Sentences with phrase «against equity risk as»

As a result, typical duration - heavy bond funds may not provide as effective a hedge against equity risk as they used to.

As a result, typical duration - heavy bond funds may not provide as effective a hedge against equity risk as they used to.

Not exact matches

Ultimately, we believe that the equity market is set to be on an uptrend until equities become clearly expensive against bonds, QE ends or risk appetite is clearly in euphoria zone (as opposed to neutral now).

Elsewhere in forex markets, it's a relatively calm day, with a slight correction in the risk - off trade that we have been monitoring for weeks, as the yen is a tad lower today against all of its major peers, while the Dollar couldn't gain on risk - on currencies, despite the equity weakness.

The main purpose behind holding these options is hedging a portfolio against significant negative movement in the value of US equities, commonly referred to as tail risk.

I think the issue here is whether any amateur fund manager (which I think is what we all are — including those financial advisers who create their own «homegrown» portfolios using trackers and bond funds) can seriously manage a portfolio for income or for growth and control against downside risk (in equities or bonds) as well as a good active management group like Invesco perpetual or M&G.

After the market crash of 2008 - 2009, it's easy to see how advisors and plan sponsors could be drawn to «Defensive Equity» or «Low Risk» strategies as ways to protect against future drawdowns.

NTU assesses equities based on their risk / reward ratio as upside potential needs to always be measured against the downside risk.

In most instances of higher volatility, gold provides a hedge against not only equity risk but credit as well.

Should that occur, bonds will not be as effective a hedge against equity risk.

Home equity loans and lines of credit mean putting up your house as collateral against whatever you borrow, which means that if you fall into financial hardship, you could risk foreclosure.

The possible exception is foreign bond funds, which are almost pure plays against the loonie, as equity risk has been stripped out of them (when compared to a foreign equity fund).

Under the PROFIT Strategy, net premiums are invested in the Equity Fund and the returns in the fund act as a trigger whereby the profits are booked into a low risk debt fund to protect them against market volatility

Generally applicable to current assumption policies such as equity indexed, variable and universal life, cost of insurance charges are monthly charges for mortality and other elements of insurer expense that are assessed against the policy based on the insured's current age, the original rate class, and the current net amount at risk.