmChristian J. Galipeau and Brendan T. Murray, Senior Investment Directors; Seamus S. Young, CFA, Investment DirectorPaul D. ScanlonPutnam Global Asset Allocation TeamPutnam InvestmentsPutnam Tax Exempt Fixed Income TeamPutnam Portfolio ManagersRobert J. Costello III, CFARobert L. ReynoldsRobert L. SalvinMichael V. Salm, Co-Head of Fixed Income, and Brett S. Kozlowski, CFASarah A. MarshallPaul D. Scanlon, CFA, Co-Head of Fixed Income T.L. Tsang, CFA, AnalystSimon DavisSeamus S. Young, CFAShep PerkinsRobert L. Davis, CFA, Analyst, and Simon DavisVivek GandhiWalter D. ScullyIzzet Yildiz, Ph.D., Analyst Michael J. Atkin, Portfolio Manager Jo Anne Ferullo, Senior Investment Director

Oakmark, Oakmark Equity & Income, Oakmark Global, Oakmark International Funds and Oakmark International Small Cap: The Funds» portfolios tend to be invested in a relatively small number of stocks.

From a global income - oriented solution to a global equity solution, there is a Franklin Quotential Portfolio to meet a wide range of investor goals and risk tolerances.

As of 09/30/17, General Motors represented 1.5 % of Oakmark, 5.1 % of Oakmark Equity & Income; and, 4.3 % of Oakmark Global Fund's portfolio of net assets.

Michael Fredericks, Managing Director, is head of Income Investing for the BlackRock Multi-Asset Strategies group and lead portfolio manager of the Multi-Asset Income, Managed Income, Global Multi-Asset Income and Dynamic High Income Funds.

Both Virtus and WisdomTree placed a bet on the space in May with their new funds that give the portfolio managers wide latitude to invest across nearly all areas of the global fixed income market on a long and short basis.

He is a Portfolio Manager of Putnam Diversified Income Trust, Putnam Emerging Markets Income Fund, Putnam Global Income Trust, Putnam Master Intermediate Income Trust, and Putnam Premier Income Trust.

Thanks to lackluster global growth, and rock - bottom interest rates in the United States — and even negative rates in other parts of the world — investors face the choice of either accepting lower income or increasing risk in their bond portfolios in the search for yield.

by John Butler, Global Bond Strategist; Toby Johnston, Global Bond Strategist; George Christou, Currency Strategist; Campe Goodman, CFA, Fixed Income Portfolio Manager

While most core bond funds invest exclusively in U.S. fixed income, the Fund uses a core allocation to global government bonds that the portfolio managers believe are high - quality based on their proprietary research.

An example: the TD Comfort Balanced Portfolio places 55 % in a fixed - income fund and divides the other 45 % among four Canadian and global equity funds, all for a combined fee of less than 2 %.

In addition, Mr. Welsh is responsible for the high yield portion of Oppenheimer Global Strategic Income Fund and co-manages several institutional portfolios that invest in high yield syndicated corporate loans.

When taken with the changeability of global economic conditions and market movements, it becomes clear that taking a long - term view to your fixed - income investments (and remembering their role in your portfolio) is a good way to maintain perspective in the face of short - term pressures.

It adopts a Core - Plus investment approach whereby a core portfolio comprised of Australian investment grade bonds is complemented by investments in a diverse range of global and domestic fixed income securities.

Renaissance Optimal Income Portfolio seeks to generate income by investing primarily in units of Canadian and global mutual Income Portfolio seeks to generate income by investing primarily in units of Canadian and global mutual income by investing primarily in units of Canadian and global mutual funds.

Position Disclosures: Dividend Portfolio Stocks — Long AAAMP Global Value Portfolio — None AAAMP Retirement Growth & Income Portfolio — Long AAAMP Treasure Trove Twelve Portfolio — Long

Portfolio Position Disclosures: DVB Portfolio Stocks: Long AAAMP Global Value Portfolio: None AAAMP Retirement Growth & Income Portfolio: Long AAAMP Treasure Trove Twelve Portfolio: Long

Andrew Szczurowski is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance's global income team.

That portfolio could include a great value style global mutual fund such as DFA Global Equity Portfolio F (MER 0.55 %), a great dividend mutual fund such as Purpose Core Dividend Fund (MER 0.55 %), a great global bond fund such as PIMCO Income Fund Class D (MER: 0.79 %), a great global small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MERportfolio could include a great value style global mutual fund such as DFA Global Equity Portfolio F (MER 0.55 %), a great dividend mutual fund such as Purpose Core Dividend Fund (MER 0.55 %), a great global bond fund such as PIMCO Income Fund Class D (MER: 0.79 %), a great global small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.global mutual fund such as DFA Global Equity Portfolio F (MER 0.55 %), a great dividend mutual fund such as Purpose Core Dividend Fund (MER 0.55 %), a great global bond fund such as PIMCO Income Fund Class D (MER: 0.79 %), a great global small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.Global Equity Portfolio F (MER 0.55 %), a great dividend mutual fund such as Purpose Core Dividend Fund (MER 0.55 %), a great global bond fund such as PIMCO Income Fund Class D (MER: 0.79 %), a great global small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MERPortfolio F (MER 0.55 %), a great dividend mutual fund such as Purpose Core Dividend Fund (MER 0.55 %), a great global bond fund such as PIMCO Income Fund Class D (MER: 0.79 %), a great global small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.global bond fund such as PIMCO Income Fund Class D (MER: 0.79 %), a great global small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.global small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.Global Portfolio Series F (MERPortfolio Series F (MER 0.95 %).

In addition, he is a portfolio manager of Putnam Absolute Return 100 Fund ®, Putnam Diversified Income Trust, Putnam Emerging Markets Income Fund, Putnam Fixed Income Absolute Return Fund, Putnam Global Income Trust, Putnam Master Intermediate Income Trust, and Putnam Premier Income Trust.

On a look - through basis our investors get a highly discounted income oriented global balanced portfolio.

Templeton Foreign Smaller Companies Fund (FINEX), Templeton Global Balanced Fund (TAGBX) and Templeton Global Opportunities Trust (TEGOX) have each added the ability to «sell (write) exchange traded and over-the-counter equity put and call options on individual securities held in its portfolio in an amount up to 10 % of its net assets to generate additional income for the Fund.»

Roughly 75 % of the income in a typical 60 - 40 portfolio of global equities and bonds now comes from stocks.

Before that, Neil was a portfolio manager for the Newton Investment Group's Global Fixed Income team, where he managed a broad range of multicurrency global fixed income portfGlobal Fixed Income team, where he managed a broad range of multicurrency global fixed income portfIncome team, where he managed a broad range of multicurrency global fixed income portfglobal fixed income portfincome portfolios.

John Baur is a vice president of Eaton Vance Management, director of global portfolio analysis and portfolio manager on Eaton Vance's global income team.

Prior to joining Wellington Management in 2003, Joe was a senior portfolio manager and head of US Fixed Income at State Street Global Advisors, working on a wide range of fixed income portfolios, including those concentrating on total return, mortgage - backed securities, non-dollar bonds, and investment grade credit (1996 — Income at State Street Global Advisors, working on a wide range of fixed income portfolios, including those concentrating on total return, mortgage - backed securities, non-dollar bonds, and investment grade credit (1996 — income portfolios, including those concentrating on total return, mortgage - backed securities, non-dollar bonds, and investment grade credit (1996 — 2003).

Justin Bourgette is a vice president of Eaton Vance Management and a portfolio manager on Eaton Vance's global income team.

Position Disclosures: DVB Portfolio Stocks — Long AAAMP Global Value Portfolio — Long AAAMP Retirement Growth & Income Portfolio — Long AAAMP Treasure Trove Twelve Portfolio — Long

Position Disclosures: Dividend Portfolio Stocks — None AAAMP Global Value Portfolio — None AAAMP Dividend Growth & Income Portfolio — None AAAMP Treasure Trove Twelve Portfolio — Long

He is responsible for buy and sell decisions, portfolio construction and risk management for t he firm's global income strategies.