Sentences with phrase «at equities relative»

The market factor looks at equities relative to bonds.

Not exact matches

«Following the U.K. election, the relative risk investors saw in European bonds came back and as the situation in Greece develops, risks will hopefully unwind and as we move into a certain environment, we can expect bond markets to continue to normalize,» Thomas Buckingham, portfolio manager of the European Equity Group at JP Morgan Asset Management, told CNBC on Monday.

More than just tempering Gross's anti-equity remarks, the longtime advocate of buying and holding equity - based index funds and ETFs went so far as to say that «equities today are more attractive relative to bonds than at any other time in history.»

Looking at monthly Bloomberg data from 1994 to the present, changes in the VIX Index, a measure of U.S. equity volatility, explain nearly 20 % of the variation in the relative return between gold and the S&P 500 Index.

The largest impact can be seen when looking at the relative performance of U.S. and foreign equities in relation to the dollar.

Concerned that Fed - provided liquidity would dry up, and further spooked by the news that some committee members saw equities as pricey (at least relative to historic norms,) the market turned down immediately, quickly reversing all the morning's gains and closing down for the day.

We may need to look at the market cap of the DJIA relative to total market cap of publicly traded equities in U.S.

(The authors give the example of Deustche Bank, which had «only 2.5 % equity relative to their assets at the end of 2011.»)

Put simply, even taking account of current interest rate levels, and even assuming that stocks should be priced to deliver commensurately lower long - term returns, we currently estimate that the S&P 500 is about 2.8 times the level at which equities would provide an appropriate risk premium relative to bonds.

Given the absence of a public trading market of our common stock, and in accordance with the American Institute of Certified Public Accountants Accounting and Valuation Guide, Valuation of Privately - Held Company Equity Securities Issued as Compensation, our board of directors exercised reasonable judgment and considered numerous and subjective factors to determine the best estimate of fair value of our common stock, including independent third - party valuations of our common stock; the prices at which we sold shares of our convertible preferred stock to outside investors in arms - length transactions; the rights, preferences, and privileges of our convertible preferred stock relative to those of our common stock; our operating results, financial position, and capital resources; current business conditions and projections; the lack of marketability of our common stock; the hiring of key personnel and the experience of our management; the introduction of new products; our stage of development and material risks related to our business; the fact that the option grants involve illiquid securities in a private company; the likelihood of achieving a liquidity event, such as an initial public offering or a sale of our company given the prevailing market conditions and the nature and history of our business; industry trends and competitive environment; trends in consumer spending, including consumer confidence; and overall economic indicators, including gross domestic product, employment, inflation and interest rates, and the general economic outlook.

Equity markets clearly convulsed relative to expectations at that time, but I think the reason the markets have been resilient since then is because investors had moved too far to an extreme.

If valuations remain high or increase, at some point higher yields may make bonds more attractive relative to equities.

Rebalanced quarterly, the index is comprised of all eligible hedge fund strategies, including but not limited to equity hedge, event driven, macro, and relative value arbitrage, that meet certain criteria include UCITS compliance, net performance reporting, at least biweekly NAV reporting, and at least $ 10 million of assets under management or 6 months of track record.

As an investor's investment horizon lengthens, however, a diversified portfolio of U.S. equities becomes progressively less risky than bonds, assuming that the stocks are purchased at a sensible multiple of earnings relative to then - prevailing interest rates.

The convertible note discount rate allows investors to convert the amount of their loan, plus accrued interest, into equity at a reduced price relative to the investors in that subsequent round.

While there may be other factors at play, such as the strength of PTAs» fundraising teams or a difference in the community's culture around donations, this may show that Portland's equity fund has depressed revenues slightly relative to where they would be in the absence of the policy.

«Rising equity markets, improving labor market conditions, rising home values and relative stability in Washington has consumers feeling more optimistic as we turn the corner into 2014,» said Lindsey Piegza, chief economist at Sterne Agee.

When looking at various countries or regions where we invest, we consider emerging markets as representing a disproportionate amount of where equity value exists today after several years of underperformance relative to developed markets.

Q: Why do you suppose so few people in risk management, and senior management at major financial firms, were unwilling to consider alternative views of the sustainability of the risks being taken as the risks got larger and larger relative to the equity of individual companies, the industry as a whole, and the economy as a whole?

In fact, when looking at the earnings yield relative to real bond yields — the equity risk premium (ERP)-- investors are still being well compensated for risk in many corners, we believe.

As an investor's investment horizon lengthens, however, a diversified portfolio of U.S. equities becomes progressively less risky than bonds, assuming that the stocks are purchased at a sensible multiple of earnings relative to then - prevailing interest rates.

Delinquency rates for other forms of debt (student loans, home equity lines of credit, and auto loans) were at relative highs as well.

Like the Nationwide Maximum Diversification U.S. Core Equity ETF (MXDU) launched last year, the Nationwide Maximum Diversification Emerging Markets Core Equity ETF (MXDE) seeks to deliver higher risk - adjusted returns relative to market cap - weighted strategies by creating a more diversified risk allocation aimed at capturing the full equity risk prEquity ETF (MXDU) launched last year, the Nationwide Maximum Diversification Emerging Markets Core Equity ETF (MXDE) seeks to deliver higher risk - adjusted returns relative to market cap - weighted strategies by creating a more diversified risk allocation aimed at capturing the full equity risk prEquity ETF (MXDE) seeks to deliver higher risk - adjusted returns relative to market cap - weighted strategies by creating a more diversified risk allocation aimed at capturing the full equity risk prequity risk premium.

My success simply hinges on my ability to find wonderful businesses and buy equity positions in these businesses at attractive prices relative to their intrinsic value.

The relative equity out - performance of the US was a two - way street and had at least a part of its roots in the deceleration of economic growth in many emerging market countries.

With that said, the relative value of US equities is still attractive at the moment.

Notably, the market value of U.S. equities relative to GDP — though not as elevated as at the 2000 bubble top — is not depressed by any means.

As fixed claims grow relative to equity claims, the economy becomes less flexible, because many are counting on the debts for which they are creditors to be paid back at par.

But can you maybe just maybe size for us at least within the SMA bucket, how big that strategy and its variations is relative to your equity SMA or your equity separate account is?

In fact, the cyclically adjusted price - to - earnings ratio (CAPE) 1 for U.S. equities is at a record high relative to its past history — in the 100th percentile2 — while price - to - book (P / B) ratios are in the 96th percentile3 of historical values.

Equities are priced for mid to high single - digit returns the next five years, relative to bonds at 3 % or 4 % and versus inflation.

Why do you suppose so few people in risk management, and senior management at major financial firms, were unwilling to consider alternative views of the sustainability of the risks being taken as the risks got larger and larger relative to the equity of individual companies, the industry as a whole, and the economy as a whole?

In a risk - optimized framework however, the allocation to both equities and bonds depends on the relative risk associated with each asset class based on their relative volatilities at each rebalance date.

If the period to reach the target AA is short relative to your remaining investment horizon, you can spare yourself most of the pain of selling major equity holdings at their current price.

Under normal conditions, the Fund invests at least 80 % of its assets in small - cap equities deemed out of favor and / or undervalued relative to a company's prospects for growth or relative to its peers.

At the beginning of 2002, the ratio of assets in equity funds relative to money market funds was 1.5, close to a four - year low of 1.4.

Matt Barasch, equity strategist at RBC Capital Markets, on Tuesday listed seven reasons to buy Canadian equities, including «compelling relative valuation» and potential for strong full - year earnings growth.

So relative to international equities, Japanese stocks do not appear expensive at all.

Here, we present methodology and results of the first study examining national mitigation pledges presented at the 2015 Paris climate summit, relative to equity benchmarks and 1.5 °C - compliant global mitigation.

At the other end were Direct General, Equity Insurance Company, and Windhaven, which received the most complaints relative to their market share size.