Sentences with phrase «about inflation returning»

If you worry about inflation returning to the economy (and I believe that interest rates and inflation will go up together), stocks are even more attractive.

Not exact matches

He expects low - risk returns in line with economic growth, say about 2 % after inflation.

This week, Germany's business pages have been full of little warnings about the Return of Inflation, the biggest bogeyman in the Teutonic economic lexicon, all because the annual consumer price index rose to its highest level in over three years in December, a shocking 1.7 %.

We sold a portion of our Treasury inflation protected securities on the advance, moving the overall duration of the Strategic Total Return Fund to about 2.3 years.

How do you feel about a rising inflation rate on your effective real cash return?

Uncertainty about economic growth and inflation remains a central question for investors and policymakers and one that has crucial implications for the Fed's strategy and investor portfolio returns.

In the Strategic Total Return Fund, we shifted about 25 % of the Fund into Treasury Inflation Protected Securities with a variety of maturities.

Total inflation has been close to 2 per cent and is expected to dip to about 1.7 per cent in the middle of the year before returning to near its target.

As usual, we need not make specific interest rate forecasts - the fact that prevailing valuations and market action are unfavorable is sufficient to hold the Strategic Total Return Fund to a relatively muted duration of about 2 years, largely in Treasury inflation - protected securities.

If we assume the market returns to appreciation matching inflation at 3 %, our portfolio is appreciating in value by about that same amount, $ 5,555 a month.

This graph also illustrates that when inflation is sporadic or negative (called deflation), like it often was from 1871 to about 1931, the nominal and real stock returns aren't that different.

The Strategic Total Return Fund continues to carry a duration of about 2.5 years, mostly in Treasury inflation protected securities, as well as a roughly 8 % position in precious metals shares.

The Strategic Total Return Fund continues to carry a duration of just under 2 years, mostly in Treasury inflation protected securities, and about 20 % of assets in precious metals shares, for which the Market Climate continues to be favorable at present.

Any non-federal employee earning the equivalent of an MP's salary, who wants an equivalent inflation - indexed benefit backed by the federal government, would need to buy federal real - return bonds — to the tune of about 70 per cent of income!

In the Strategic Total Return Fund, our present duration of about 3.5 years is solidly in Treasury Inflation Protected Securities, which I continue to view as useful investments here.

Given that the Market Climate in bonds continues to be characterized by unfavorable valuations and unfavorable market action, the Strategic Total Return Fund continues to carry a muted duration of about 2 years, mostly in Treasury Inflation Protected Securities.

The most important policy priority with respect to the Fed is protecting it from stone age monetary ideas like a return to the gold standard, or turning policymaking over to a formula, or removing the dual mandate commanding the Fed to worry about unemployment as well as inflation.

Going back to your post a couple days ago where Bob Brown gave his forecast for equity returns of about 6 % (3.2 % after tax and inflation), if you give up another 2 % + in expense ratio, an investor might as well put their money in long term certificates of deposit and eliminate risk.

For now, the Strategic Total Return Fund continues to carry a limited duration of about 2 years (meaning that a 100 basis point move in interest rates would be expected to impact the Fund by about 2 % on the basis of bond price fluctuations), mostly in Treasury Inflation Protected Securities.

The Strategic Total Return Fund continues to trade around a duration of about 2 years, mostly in Treasury inflation protected securities, with about 20 % of assets in precious metals shares.

Given any positive inflation at all during the next few years, the real return on the S&P 500 in this decade through 2010 will probably be worse than the post-depression period, and about as bad as the 1970's.

... Given 2 % inflation, about a 1 % dividend yield and 2 % economic growth, that works out to about a 5 % return for stocks, too.

Were RRSP payouts based on a 3 per cent investment return after inflation spent over the 35 - year period from Mary's age 60 to her age 95, they could obtain $ 46,000 per year, or about $ 3,800 per month.

Neither light reading nor cheap (it's hard to find online for less than about $ 75), this book is the most thoughtful and objective analysis of the long - term returns on stocks, bonds, cash and inflation available anywhere, purged of the pom - pom waving and statistical biases that contaminate other books on the subject.

Couple this with various features of the plans themselves — for instance, early retirement provisions allowing teachers to retire in their early - to - mid 50s, unrealistic assumptions about investment returns, and cost - of - living adjustments not tied to any inflation index such as the Consumer Price Index — and you have a system that carries a hefty price tag.

The Strategic Total Return Fund remained positioned largely in Treasury Inflation Protected Securities, with about 25 % of assets allocated between precious metals shares, foreign currencies, and utility shares.

The authors conducted 10,000 Monte Carlo simulations with three different sets of assumptions about stock and bond returns, equity risk premia as well as inflation rates, 121 lifetime asset allocation glide paths, annual withdrawal rates of 4 % and 5 %, and time horizons of 20, 30 and 40 years.

I have also read about inflation worries & the role of REITs & Real Return Bonds.

Longer duration bond returns should reflect expectations about inflation.

Adjusted for inflation, the «real rate of return» of the market has averaged about 8 % per year.

On the contrary, from 1983 through 2004, inflation averaged about 3 %, but the nominal annual return on gold in Canadian dollars during this period was — 0.3 %.

If you're expected returns on your retirement savings is in the 6 to 7 % range and inflation eats about 2.3 % of that, you're left with about 4 to 5 % which can be spent.

Numerous factors make the calculations uncertain, such as the use of assumptions about historical returns and inflation, as well as the data you have provided.

As Yale economist Robert Shiller puts it, «from 1890 through 1990, the return of real estate was just about zero after inflation.»

It says Canadian inflation has been lower than expected and won't return to its ideal target for about two years.

That leaves you with your original $ 7,000 down payment returned to you in cash, and you're even in accounting terms (which means in finance terms you're behind; that $ 7,000 invested at 3 % historical average rate of inflation would have earned you about $ 800 in those four years, meaning you need to stick around about 5.5 years before you «break even» in TVM terms).

If you are going to be holding an index ETF for a long time, then you shouldn't be concerned about its share price at all, since the returns would be pretty abysmal either way, but it should suffice for hedging inflation.

After removing the effect of fees and inflation, you're left with about a 5 % - a-year return in real terms — and don't forget the taxman will take another bite out of your returns, either immediately or when you remove money from your RRSP.

You shouldn't expect more than about 4 % real (inflation - adjusted) return per year, on average, over the long term, unless you have reason to believe that you're doing a better job of predicting the market than the intellectual and investment might of Wall Street - which is possible, but hard.

In a balanced portfolio you're looking at an expected return of roughly 5 % before inflation or about 3 % in real terms.

Consider: In the era when stocks gained an annualized 10 % or so long - term and bonds returned about 5 % annually, you had roughly a 90 % chance that your savings would last at least 30 years if you invested in a 50 - 50 mix of stocks and bonds and you followed the 4 % rule — that is, you drew 4 %, or $ 48,000, initially from a $ 1.2 million nest egg and increased that amount each year for inflation.

Add about 3 % per year inflation to calculate nominal returns.

While the average stock - market return over the past 80 years was about 10 % (about 7 % after inflation), the actual return in any given year can be much higher or lower.

In developed markets, the right to a certain return of capital is actually costing anywhere from — 1.5 % to — 0.5 % per year in real purchasing power.1 On the other hand, real yields in many of the larger emerging market economies reside solidly in positive territory — returning anywhere from about a 1 % premium over inflation in Mexico and Russia to more than 6 % in the case of Brazil.

Yale economist and Nobel Laureate Robert Shiller reported that from 1890 to 1990, the return on residential real estate was just about ZERO after inflation.

At present the standard returns for investments like bank certificates of deposit is only about 4 %, while the anticipated inflation rate is predicted to be 5 % for the next twenty years or more.

If not for inflation and stock dividends, which historically provide about 45 % of stock returns, many investors would have sharply smaller investment portfolios.

What I'm surprised the most about is that cash returns outpaced inflation.

But as an investor looking to increase your wealth, what you should care about are real returns, which are your results over and above inflation.

This observation reveals that the argument about confusing inflation hedging and long - term returns is a bit of a red herring.