Sentences with phrase «as bonds and stocks»

First, office property in particular and property in general are competing for investment capital with alternative risky assets such as bonds and stocks.

Segregated funds — or seg funds — consist of a pool of investments in securities such as bonds and stocks, similar to mutual funds, but sold by life insurance companies.

Not exact matches

If you take the view that few if any of Trump's proposals will play out as hoped, Fehr recommends a defensive positioning, with a heavy weighting to bonds and large - capitalization, high - yielding stocks such as telecoms, utilities and consumer staples.

For example, interest - rate - sensitive income stocks and bonds tend to do well coming out of the trough, and more cyclical companies excel later on as the recovery gains steam.

Stock markets were routed around the globe on Monday and bond yields rose as resurgent U.S. inflation raised the possibility central banks would tighten policy more aggressively than had been expected.

They get preoccupied with all sorts of things — elections, central bank policies, the weather — but nothing has dominated investor thinking as much lately as bond rates and income stocks.

More specifically, investors have sought the potential for higher returns from riskier assets like private company stocks, as safer investments like T - bills and bonds pay out next to nothing.

Comments: «In 2013, it will likely be the change in valuation that drives most of the performance of stocks, and the sentiment shift and willingness to take on risk reflected in that movement will be meaningful for bonds as well.

Among individual banking stocks, Bankia, Credit Agricole, ING and Banco Santander are «buy» - rated names, according to Deutsche Bank, as they all have a high positive correlation to U.S. bond yields.

Markets set a positive stage for the Fed's potentially historic turn as U.S. stock futures rose ahead of the market open on Wednesday and bond markets and the dollar were steady.

She said those include how much you have in cash for short - term expenses, the way your assets are allocated between stocks and bonds, as well as your spending behavior.

Sure, target - date plans are conservative from a wealth perspective because you typically start off with more stock and slowly unload it, which results in purchasing more short - term bonds as retirement looms.

Target date funds, also known as lifecycle funds, blend mutual funds that invest in stocks, bonds, and cash, shifting the mix based on investors» expected retirement dates.

April 26 - U.S. stock index futures pointed to a strong open for the tech - heavy Nasdaq on Thursday as a slew of upbeat earnings from Facebook and Qualcomm helped set aside worries over rising U.S. bond yields and corporate costs.

«Bonds can be a stable reserve of value, or they can be as volatile as stock,» said David Yeske, co-founder of advisory firm Yeske Buie Inc. «I think a lot of advisors are shifting their bond allocations to shorter maturities and higher credit quality.»

With markets focusing on the weakness of demand, stocks fell in both Asia and Europe, while «safe - haven» investments such as U.S. Treasury bonds and gold surged again.

Rather than follow the Stalin model of turning an agrarian society of Russia into a state - owned industrial superpower like the USSR - killing millions of your own people in the process, incidentally - Myerson suggests that the government own all businesses by buying the stocks and bonds of all businesses as an «investment» in the private sector.

The board has been dealing with the volatility of publicly traded stocks and low returns from government bonds by diversifying into other forms of assets, including equity in private companies and investments in infrastructure such as highways and real estate.

Peter Chiappinelli, a member of the asset allocation team at GMO, points out that bonds moving in the same downward direction as stocks «has happened before and will happen again.

A particular group of managers who constantly update their view on the best macro opportunities are known as ETF strategists — they use index ETFs to create a global stock and bond portfolio.

The $ 3 trillion hedge fund industry, which has been struggling to outperform stock and bond markets, could see assets shrink by as much as 30 percent in the next three years if performance continues to disappoint, according to a report this month from Boston Consulting Group.

«As we saw in the»70s and»80s, there are times when stocks and bonds can have a positive correlation,» he said, meaning those assets can move in the same direction.

Furthermore, the 1 percent you pay to your money manager doesn't always cover the costs of buying and selling the stocks and bonds in your portfolio or the sales charges (also known as loads) and administrative fees charged by the mutual funds your manager puts you into.

A target - date fund is only as good as its underlying components, which tend to be other mutual funds that cover stocks, bonds and cash.

If my capital market expectations are for a good bond market and a weak stock market in the next year (such as this year), I don't necessarily want to change any of the stocks or bonds that I hold.

When stock - bond correlations are presumed to be negative, portfolio construction favors traditional Treasury bonds — particularly long - dated ones — as a good source of both carry and diversification.

You may not have noticed as stocks and Treasurys took massive plunges, but corporate bonds hung in there quite nicely.

Shell companies, along with junk bonds, penny stocks, and shoulder pads, are usually dismissed as an unfortunate trend of the 1980s.

On a strong growth track now, the CEO returned his aunt's stock three years ago and recently began returning his father's bonds as well.

Spanish stocks and bonds were affected by Italy's crisis, as Spain is seen as vulnerable to contagion effects from Italy.

As well, there is some concern around how an interest rate rise will affect these stocks, most of which pay dividends and thus compete with bonds for investors» money.

With the bond and stock markets taking some losses on mixed signals from monetary policy makers, what are you most wary of as an investor this week?

Bill Dudley, who as president of the Federal Reserve Bank of New York oversees big banks like JPMorgan and Citigroup, says bankers might police risk - taking by employees more aggressively if their compensation came in the form of bonds instead of stock.

A carry trade is typically based on borrowing in a low - interest rate currency and converting the borrowed amount into another currency, with proceeds placed on deposit in the second currency if it offers a higher rate of interest or deploying proceeds into assets — such as stocks, commodities, bonds, or real estate — that are denominated in the second currency.

Benefits accrue as stocks and bonds eventually move from excesses toward their historically established levels of return.

There are currently 10 major sectors that most investors use when breaking down the corporations and other issuers of securities such as stocks and bonds.

This would treat all her assets — including stocks, bonds and property — as if they were sold on the day before the expatriation date and would impose levies on them based on their fair market value.

Among households with net worth of $ 500,000 or more, 65 % of their wealth comes from financial holdings, such as stocks, bonds and 401 (k) accounts, and 17 % comes from their home.

I guess I have more of a «set it and forget it» attitude as I prefer to invest in Stocks / Bonds / REITs.

I'm probably being a little too critical about the percentages — but [the point is] in this kind of slow - growth environment, having a broad diversification of stocks and bonds doesn't work as well.

Stock / commodity prices are dropping steadily, while bond returns in the US and even such «spendthrift» nations as France remain historically low.

The seven IPI investor education booklets cover the basics of several key investor topics such as stocks, bonds, and mutual funds.

Colored coins can be used to represent anything, such as stocks, bonds, smart properties, securities, precious metals, commodities, other currencies (such as dollars, pounds or euros), and even other crypto - currencies.

Instead of financing Social Security and Medicare out of progressive taxes levied on the highest income brackets — mainly the FIRE sector — the dream of privatizing these entitlement programs is to turn this tax surplus over to financial managers to bid up stock and bond prices, much as pension - fund capitalism did from the 1960s onward.

As you can see in the chart below, based on investment performance for the 35 - year period beginning in 1972, a hypothetical balanced portfolio of 50 % stocks, 40 % bonds, and 10 % short - term investments would have done quite well for a retiree who limited withdrawals to 4 % annually.

The booklets tackle the basics of several key investor topics such as stocks and bonds.

Bonds can act as a source of liquidity for rebalancing purposes and to buy stocks on sale.

See also: There's no such thing as precision in the markets & How often do stocks and bonds decline at the same time

Mutual funds and ETFs that include stocks may focus on a particular type of stocks, such as blue chip stocks, or may include other securities, such as bonds.

For example, the largest U.S. pension, California Public Employees» Retirement System, is considering more than doubling its bond allocation to reduce risk and volatility as the bull market in stocks approaches nine years.