Sentences with phrase «as equity hedge»

While I don't see much value in long - dated bonds, in recent weeks they have reasserted their historic role as an equity hedge.

Hedge fund strategies, such as Equity Hedge, Event Driven, Macro and Relative Value, may expose investors to the risks associated with the use of short selling, leverage, derivatives and arbitrage methodologies.

Not exact matches

The problem, according to the plan's critics, is that financial entities such as private - equity, venture capital and hedge funds are all partnerships whose wealthy partners would see substantial tax savings on large portions of their income unless congressional tax writers find a way to exclude them.

With geopolitical tensions in places like Ukraine, emerging market selloffs in countries like Turkey and U.S. stocks» choppy start to 2014, more investors are seeking out hard assets as an opportunity to diversify a portfolio, hedge against inflation and pursue a solid return in something unrelated to the equity markets.

Dan has spent the better part of the last 20 years as a proprietary equity & options trader at hedge funds (SAC, Exis & Cheyne Capital) and within the equity derivatives group of Merrill Lynch.

Are you a part of or a keen follower of new asset classes such as cryptocurrencies, hedge funds, private equity and other such investments?

While the BCG report has the rosy title of Capitalizing on the New Golden Age in Private Equity, it says the industry faces some serious growing pains as more and more investors keep throwing money at the industry as alternatives (such as hedge funds) have sucked wind.

Many have put up their own shares or stock of companies they own as collateral for their loans and are increasingly copying the convoluted fund - raising strategies employed by American hedge funds and private equity firms in financing their global expansion drives.

Hedge funds and private equity funds saw the potential to corner this market and began offering much higher loan to value ratios, meaning they would lend as much as 80 percent of the value of the property.

The SEC's review comes after the agency put together a dedicated group earlier this year to examine private equity and hedge funds that had to register with it as part of the 2010 Dodd - Frank financial reform law, Reuters first reported in April.

As the private deals get too big for VCs to underwrite on their own, some public money is making its way into them, through direct investments from mutual funds like Fidelity, Janus, and T. Rowe Price, and indirectly via pension - backed hedge funds and private equity.

Prior to this role he was an editor at Yahoo Finance, worked as an equity analyst at hedge funds and as an investment analyst at a fund of funds.

The firm specializes in strategies such as credit hedge funds, long only funds and separate account, distressed - for - control private equity, collateralized loan obligations, mutual funds, closed - end funds, ETFs and non-traded products.

A number of factors — such as rising US interest rates, the recurrence of big fluctuations in global currencies, and the widening dispersion of equity returns across sectors and regions — may have helped to create an increasingly conducive environment for hedge - fund strategies, which have seen a positive turnaround in performance in recent quarters.

Highland specializes in credit strategies, such as credit hedge funds, long only funds and separate accounts, distressed and special situation private equity, and collateralized loan obligations (CLOs).

Those included stock in companies like Bank of America and Kraft Heinz, as well as stakes in a variety of private equity and hedge funds.

As an attorney, Mr. Miller counseled private equity funds, financial institutions, hedge funds, mezzanine and equity funds, and other institutional investors on matters involving mergers and acquisitions, structured and project financings, acquisition financings, recapitalizations, and restructuring and reorganization.

The deadline for complying with one aspect of the Volcker Rule — selling off private equity and hedge fund holdings — was extended to 2017 from 2015, and the swaps push - out rule, better known as the Lincoln Amendment, was repealed.

As a commodity, gold is diversifying to a portfolio, because it offers lower correlation to the equity market, and is a better inflation hedge.

This leaves cash as the only major asset class available to hedge equity risk.

And as they do, U.S. investors should preferably gain that exposure via instruments that seek to hedge the foreign currency impact, as dollar strength means equity gains in local currency terms will be muted when translated back into U.S. dollars.

As to the GDF, the same Plan Description advised Sulyma that the asset mix of the GDF included «domestic and international equity, global bond and short - term investments, hedge funds, private equity, and real assets (e.g. commodities, real estate & natural resource - focused private equity).»

Wagner: As is common in excess fee and stock drop cases, the Intel complaint asserts a cause of action for failing to disclose certain particulars (e.g., investment performance over specified periods) regarding three of the plan's nine «Investment Funds», specifically, the «Hedge Fund,» «Private Equity Fund» and «Commodities Fund.»

Still, the authors suggest that, as an asset class, U.S. investors should fully hedge their exposure to international developed - market equities.

This makes Australia a target rich environment for skilled equity hedge fund managers such as those that selected by NWQ.

Before joining Thundelarra in April 2012, he spent 29 years working in both the equities markets as a mining research analyst specialising in the exploration and early producer segment; and also in the debt markets as a project financier and as a corporate banker servicing the financing, hedging and day - to - day transactional banking needs of Australian resource companies of all sizes.

The company specializes in credit strategies, such as credit hedge funds, long only funds and separate accounts, distressed and special situation private equity, and CLOs.

Previously within GEBS, he served as a portfolio manager and product specialist for US equity strategies and synthetic beta strategies, including commodities, buy / write, and hedge fund replication.

That's particularly true for hedged - equity strategies when the environment features dispersion across market internals, as it has during this extended top - formation.

The difficult feature of the interim, at least for hedged equity strategies, is that as the «troops» diverge from the «generals,» portfolios that aren't comprised of the largest and most speculative stocks of the preceding bull market often underperform the indices during top formations.

He believes that the emergence of an international services sector, of money management, hedge funds and private equity will flourish soon as an industry in the UAE and that's where opportunities will thrive.

As I discussed in a previous blog, if correlations between stocks and bonds remain negative, as they have for most of the post-crisis period, bonds remain an effective hedge of equity risAs I discussed in a previous blog, if correlations between stocks and bonds remain negative, as they have for most of the post-crisis period, bonds remain an effective hedge of equity risas they have for most of the post-crisis period, bonds remain an effective hedge of equity risk.

This is a concern for investors using fixed income as a hedge against equity volatility.

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.

Adjusted EBITDA is defined as net income / (loss) from continuing operations before interest expense, other expense / (income), net, provision for / (benefit from) income taxes; in addition to these adjustments, the Company excludes, when they occur, the impacts of depreciation and amortization (excluding integration and restructuring expenses)(including amortization of postretirement benefit plans prior service credits), integration and restructuring expenses, merger costs, unrealized losses / (gains) on commodity hedges, impairment losses, losses / (gains) on the sale of a business, nonmonetary currency devaluation (e.g., remeasurement gains and losses), and equity award compensation expense (excluding integration and restructuring expenses).

The «Volcker Rule,» which we will discuss in more detail, limits our ability to invest in hedge funds and private equity through a fund structure; as such, for some time now in anticipation, we have been redeeming our hedge fund investments to be compliant.

Blake counsels asset managers and broker - dealers on all aspects of the development and distribution of alternative investment products, including registered investment companies, business development companies, and other permanent or long - term capital structures, as well as hedge funds and private equity funds.

They included private - equity stakes, auto loans, a life insurer, a student - loan firm, a fund - of - hedge - funds business as well as mortgages and corporate bonds.

Currently, we're invested in currency - hedged ETFs as a way to hedge some of our emerging market exposure, and we've used them in the past as a way to hedge our European equity exposure from a falling euro.

As mentioned earlier one potential strategy for hedging equity positions would be to short the overall equity market when an index such as the S&P 500 drops below a long - term moving averagAs mentioned earlier one potential strategy for hedging equity positions would be to short the overall equity market when an index such as the S&P 500 drops below a long - term moving averagas the S&P 500 drops below a long - term moving average.

How effectively and consistently do equities, bonds, oil, gold and the dollar serve as hedges and safe havens for each other?

Can investors / speculators use gold as a hedge for equities or as a general safe haven?

He previously worked as an equity analyst in the hedge fund industry.

It is used as a hedge against inflation; safe - haven asset in times of wars and political uncertainty; alternate asset class to equities and fixed - income instruments; near - cash; and metal of choice in a number of industries.

A cyclical bottom was marked as industry patriarch Julian Robertson closed Tiger Management in 2000 — which was the second - largest hedge fund only three years earlier — just months before equities collapsed.

His hedge funds hold crypto, ICOs and fintech equity as seed investments.

The spotlight that private equity firms and hedge funds find themselves under in the current regulatory environment, as well as the changes in fair value rules for financial reporting, increase the scrutiny of alternative asset managers by investors, fund administrators, and auditors.

Alternative investments, such as hedge funds, private equity / private debt and private real estate funds, are speculative and involve a high degree of risk that is suitable only for those investors who have the financial sophistication and expertise to evaluate the merits and risks of an investment in a fund and for which the fund does not represent a complete investment program.

Remember that these signals are not perfect and good for short - term, medium - term trading and planning but they are as good as they can be for the times when we have to hedge, protect capital or even activate short equities trading systems.

Alternative investments, such as hedge funds, private equity, private debt and private real estate funds are not suitable for all investors and are only open to «accredited» or «qualified» investors within the meaning of U.S. securities laws.