Sentences with phrase «assets at higher yields»

However, since mREITs earn the yield from their securities, when interest rates rise it can create opportunities to buy new assets at higher yields, and potentially improve future returns.

Not exact matches

«Higher U.S. yields have contributed to the rise in the dollar,» said Chuck Tomes, senior investment analyst at Manulife Asset Management in Boston.

«Shorter duration hedge fund assets have grown at a rapid pace even as market liquidity has deteriorated, particularly in the high yield and distressed debt markets.

With rates at near zero in the United States, and negative in Japan and Europe, the differential is a powerful lure for carry trades, in which investors borrow at ultra-low rates in currencies such as yen or sterling and buy high - yielding assets such as the kiwi.

Elsewhere, at the single country and asset class fund levels, High Yield Bond Funds recorded their ninth consecutive outflow while Inflation Protected Bond Funds took in fresh money for the 10th time in the 11 weeks, year - to - date.

With market volatility hitting multi-decade lows, junk bond yields also at record lows, the median price / revenue ratio of S&P 500 constituents at a record high well - beyond 2000 levels, and the most strenuously overvalued, overbought, overbullish syndromes we define, I'm increasingly concerned about the potential for an abrupt «air pocket» in the prices of risky assets that could attend even a modest upward shift in risk premiums.

Mark Vaselkiv, portfolio manager at T. Rowe Price, noted that «Einstein said there were three great forces of nature: gravity, electro magnetism, and compounded interest... high yield is an asset class that ultimately capitalizes on the latter.

He completed high yield credit internships at Marret Asset Management in Toronto and at Connor, Clark & Lunn in Vancouver before joining the firm.

At a time when demand for income generating assets is at an all - time high, the yields on income generating assets are at, or near, all - time lowAt a time when demand for income generating assets is at an all - time high, the yields on income generating assets are at, or near, all - time lowat an all - time high, the yields on income generating assets are at, or near, all - time lowat, or near, all - time lows.

After providing double - digit returns for many years, REITs are now well off the previous highs and trade at an estimated 15 % discount to net asset value (Source: TD Securities) and yielding an average of 7 %, a spread of 2.75 % over 10 - year bonds.

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).

But I am concerned that late - cycle entrants into risk assets like stocks and high - yield bonds are taking a leap of faith at a time when there is less room for markets to move up and growing risks of them falling back.

GCE tracks an index of US - listed closed - end funds, aiming for exposure to a high - yield portfolio of closed - end funds with big asset bases and high liquidity, and which trade at attractive discounts to NAV.

A diversified bond fund that invests at least 70 % of its assets in investment - grade debt with tactical investments in high - yield and non-U.S. dollar bonds.

If you look at Page 3 of C's Y - 9 performance report, you'll see that C's yield on loans is 2 % higher than the large bank peer group, yet the bank has a spread on earning assets half a point lower than other large banks.

The insatiable search for yield has driven many income assets to high valuations, but dividend growers are still attractively priced at 13.4 times forward earnings, our analysis shows.

The more general forces that have influenced the exchange rate over the past year or so have been the relative strength of the Australian economy, the associated yield differential in favour of Australian dollar assets, and the continued improvement in Australia's terms of trade, which are now at their highest level in more than 25 years.

The fall in oil prices that culminated in big declines for stocks, emerging market assets and high yield bonds at the beginning of this year is the most recent manifestation of this linkage.

Although the yield may jump around a bit (12.5 % at present) and is contingent on the timing of asset sales, we expect investors to receive a hefty high single - digit to low double - digit return for quite some time.

Finally, with 2018's realized volatility occurring at the bottom of the capital stack, we favor mortgages versus longer - dated IG or high yield assets.

Finally, with 2018's realized volatility occurring at the bottom of the capital stack, we favor mortgages versus longer - dated IG or high yield assets.

The fall in oil prices that culminated in big declines for stocks, emerging market assets and high yield bonds at the beginning of this year is the most recent manifestation of this linkage.

I learned from a dear friend of mine who manages high yield at Dwight Asset Management (one of the largest fixed income management shops that you never heard of), that with high yield bonds, spreads over Treasuries aren't the most relevant measure for riskiness of the bonds.

Indirectly, I learned this after several years of sitting next to the high yield manager at Dwight Asset Management (a very good firm that few know about).

I learned from a dear friend of mine who manages high yield at Dwight Asset Management (one of the largest fixed income management shops that you never heard of), that with high yield bonds, spread...

The insatiable search for yield has driven many income assets to high valuations, but dividend growers are still attractively priced at 13.4 times forward earnings, our analysis shows.

The emerging markets asset class was the big loser in all of our portfolios last year, at close to 15 % down, while the high - yield convertible bonds (which were affected by oil) were down 5 %.

Next we'll look at junk bond ETFs, which include Horizons Active High Yield Bond ETF, iShares U.S. High Yield Bond ETF, and First Asset Active Credit ETF.

High - yield muni portfolios typically invest at least 50 % of assets in high - income municipal securities that are not rated or that are rated by a major agency such as Standard & Poor's or Moody's at the level of BBB (considered part of thHigh - yield muni portfolios typically invest at least 50 % of assets in high - income municipal securities that are not rated or that are rated by a major agency such as Standard & Poor's or Moody's at the level of BBB (considered part of thhigh - income municipal securities that are not rated or that are rated by a major agency such as Standard & Poor's or Moody's at the level of BBB (considered part of the...

As for Bill Gross, the king of the bond kings, he recommends buying municipal bonds funds that trade at a discount of at least 10 % to net asset value (NAV) and a 5 % yield or higher.

A traditional static indexing approach leaves an investor overweight the riskiest assets at the riskiest times and underweight those low risk higher yielding assets when their returns are likely to be highest.

As long as central banks around the globe are creating monetary credits at a breakneck clip of $ 200 billion per month, assets from stocks to real estate to higher yielding securities may have a floor underneath them.

The American Century High Income Fund has typically invested at least 80 % of net assets in a portfolio of high yield bonds generally rated below investment grade by Moody's Investors Services, Standard & Poor's (S&P) Rating Services or FiHigh Income Fund has typically invested at least 80 % of net assets in a portfolio of high yield bonds generally rated below investment grade by Moody's Investors Services, Standard & Poor's (S&P) Rating Services or Fihigh yield bonds generally rated below investment grade by Moody's Investors Services, Standard & Poor's (S&P) Rating Services or Fitch.

A diversified bond fund that invests at least 70 % of its assets in investment - grade debt with tactical investments in high - yield and non-US dollar bonds.

We can see this dynamic at play in the figure below, which looks at the correlation between the amount of money flowing into risky assets (emerging markets, high yield debt) and the balance sheets of the four largest central banks.

This yield was as low as 1.63 % at the beginning of May, increasing to a high of 2.99 % before the FOMC's September meeting when the markets thought the Fed might begin tapering its asset purchases.

In fact, when looking at the asset class yields of bonds, preferreds and common equity, one can see that preferreds offer the highest yields.

Increased Demand for Higher Yielding Assets Fuels Stock Market Rally The weaker Dollar is triggering a huge rally in U.S. equity markets at the mid-session as aggressive investors seek higher yielding aHigher Yielding Assets Fuels Stock Market Rally The weaker Dollar is triggering a huge rally in U.S. equity markets at the mid-session as aggressive investors seek higher yieldingYielding Assets Fuels Stock Market Rally The weaker Dollar is triggering a huge rally in U.S. equity markets at the mid-session as aggressive investors seek higher yielding aAssets Fuels Stock Market Rally The weaker Dollar is triggering a huge rally in U.S. equity markets at the mid-session as aggressive investors seek higher yielding ahigher yieldingyielding assetsassets.

Investors Seek Safety in U.S. Dollar after Weak Housing Report The U.S. Dollar is trading higher at the mid-session as weak U.S. housing data is encouraging investors to dump higher yielding assets and seek safety in the Greenback.This morning, stock market losses are clearly triggering the rapid return to the Dollar as a safe - haven investment.

The new debt raised by WFC and JPM will be primarily at this holding company level, though presumably the bank loans and revolving loan will be fully secured by Heinz's subsidiaries and their assets, while new high - yield notes would be unsecured.

Both are returning B - graders, as is asset manager IGM Financial, which offers the highest yield of the bunch at 6.2 %.

«A company with a high yield does not translate to a good company, nor a safe investment,» says Craig Jerusalim, portfolio manager of Canadian equities at CIBC Global Asset Management.

You should be prepared to accept the trade - off of higher yields for increased risk for at least a portion of your assets.

«The prolonged period of rates at or near zero that we've seen since about 2008 has driven investors to find higher yields, and the concern is that that can lead to inflating asset prices,» Yun says.

At American Realty Advisors, we do this in many ways, including targeting high - quality assets in markets with favorable long - term growth prospects as opposed to trying to time short - term yield gains.

With interest rates at rock - bottom levels, safe yet high - yielding assets remain scarce.

This suggests that NTRs may offer a better option for investors who are concerned about rich public REIT valuations that may overstate underlying asset value, especially now, when traded REIT prices are at historic highs and yields are near historic lows.

«Investors need to realize that higher - yielding properties are great for real estate experts that have the time to manage their own assets and understand local laws,» says Steve Hovland, Director of Research at HomeUnion.

The larger REITs have seen large buying for yield seekers, ETFs and asset allocators that has driven the valuation of large REITS like Simon Properties (SPG) and Mr. Zell's own Equity Residential Properties (EQR) prices up to 2 times book value and higher, while many of the smaller ones have languished and trade at discounts to their asset value.