Sentences with phrase «us bond asset»

«You're putting a tremendous amount of issuance into the marketplace,» says Rick Rieder who oversees BlackRock's $ 1.7 trillion in bond assets.

Here's the Financial Samurai stocks and bonds asset allocation model, which is appropriate for folks who build multiple income streams and get out of the rate race sooner due to an aggressive accumulation of capital.

iShares Intermediate Credit Bond Assets: $ 6.3 billion Expense ratio: 0.20 percent 1 - month return though 8/20: 0.30 percent

iShares 7 - 10 Year Treasury Bond Assets: $ 7.2 billion Expense ratio: 0.15 percent 1 - month return though 8/20: 2.4 percent 2.

Vanguard Intermediate Term Bond Assets: $ 6.2 billion Expense ratio: 0.10 percent 1 - month return though 8/20: 1.3 percent

The «can I sleep well at night» test is the same one my husband and I use to determine our stock / bond asset allocation.

These portfolios primarily invest in U.S. high - income debt securities where at least 65 % or more of bond assets are not rated or are rated by a major agency such as Standard & Poor's or Moody's at the level of BB (considered speculative for taxable bonds) and below.

«Britain's generous defined benefit pensions have plumbed further depths during August, reaching another record - breaking deficit of # 459.4 bn as the scramble for bond assets and the interest rate cut sent their liabilities soaring -LSB-...]

Regardless of your age, if you are extremely risk averse and can not tolerate drops in your portfolio value, you may want a greater percentage in fixed / bond assets and a lesser percent in stocks.

During his consulting career, he led the Vancouver investment practice of a multinational actuarial consulting firm providing advice on investment strategy, including the matching of bond assets with liabilities.

Given that our crystal balls are opaque for predicting interest rates, I thought it would be interesting to continue my interview with two financial advisors about managing interest rate risk in the municipal bond asset class.

Much as I like analyzing the insurance industry, I'm better at managing broad market equity and bond assets.

Municipal bond assets under management figure includes U.S. retail municipal bond fund assets and separately managed accounts.

Today, we're one of the largest municipal bond fund managers in the nation1, and have more than $ 71 billion in municipal bond assets under management.2

Bench - marking against a balance fund such as the Vanguard Balanced Fund (VBINX) provides a more accurate assessment of a strategy's performance against a mixed stock / bond asset allocation strategy.

Within the US bond asset class are two investments: aggregate US bonds and inflation protected bonds.

Fund outflows in the municipal bond asset class, in part driven by the Detroit bankruptcy, pushed municipal bond performance down in July according to the S&P National AMT - Free Municipal Bond Index.

For most of the last decade, active management has underperformed in most stock and bond asset classes, with only a handful of managers beating their benchmark.

Since you have decided that you want to have a 20 % bond asset allocation, then your bonds would fill in the range from 80 % to 100 %.

If your asset allocation and / or taxable versus retirement asset proportions were different and your equities do not entirely fill your Roth accounts, then you would fill the remainder of your Roth accounts with your bond assets rather than your cash assets.

If your particular asset allocation would me that any cash or bond assets would be held in your taxable accounts, the assets should be cash assets, because their taxable yields are usually lower than bonds.

Be wary of traditional bond or CLO / CDO managers (who often tout themselves as alternative), or any type of bond assets under management.

Let's say «Tom» allocated a large amount of capital in some fund's (it's TIAA - CREF, actually) bond assets.

That is a simple way for bond managers at banks, insurance companies, pension funds and endowments to manage their bond assets.

At the risk of oversimplifying a complex analysis, Siegel's bottom line is that while there are not enough younger generation Americans to absorb the Boomers stock and bond assets at current prices, investors in emerging countries, like China and India, will more than make up for that and will end up buying the Baby Boomer's paper assets as the Boomers sell them off to fund their retirements.

First lets look at what Vanguard projects a simple 50 % stock / 50 % bond asset allocation will return for investors who save 6 % of their annual salary until retirement.

In addition, after introducing international bonds to the portfolio for the first time in mid-2013, the firm is also boosting the international sleeve of its TDFs» bond assets, from 20 % to 30 %.

Horter Investment Management's approach is to seek to achieve superior risk - adjusted returns over a full market cycle (4 - 5 years) compared to the traditional 60 % equities / 40 % bonds asset allocation.

Despite the spreading credit crunch, short - term corporate borrowing won't go away, says John Kornitzer, chief executive of Kornitzer Capital Management, which runs $ 6 billion in stock and bond assets.

Tactical Asset Management manages stock or bond assets and can go risk off2 to cash, potentially make money whether the stock market goes up or down and potentially make money with bonds as interest rates go up or down.

Those that get in early would benefit from that if bond assets grow under the management of Bill Gross.

Bond market participants like central banks, insurers, and commercial banks control more than half of the US$ 100 trillion in bond assets globally, according to fixed income giant PIMCO.

My time managing bond assets for life insurers taught me a lot about trading 1998 - 2003.

BTS Bond Asset Allocation Fund (BTSAX) will be merging into the BTS Tactical Fixed Income Fund (BTFAX) on December 12, 2014.

Likewise, Dodge & Cox is a stock - heavy manager, and their largest funds made a big losing bet on financial stocks last year, which, combined with a relative lack of bond assets to buffer them, didn't serve the firm (or their funds» investors) very well.

Not exact matches

«Finally, the increased role of bond and loan mutual funds, in conjunction with other factors, may have increased the risk that liquidity pressures could emerge in related markets if investor appetite for such assets wanes.»

The head of BMO Investments thinks the 60/40 asset allocation ratio (holding 60 % stocks, 40 % bonds for younger investors; the reverse for retirees) is outdated.

For years, the generally accepted rule for working - age Canadians was to put 60 % nof assets in equities and 40 % in bonds, and then move the allocationnto bonds and away from equities the closer you got to retirement.

By comparison, popular intermediate - term U.S. bond funds managed by PIMCO and others run $ 1.02 trillion, up 2.6 percent in net assets this year.

Emerging markets - focused bond mutual and ETF funds have only increased their assets by 1.72 percent in 2014, according to data from Morningstar, and manage just $ 86 billion.

Thanks to that anchor tenant, which is locked into 10 - year - plus leases, Thomas Dicker, a portfolio manager with 1832 Asset Management, thinks of Crombie as more of a bond than a stock.

Asset managers say they've seen a notable number of companies fail to close dollar - denominated bond deals of late.

It's not unusual to see companies trading well above 20 times earnings these days, especially more bond - like businesses, such as dividend - paying consumer staples, utilities and other defensive equities, says Arthur Heinmaa, chief investment officer at Cidel Asset Management.

More specifically, investors have sought the potential for higher returns from riskier assets like private company stocks, as safer investments like T - bills and bonds pay out next to nothing.

What that means is that you are in an environment that is going to have further trouble in terms of investment returns that are in areas that are based on economic growth and areas that do relatively well like bonds... Broadly speaking, I think that investors should be looking for lower prices on most risk assets in these developed countries with the exception of Japan.»

Under its current asset - buying and lending tool, the BOJ limits the duration of government bonds it buys to three years because it wants to push down the cost of borrowing for companies, many of whom work in three - year investment cycles.

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.

One of the goals of «quantitative easing,» the Fed's program of buying Treasuries to increase monetary supply and reduce the value of bonds, was to bolster other assets relative to bonds.

Dalio explained that a so - called capital war, when a country uses its asset holdings such as bonds to inflict pain on its adversary, could be even worse than a trade war.

Bond investors like mutual funds and pension funds hope to buy securities with comparatively higher yields than other asset - backed debt that could also provide diversification benefits.