Sentences with phrase «yield bond group»

Morningstar insists on comparing it to its high yield bond group, with which it shares neither strategy nor portfolio.

Not exact matches

A survey last year by Mercer, a retirement and investment group, revealed that European pension funds would be inclined to raise their bond holdings when average long - term sovereign bond yields reached 2.8 percent.

Lewis, fund's chief investment officer, spent nine years at Citigroup as a director of the bank's global special situations group, a $ 5 billion prop - trading group that specialized in distressed debt, high - yield bonds, and value equity.

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.

Cumulative inflows into the iShares Short Maturity Bond ETF (NEAR), Floating Rate Bond ETF, SPDR Bloomberg Barclays Short Term High Yield Bond ETF, PowerShares Senior Loan Portfolio, and the Vanguard Short - Term Corporate Bond ETF topped $ 400 million in total for the first session of the week, the highest since the inception date of the most recent member of this product group.

With Group of Seven (G7) sovereign bond yields at historically low levels, some income - seeking investors have turned to higher - volatility securities like dividend - paying stocks in an attempt to capture additional income.

As long as Group of Seven nation bond yields remain generally lower than similar - maturity Treasuries, it's just one more reason why yields on U.S. bonds are likely to stay lower for even longer.

Another statistic courtesy of Mike Goldstein is that utility stocks, a high - yield group I call the most bond - like of all stocks, today sell for almost the same P / E multiple as the S&P 500.

In January 2018, Craig W. Johnson, who is director of Piper Jaffray's technical research group, told CNBC that yields on those bonds were entering a «danger zone» while the market was reaching an «inflection point.»

«Bond investors are clearly giving a vote of confidence to the U.S. economy by moving back into corporates - particularly high - yield,» said Joe Clark, managing partner at the Financial Enhancement Group.

John Hollyer, global head of Vanguard Fixed Income Group, discusses the recent rise in bond yields and what that's meant for Vanguard's bond funds.

The next category of bond funds is referred to by Lipper as flexible income — a group that also invests in a wide variety of bonds, from Treasuries to high yield to corporates.

Within each group, bonds were selected by credit spread and low volatility factors; bonds with Libor OAS wider than the median level of the group were ranked by yield volatility, and only the 20 % of those ranked bonds with the lowest volatility were then selected.

Ares Capital Markets Group («Ares») invests in tradable securities, including broadly syndicated leveraged loans, high yield bonds and other fixed income investments.

The largest net inflows for taxable bond funds belonged to High Yield Funds (+ $ 1.8 billion) and Core Plus Bond Funds (+ $ 589 million), while the majority of net outflows for the muni debt funds group came from the Short Muni Debt Funds -LRB-- $ 338 millibond funds belonged to High Yield Funds (+ $ 1.8 billion) and Core Plus Bond Funds (+ $ 589 million), while the majority of net outflows for the muni debt funds group came from the Short Muni Debt Funds -LRB-- $ 338 milliBond Funds (+ $ 589 million), while the majority of net outflows for the muni debt funds group came from the Short Muni Debt Funds -LRB-- $ 338 million).

Currently, money market funds hold 16 times more assets than floating - value short - term bond funds despite the bond funds» higher yields, according to the Investment Company Institute, an industry trade group.

As these are revenue bonds with slightly longer durations the average yield is naturally higher than the overall market, Year - to - date this group of bonds have outperformed the investment grade muni market.

Gregory Davis, head of Vanguard Fixed Income Group, says new fund invests primarily in high - quality bonds across the investment - grade market, including Treasury, mortgage - backed, corporate and asset - backed securities of varying yields and maturities.

The largest net inflows for taxable bond funds belonged to Loan Participation Funds (+ $ 518 million), while for muni debt funds the High Yield Muni Debt Funds (+ $ 408 million) peer group had the largest net inflows.

However, Philip Wee, currency strategist at DBS Group Research, opined that the flattening yield curve is an outcome of a rise in short - term yields, rather than a fall in long - term bond yields.

Each BofA Merrill Lynch Index, such as «BofA Merrill Lunch US High Yield BBB Effective Yield ©» includes all bonds of a particular risk rating group with different maturities.

This week famed value investor Jim Grant announced to a group of ETF insiders that he was short the bond market, making an explicit call that he believed that rates would rise faster than yields could reward investors.

That said, research also shows that investment - grade bonds as a group, which includes not just Treasuries but government agency issues and high - quality corporates (though not high - yield, or junk, bonds), can also provide solid diversification during periods of stock market turbulence.

In fact the average yield on bonds issued by Group of Seven countries (United States, Canada, Germany, U.K., France, Italy, Japan) has fallen to 1.23 % as of June 12, from around 3 % back in 2007.

If a less specific group of bonds can be delivered to create a new unit, i.e., the bonds must satisfy certain constraints on issuer percentages, issue sizes, duration [interest rate sensitivity], convexity [sensitivity to interest rate sensitivity], sector percentages, option - adjusted spread / yield, etc., then arbitrage can proceed more rapidly, and premiums over NAV should be smaller.

Leveraged buyouts (LBOs) create a special type of company that typically uses high - yield bonds to buy a public corporation from its shareholders, often for the benefit of a private investment group that may include senior managers.

For example, Jonathan Clements used Morningstar data that grouped bonds into five categories: government backed mortgage, corporate, U.S. Treasury, general municipal, and high - yield bonds.2 Clements found that in 28 out of 30 comparisons higher expenses meant lower returns to the investor.

The financials group -LRB--2 %) fell, as a wave of buying in government bonds pushed the 10 - year Treasury yield 6 bps lower to 2.79 %, its lowest settlement in seven weeks.

(Bloomberg)-- American International Group Inc., the largest commercial insurer in the U.S. and Canada, has been increasing lending for apartments as the company seeks to counter low yields on publicly traded bonds and volatility from hedge...