Sentences with phrase «asset risk where»

Not exact matches

«The majority of investments in this asset class will go to zero — that's the nature of a high - risk, high - return asset class — and the goal is to build a diversified portfolio where the handful of winners do well enough to provide outstanding returns across the whole portfolio.»

Prior to joining Cerberus, Mr. Schiermbock was a Vice President at Apollo Real Estate Advisors from 2003 to 2005, where he was responsible for asset management, investor reporting, bank relations and risk management.

For more than 23 years — from 1984 to 2007 — Mr. Bralver was a founder and Vice Chairman of management consultancy Oliver, Wyman & Co. where he specialized in strategy, risk and operational work for leading investment banks, asset managers, exchanges and other market utilities.

They automate the loan underwriting, data management and risk assessment processes and provide a platform where accredited and institutional investors seeking high - yield, short - term, asset - collateralized investments can be matched with borrowers seeking more timely and consistent sources of funding for rehabbing properties across America.

This is evident in a number of developments, including: increased demand for higher - risk assets; the increase in «carry trades» — a form of gearing where funds are borrowed short - term at low interest rates and invested in higher - yielding assets, often in other countries; growth in alternative investment vehicles such as hedge funds; and growth in alternative investment strategies such as selling embedded options (see Box A).

Lastly, as noted in BCA's 2014 outlook report: In a liquidity trap, where interest rates reach the zero boundary, the linkage between monetary policy and the real economy is asset markets: zero short rates act to subsidize corporate profits, drive up asset prices and encourage risk - taking.

The new trends of worsening credit quality and central bank asset sales are important for investors because they speak to the most appropriate asset allocation for where we are in this market cycle and the world's rising political risks.

We have structured our model to where there is enough liquidity in the assets we list to avoid risks involved with large increases / decreases in market volatility.

Last week's British vote to exit the European Union (EU) has spurred a flight to perceived safety and left many investors asking where to find opportunities amid indiscriminate selling of global risk assets.

He explains that when a government body in this case the CBN steps in and sets price at levels where they would not ordinarily go by themselves, they are repressing the price of interest rate, inflating the price of risk assets.

Following the November 2016 election in the U.S., we saw a surge in risk sentiment, where assets with perceived credit risk gained and assets thought to be risk - free sold off, as investors rotated their portfolios (PC1).

Last month the European Central Bank vice president said Bitcoin was a «speculative asset» where investors were «taking that risk of buying at such high prices».

Cash Allocations: I talked about this chart in the video on the Global Risk Radar, specifically I talked about this alongside the chart which showed valuations as expensive for the major assets (property, stocks, and bonds), and how it reflects the trend where central banks have bullied investors out of cash and into other assets.

The best asset allocation for you should consider your age, risk tolerance, how long you expect to work (your human capital) as well as where you work.

With fully two - thirds of its money invested in domestic and foreign stocks, private equity and «absolute return strategies» (i.e., hedge funds), the New York State pension fund has a risky asset allocation profile typical of its counterparts across the country — because chasing risk is its only hope of earning 7 percent a year in a market where the most secure long - term bonds yield barely 2 percent.

Political Risk coverage protects you against loss in value of your foreign investments or assets resulting from specified political events during the policy period in the country where the investments or assets are held.

The other issue I am wrestling with is the category of balanced funds, where I am increasingly concerned that the three usual asset classes of equities, fixed income, and cash, will not necessarily work in a complementary manner to reduce risk.

No matter where you live in the state, if you call a condominium home, you need to protect your assets from risks like rain, wind, fire, and theft with a condominium insurance policy.

If you use an asset - back mortgage (i'm not sure if that is the term, but a mortgage where in the worst case you give your home back to the bank), you generally carry least risk.

In an era where they insure the AAA portions of CDOs and other asset - backed securities, the risk is higher.

Most bond indexes have primarily safe assets, where the major source of risk is changes to interest rates.

Earlier in his career, Jason spent time within Prudential Financial's capital markets group, where he supported the firm's capital planning, asset - liability, risk, and liquidity management.

There should be an expected premium return for illiquid assets, or else, invest in liquid risk assets, and wait for the day where there is a return advantage to illiquidity.

Last week's British vote to exit the European Union (EU) has spurred a flight to perceived safety and left many investors asking where to find opportunities amid indiscriminate selling of global risk assets.

«This is where an age - based strategy may really help people who don't want to actively manage their investments, because it maintains a mix of assets based on when the beneficiary is expected to start college, and rolls down the risk as that time gets closer,» says Bernhardt.

At all ages you should avoid the asset classes where market conditions are generating excessive risk.

Third, I don't get the last comment, except that the person does not understand that periods where lending is expanding usually offers the highest returns for risk assets.

But there are instances in this evolutionary process where that conventional approach must be eschewed in favor of a proactive and tactical strategy that identifies and positions exclusively in positively convex assets with favorable prospective risk - adjusted returns.

In March 2017, Paul introduced an affiliation with the online service, Motif Investing, where he found a way — with the help of Chris Pederson, and Daryl Bahls — to make it easy for investors to implement his recommended asset allocations, based on his «Ultimate Buy and Hold» portfolios, and using his «Fine - Tuning Your Asset Allocation» tables to assess their personal risk lasset allocations, based on his «Ultimate Buy and Hold» portfolios, and using his «Fine - Tuning Your Asset Allocation» tables to assess their personal risk lAsset Allocation» tables to assess their personal risk level.

Your advisor, fund company or broker provides forms where you fill in your age, current assets, expected retirement and income needs and risk tolerance.

By contrast, there are other firms, such as Personal Capital and my firm, Rebalance IRA, where we have similar investment philosophies and similar use of technology, but we have real, live investment advisors who deal extensively with clients and match them with the right asset allocation, low - cost underlying portfolios, very low cost, and disciplined rebalancing, which is really an essential risk management and return tool.

Beta is an input into the capital asset pricing model (CAPM) where the expected return of an asset is calculated based on its beta (ß), returns expectations, and a risk - free rate equal to the following:

This just highlights the risk involved with esoteric asset classes, where the «cheap» way of getting the exposure comes through credit or derivative agreements.

If the securities lending losses weren't enough, the life companies ran asset portfolios where many risks did not pan out.

So while a will isn't crucial in one sense, there are risks as your assets may not go where you want, so it's still best to have one.

This means that in the event where you default a loan, there is zero risk of losing your assets.

Moreover, the momentum factor can struggle during periods where investors are reducing risk and asset returns are highly correlated.

And there aren't very many institutions that can maintain a position where, year after year after year, the numbers don't look as good as those that are more invested in risk assets.

Low P / B stocks tend to be securities where the market thinks the assets are overvalued at historic cost, or there is some risk due to the size of the liabilities.

In terms of asset values, PTR is definitely a stock where the possible reward is a multiple of the risk involved — so nothing wrong with a small position.

But we don't want to be «joint» as she owns farmland and we've seen cases where one or the other gets into financial trouble or sued, etc., then we'd essentially be putting her assets at risk and dad's too.

`... be followed by a scenario where, almost at the snap of a finger, economic growth, risk appetite and especially inflation will start firing monstrously on all cylinders... Therefore, there seems to be plenty of time to kill before you really need to jump into those real asset / inflation pure plays.»

Introduction to investing concepts, including the impact of investing fees on returns and the cost of advice; where returns come from; what indexes are; what mutual funds are; risk and historical returns; taxation issues and TFSAs, RRSPs, and RESPs; the importance of planning and the impact of inflation on long - term plans; the inherent uncertainty in long - term planning and the need to make regular course corrections; and what asset allocation is.

But only to be followed by a scenario where, almost at the snap of a finger, economic growth, risk appetite and especially inflation will start firing monstrously on all cylinders... Therefore, there seems to be plenty of time to kill before you really need to jump into those real asset / inflation pure plays.

In that vein, my final point is this: size your position in risk assets to the level where you can live with it under bad conditions, and be happy with it under good conditions.

So you can enhance return and reduce risk by buying assets where the value is solid and the price is low.

In short, while I believe the private equilibrium is generally quite responsible, regulators can not afford to be Panglossian about it - after all it was this private equilibrium that recently generated the illegal practice of late trading in some mutual funds, where preferred customers got to trade after the markets had closed, and it was this private equilibrium that caused a number of ostensibly safe money market funds in the early 1990s to take on excessive hidden risk that caused them to «break the buck» - in effect declare losses on what is supposed to be a risk free asset.

Haircuts applied to Permitted Cover and cross currency haircuts (where collateral is posted in a currency other than that of the initial margin liability) are set to account for the risk associated with fluctuations of collateral asset prices.

Where the damages awarded after a long trial are modest, it is possible for the adverse cost award to exceed the amount of damages, meaning that the plaintiff's personal assets are at risk.

The new trustees now faced a classic dilemma; at the point where funds available were lowest, they had to decide whether to proceed with a case against the original trustees with all the inherent risks that entailed in terms of adverse costs if they lost or, not take action but risk a future claim by the trust's beneficiaries for failing to carry out their duties in properly preserving the trust's assets.