Sentences with phrase «aggressively out of equities»
David Jane, Miton multi asset fund manager, says: «We are firm believers that capital preservation should be prioritised alongside return generation and have created a solution which provides the flexibility to move aggressively out of equities in difficult market conditions.
https://www.wealthadviser.co/ Not exact matches
The smart way to use the Rule of 20 is to gradually increase equity exposure as the Rule of 20 P / E declines towards 15, manage exposure as it rises towards 20, and to aggressively reduce equities as it rises towards 22, being completely out of stocks beyond 22.
Some sellers continue to find it attractive to exchange their properties for trust shares in what's known as «UPREIT» transactions; some REITs have begun aggressively seeking joint venture partners to develop, acquire, or take their equity out of properties; and buyers are on the hunt for REITs looking to shed properties that no longer fit their portfolios.