Sentences with phrase «at low asset»

Compare that to a 1 % per annum charge which would have been $ 3.30 for that first year (assuming any dealer would allow it) and chances are they'll be happy to let you charge them for a DSC on a high MER fund because at low asset levels, even relatively expensive mutual funds are low cost on an absolute basis.

Not exact matches

Early on, these scarce assets are typically available at lower relative costs because the sellers / leasers don't initially appreciate future demand or the scarcity of their offerings.

(http://www.dailykos.com/story/2007/8/28/377268/ --RRB- That can happen because wages falter, because consumers can't free up spending money by refinancing debt at lower rates, or because important assets like houses or 401k assets stop appreciating.

The asymmetry of prospective rate moves in different parts of the curve with short rates at the zero lower bound, explicit forward guidance about future policy decisions and massive asset purchase programs may result in a higher likelihood of one - sided markets, which may in turn impair liquidity, or at least lead one to conclude from liquidity indicators that markets have become more illiquid.

Matthew Riley, head of research at Natixis Global Asset Management, told CNBC on Monday that «there's a lot of uncertainty at the moment, certainly geopolitical uncertainty from what we read is pretty much high although market volatility is quite low.

For instance, Olavsrud at FBB Capital Partners said that it's more advantageous to do it during a year when your income is lower or when the market is down, lowering the value of the assets in the account.

They had never really before tried to limit the negative effects of low interest rates — asset - price bubbles — while at the same time as applying a heavy dose of monetary stimulus.

«Particularly with oil prices hitting lows at some point in the first quarter... lots of sub investment - grade firms could be under a lot of stress, and for those with stronger balance sheets, those companies could take this as an opportunity to buy and acquire assets,» Deshpande said in a phone interview.

«We like buying companies or assets that have some hair on them, which means you get them at a somewhat lower price.

Impact of Tax Reform Law, primarily re-measurement of deferred tax assets at lower corporate tax rates

«Asset values such as the stock market are at all - time highs, every major industry around the world last year grew by more than 20 percent, volatility is at an historic low.

Companies have announced significant earnings pickups as a result of the lower tax rate,» said David Katz, chief investment officer at Matrix Asset Advisors in New York.

Looking at a simple asset allocation, a theoretical allocation to long - dated U.S. bonds (+20 years) fluctuates from as low as 3 % to as high as 25 % based on changes to the risk model, i.e. correlation of different asset classes.

If you have any stock or other asset in a taxable account, it's worth looking at whether it would make sense to sell off appreciated long - term investments while you're in a lower tax bracket.

The ECB kept rates at record lows and confirmed its asset - buying programme would continue at 60 billion euros ($ 69.15 billion) per month at least until December and could be expanded or extended if deemed necessary.

In a closely - watched keynote speech at a banking conference in Frankfurt, Draghi dropped his clearest hint yet that the ECB will expand its program of asset purchases, which depresses interest rates by injecting money into the financial system, and may also push its official deposit rate even further into negative territory, from its current record low of -0.20 %.

That's largely due to the magic of compounding, says Jean Masson, who oversees $ 12 billion in mostly low - volatility equities as a managing director at TD Asset Management.

October 22: President Obama unveils a program to help small businesses borrow money, by allowing small banks to borrow funds at low rates from the Troubled Asset Relief Program (TARP).

Scoring a major asset at a time when oil prices had hit major lows has transformed Perth - based junior Kalrez Energy NL from a gold explorer to an oil and gas producer.

Carry trade is a trading strategy that involves borrowing at a low interest rate and investing in an asset that provides a higher rate of return.

Betterment boasts some of the lowest fees in the industry and they are extremely straightforward at just a flat 0.25 % for all assets managed.

Today's biggest bubble in safe assets, however, is the one in Treasury bonds, which is a direct consequence of the Fed's policy of holding interest rates down at abnormally low levels.

But I guess it makes sense because after the NASDAQ bubble burst in March 2000, real estate started taking off partly because the Fed aggressively lowered interest rates, and partly because equity investors looked at hard assets to park their money.

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.

«The biggest challenge is delevering, but it presents the opportunity of borrowing at a lower rate of interest,» Gross said, noting that investors must be sure that the assets they're buying this year are creditworthy and present low risk exposure.

And did that do anything in the first place, other than to boost risk assets and «encourage» policymakers in Congress to spend at Fed - influenced low interest rates?

As the gap widens, it creates rising uncertainty about how excess debt servicing costs will ultimately be allocated, and at the point at which this uncertainty is high enough to alter materially the behavior of economic agents, and so lower the net asset value of the economic entity, the borrowing country has «excessive» debt.

By putting 20 % each in the three just mentioned asset classes, then 20 % in high dividend stocks and 20 % in low volatility stocks, I got to a portfolio with 5.2 % income at 4.8 % vol.

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.

More importantly, consider moving at least a portion of your assets abroad to a safe, stable, low - debt jurisdiction that doesn't have the same desperation.

As Nobel economist (and one of my dissertation advisors at Stanford) Joe Stiglitz noted on Friday, a good part of the reason for rising oil prices is because the producers are already awash in U.S. assets, and to supply significantly more oil will just force them to accumulate more low - return assets.

Guideline has eliminated these fees, and only charges participants the cost to administer the plan, which, at 0.13 % of assets, is the lowest fund expense in the industry.

At their lows of the day, major indexes fell sharply, with both the Dow and the S&P 500 dropping below their 200 - day moving averages, a closely watched gauge used as a proxy for an asset's long - term momentum trends.

Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

Before the end of April, when the market started its gut - wrenching descent, «the combination of return generation and risk diversification was part of a broader virtuous circle for fixed income, which also included significant inflows to the asset class and direct support from central banks,» El - Erian writes at the start of his viewpoint, noting that in addition to delivering solid returns with lower volatility relative to stocks, the inclusion of fixed income in diversified asset allocations also helped to reduce overall portfolio risk.

Indeed, Finke said that he's most proud of a series of articles that he wrote last year along with American College professor Wade Pfau and David Blanchett, head of retirement research at Morningstar, that looked at the impact of low asset yields on the sustainability of retirement portfolios.

2014.01.02 RBC PMI ™ falls to four - month low as both output and new order growth slows RBC Global Asset Management Inc. (RBC GAM) has been recognized with five awards at the annual FundGrade ® A + Awards,...

ETF shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

We have a saying that «when the CBOE Volatility Index1 (VIX Index) is low it's time to go» — the VIX is often referred to as the fear index or fear gauge, and when it's at low levels, we think it could be a prudent time to move a little more out of risk assets.

Asset quality continues to improve with non-performing loan formation at its lowest level since 2011, down 22 % year - over-year, and management expects it to fall even further in 2015.

Conversely, when prices are trending lower (and reach a major trough before reversing), we can see that excessive demand is entering the market as investors look to buy the asset at cheaper prices.

At PagnatoKarp, the goals of our True Fiduciary ™ Standards and Fiduciary Family Office ™ are to focus on safety of assets, lowering costs, and simplifying your life so you have more time to spend on what matters to you most.

At a base level, Double Up should only be used during times when the price of your chosen asset is clearly trending in the predicted direction, higher or lower (as forecast) than the entry price.

Looking at this chart of real vs. financial assets, one feels reminded of the old saw «buy low, sell high» — click to enlarge.

Shares of closed - end funds trade at their market price, which may be higher or lower than a fund's net asset value (NAV) per share.

The unit's return on assets, at 6.7 percent, is some seven times better than its owner's 0.9 percent, a sign of both OneMain's lower costs and the higher interest rates it charges customers.

Over the past couple of years, speculators have also used short sales of gold to obtain low cost funds to invest in other assets — for example, by shorting gold (borrowing it and selling it in the spot market), market participants have been able to obtain US dollars at between 1 and 2 per cent, well below the rate of return available on US assets.

Generally, assets can be held at your existing custodian or we can set up new accounts at low - cost custodians such as TD Institutional.

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

In the event of a reasonable market pullback (say, a few percent), and assuming market internals were still intact at that point, I would be inclined to increase our call option position toward about 2 % of assets, which would provide good exposure to any market advance that might begin from that lower base.