Sentences with phrase «affect investor returns»

The ability to withstand losses and to adhere to a particular trading program in spite of trading losses are material points which can adversely affect investor returns.

Table 2 defines the nine psychological behaviors that affect investor returns.

Add to this the hidden tax consequence of investing in high turnover funds that generate substantial tax consequences affecting investor returns.

If you look at SA GDP growth in 2015 it averaged at 1,4 % whereas 2016 GDP growth is expected to average around 0.5 %, which affects investor returns.

Not exact matches

We have a trading mentality that should not affect long - term investors, but ETF investors have earned a 5 percent return in the last 12 years and investing in traditional index funds has returned about 8 percent.

As a result, it is now clear that the U.S. is in the latter stages of the multi-year credit cycle, a period when rising corporate leverage negatively affects returns to corporate debt as investors demand higher risk premiums to compensate for the greater volatility created by increased leverage.

«There is tremendous uncertainty about the election, but investors expect the winner to affect stock market returns in some way,» said Sameer Aurora, head of client strategy at UBS Wealth Management Americas.

MPT holds that investors should weigh an investment's potential risk and return in terms of how they can affect the overall risk and return of the entire portfolio.

Which doesn't cover investments in shares, the returns on which are directly affected by changes in the corporate tax rate (or the myriad of other investment vehicles liked bonds, REITs, mutual fund trusts, etc. that make up the bulk of the universe for Canadian investors).

In the June 2008 update of their paper entitled «How Does Investor Sentiment Affect the Cross-Section of Stock Returns?»

Does aggregate investor sentiment affect the strength of well - known U.S. stock return anomalies?

Do hedge fund investors actually receive the returns reported for hedge funds, or does the timing of investments in these funds substantially affect experienced returns?

While U.S. shale production is indeed rising and affecting investor sentiment, King says the «law of diminishing returns» will rule the day as the number of prospects that work at today's prices declines.

If Shiller is right (his research showed that valuations affect long - term returns), then stock prices are determined primarily by shifts in investor emotions, not by economic realities.

Returning to the investor call at hand, Zelnick was also asked how he thinks the release of Red Dead Redemption 2 will affect GTA Online, and his answer lines up exactly with what we've been saying — in no special way at all.

Therefore, ETF premiums / discounts and spreads may negatively affect investors» returns.

Tycuda's unique portfolio management system addresses four key factors that affect investor success: Risk, Returns, Recovery (TM) and Tax.

Investors seeking to identify skilled active managers look to dissect fund performance into returns generated from factor exposures and alpha that is attributable to fund manager skill, which in turn should affect fund flows.

Kevin Murphy at the London Value Investor Conference, talking about how there has been a shift away from deep value to growth style investing, how this could affect returns and what impact a rise in interest rates could have on this style.

The investors should take the loads into consideration while making investment as these affect their returns.

Investors should be mindful of whether their ETFs own the underlying commodity (like GLD) or rely on forward contracts (like UNG) which can affect returns and result in perceived tracking error.

* This rate of return is very much dependent on an individual investors risk tolerance, but ultimately, many financial planning studies cite 4 % as an acceptable withdrawal rate over a 30 year retirement with average inflation affecting recurring income needs.

Considering that the prices of asset classes, and their respective sectors, usually rise and fall in tandem, the portfolio's total return can be more affected by its allocations than by the specific securities it holds, Investors Answers points out.

Q: Dan, you've said before that one of the most important factors affecting portfolio returns is investor behaviour, not the actual direction of the markets.

Chapter 3 — Skill — The Evidence from Competitions In the previous chapter we saw that there were three factors that affect real investors» returns.

If Shiller is right that valuations affect long - term returns (there is now a mountain of research showing this to be so), then there is precisely zero chance that Buy - and - Hold could ever work for a long - term investor.

It lets investors know how returns sequences experienced for a portion of a 30 - year time - period affect the return experienced for the remaining years of the 30 - year time - period.

So, when looking at a muni bond offered for sale on the secondary market, the investor must look at the price of the bond, not just the yield to maturity, to determine whether tax consequences will affect the return.

«In reality, investors can control only two things that affect the returns on their investment accounts — their own behaviour and the fees they pay,» says Schlenker.

Investors and advisors are often unaware of how foreign withholding taxes affect returns, and the reason is simple: they're damned complicated.

First, if investors believe that rates will rise, that affects bond prices because they will demand higher returns.

The Buy - and - Hold Investor is investing blind (presuming that the Valuation - Informed Indexers are right in believing that valuations affect long - term returns).

The Primary Risks in Bond Investing In order to navigate the risk of negative bond returns, investors must be cognizant of the primary risk factors that affect bond prices.

Some of the options for affecting one of the rates of returns are whether investors own A, B, C, D, E, EE, F, G, H, HH, I, J and K savings bonds and when they are cashed in.

The entire problem came about because the academic research showing that valuations affect long - term returns was published AFTER The Stock - Selling Industry had already directed a good bit of money and effort to the task of persuading investors of the merits of the Passive Investing model.

If valuations affect long - term returns (as Shiller showed in 1981 — his findings have been confirmed many times in the years since), it is logically impossible that there could be any one stock allocation that would be right for any investor at all valuation levels.

In the second part of this column, I will describe how the funding and disbursement modes of three more key groups of investors affect the market, \ and how balance sheet players and total return players further mix up the market forces.

This is a big advantage of income properties — home buyers who buy cashflow negative properties with leverage and rely on appreciation to generate returns (which is why a lot of investors consider this speculating) can be devastated if the market takes a downturn, but properties that generate a nice cash flow every month aren't affected.

The rate of Fund distribution payments may adversely affect the tax characterization of an investor's returns from an investment in the Fund relative to a direct investment in bonds.

The different tax treatment of planned ongoing losses and possible future capital gains affects the investor's final return.

The $ 2 trillion stranded assets danger zone: How fossil fuel firms risk destroying investor returns, maps out coal, oil and gas supply that makes neither financial nor climate sense in a 2 ˚C world and how this affects both listed and public companies.

Defaulting can affect the returns an investor could otherwise expect through consistent SIP payments.

The rate at which the investor can raise capital affects their targeted investment returns, which affects what they can pay for policies.

Returning to the investor call at hand, Zelnick was also asked how he thinks the release of Red Dead Redemption 2 will affect GTA Online, and his answer lines up exactly with what we've been saying — in no special way at all.

«Even if interest rates go through the roof, it doesn't have any real affect in the short - term on our returns for the investor.»

Under such circumstances, and keeping constant all other factors that affect cap rate movements, investors would be encouraged to accept a lower income return and, therefore, a lower cap rate, when acquiring an office property.

The issue I take with this, is that investors count on steady income and returns, and as a result, the companies in which they invest shouldn't have to guess what will be affecting their business every month (or even day).