Sentences with phrase «as global equity returns»

Not exact matches

Global private equity deals have enjoyed their strongest start in five years, buoyed by the record amounts of cash flowing into the sector as institutional investors look for ways to boost their returns, writes Javier Espinoza.

The Total Return approach used in our Global Equity Strategies emphasises the importance of dividend yield and dividend growth as well as price increases.

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.

Through November 2017, US and many global equity markets were up double - digits, and broad corporate and emerging - market debt indexes posted strong returns as well.

Calendar 2017 can be characterised as a year of strong and stable returns for global equity investors.

For instance, this year through the end of November, EM debt in USD, as represented by the J.P. Morgan EMBI Global Index (EMBIG), returned 2.77 percent, outperforming EM equities, as measured by the MSCI Emerging Markets Index.

As the economy continues to move out of the global financial crisis, returns in the real estate private equity space have been strong and investors are looking at various emerging investment classes.

With yields low and the bull market in global equities long in the tooth, advisors and institutions need new ways to seek income, risk - reduction without triggering capital gains liabilities, as well as, new potential sources of alpha and return.

I've only used the two Global Couch Potato returns, as they were closer to the median between the lowest and highest annualized rate of returns for balanced equity portfolios over the last 10 years:

Q: If one is invested 100 % into global equities, what would you consider as a realistic worst - case one - year return?

Despite the marked increase in volatility in US equity markets, global equities, as measured by the MSCI ACWI Index, fared slightly worse than the S&P 500, returning -0.96 % for the quarter.

As we mentioned in the beginning of our letter, volatility returned to global equity markets towards the end of September.

For instance, over the 24 months through 31 January 2018, EM assets delivered cumulative returns of 78.11 % for equities, 31.88 % for local bonds and 20.21 % for currencies (as proxied by the MSCI EM index for equities, JPMorgan GBI - EM Global Diversified Composite (Unhedged) index for local debt and JPMorgan ELMI + Composite for currencies).

On the asset allocation section of our website, we explain our methodology for estimating the 10 - year real returns of equity markets, as well as other global asset markets.

Not surprisingly we found that the frontier that uses the equally weighted dividend paying stock basket in lieu of the S&P / TSX Composite Index as representation of the Canadian equity component of the diversified basket, provided the superior compliment to the global portfolio yielding a superior risk / return trade - off set.

San Mateo, CA, February 3, 2010 — For the second consecutive year, Franklin Templeton Investments ranked # 1 out of 48 fund families for its funds» 10 - year performance in Barron's annual review of U.S. - registered mutual fund families.1 Barron's rankings are based on asset - weighted returns in five categories — U.S. equity funds; world equity funds (including international and global portfolios); mixed equity funds (which invest in stocks, bonds and other securities); taxable bond funds and tax - exempt funds — as calculated by Lipper.

Strong performance was not confined to the U.S. as most of the major global equity markets posted double - digit returns as well.

We value global equity markets as the sum of dividend yield and growth in earnings, capturing market return in a constant - yield environment, as well as considering the reversion of CAPE to its long - term average.3

The Policy Portfolio and the Next Equity Bear Market Fed Leaves Punchbowl, Takes Away Free Lunch (of International Diversification) Five Global Risks to Monitor in 2012 Rising Global Interest Rates Create Headwinds Three Profit Metrics to Avoid Earnings Season Myopia Changes in the Inflation Rate Matter as Much to Investors as the Level An Uneven Global Recovery — Lingering Effects of the Credit Crisis Perspectives on «Non-Traditional» Monetary Policy Do Past 10 - Year Returns Forecast Future 10 - Year Returns?

As with global fixed income and equity markets, the core asset classes represent a wide array of return forecasts over the next 10 years.

As the economy continues to move out of the global financial crisis, returns in the real estate private equity space have been strong and investors are looking at various emerging investment classes.

The Alpine International Real Estate Equity Fund, often described as the grandfather of global real estate funds, is still going strong — it was the fourth - ranked fund with a return of 17.31 percent, according to Lipper.