Sentences with phrase «better yielding asset»

«If you sell that asset, how do you replace it with a better yielding asset at this point?

Not exact matches

TIAA - CREF, which has $ 542 billion under management, began investing in cropland in 2007 as part of an effort to diversify and, well, grow its assets and achieve good yields.

The asset class, represented by the Markit iBoxx USD Liquid High Yield Index, has seen spreads relative to Treasuries widen sharply, despite the fact that defaults remain well below historical levels.

There is no doubt that, based on pure, cold, logical data, stocks are the single best long - term performing asset class for disciplined investors who are not swayed by emotion, focus on earnings and dividends, and never pay too much for a stock, often as measured on a conservative beginning earnings yield relative to the Treasury bond yield basis.

Volatility's impact on a money fund's net asset value (NAV) from an increase in yield falls well short of what would be necessary to challenge the stability of principal.

Instead of yield at any price, investors wanted companies and assets that would do better in an environment of stable or rising growth.

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.

Efficient pricing in fixed - interest markets depends, to a large extent, on the existence of a well - defined yield curve for an asset of undoubted credit worthiness.

In this environment, generating ample income will require more than a single asset type as well as a careful balance of yield and risk.

To give you a better understanding of how rising interest rates negatively affect the principal portion of a dividend yielding asset just think about real estate.

A fair amoiunt of the increase in offshore USD denominated assets, might very well be MNC's profits not re-shored, and off course HNW seeking yield, deferring taxation.

European high - yield bonds were the best - performing fixed - income asset class in 2013, according to Barclays.

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.

The Strategic Total Return Fund moved the bulk of its assets from short - term Treasury securities to Treasury inflation protected securities as real yields on these securities surged well over 3 %.

platform and outsourced support services to yield the efficiencies of a large - scale environment, enabling clients to reduce overall servicing costs, increase productivity and better manage their commercial mortgage assets.

But in the last few episodes of sharp stock market drops, bonds went up (US government bonds are a safe haven asset and appreciate in crisis periods) so the only thing better than 3 months worth of expenses in a money market fund is having 3 + x months worth of expenses in the bond portfolio due to higher bond yields and negative correlation between bonds and stocks.

There is good rationale as to why the bond markets are in the position they are today; compressed spreads are the result of low rates coupled with strong demand out pacing supply for yield assets.

Treasury yields closed the session on one - week highs, as the ADP employment report showed a robust labor market, which bodes well before Friday's government release, while the relief rally is risk assets also pushed yields higher across the curve, despite the slight miss in the ISM services PMI.

But a better understanding of public commercial assets — defined as government property that generates profit, such as state - owned firms, real estate, and forests — could help yield significant amounts of wealth for economies struggling to get back on track.

These assets alone will see infrequent and ineffective use and yield little value to the organization, or benefit to the individual, without having a well - coordinated fit between the two.

As the use of mobile learning in corporate training is setting down deep roots, designing assets that hold learners» attention and best suit the purpose of training will yield results.

Another potential asset class that scores well on expected yield relative to expected risk: preferred stocks.

Demand for yield combined with the benefits of floating rate interest payments and better security provisions than fixed rate junk bonds all helps to draw attention to this asset class.

The best example of interest rate risk is in the dynamic of bond prices and yields, but it's found with any interest bearing assets.

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).

Asset Allocation — best done with forward looking estimates of earnings yields (another case of if everyone did this, it wouldn't work..

In this case customers may consider taking on extra risk in exchange for better yield with assets such as annuities, long - term Treasury bonds or dividend - paying stocks.

They're free to compare interest rates and account features in search of the best online high - yield savings account for their liquid assets.

Interest rates had fallen through the year, and so my high quality illiquid assets had yields well in excess of where new money could be deployed.

It invests in investment - grade bonds, high - yield bonds and derivatives, but it is best known for extensive investments in U.S. asset - and mortgage - backed securities.

The main difference between these charts comes from which asset class had better returns during a given time range: in one time period, the EAFE - heavy portfolio yielded the higher returns, while in the later period, the pure U.S. stock heavy portfolio dominated.

In this environment, generating ample income will require more than a single asset type as well as a careful balance of yield and risk.

«I think the big move now is from active [investing] to passive, and that's good for most people,» says Joel Greenblatt, Managing Principal of Gotham Asset Management and the guru Validea's «Earnings Yield Investor» is based on.

Infrastructure has also become crowded, but offers good inflation protection, as well as stable yields both of which makes it an attractive asset class for endowment funds.

If Treasury rates are low, this often brings down the yields of other asset classes as well.

The PIMCO Monthly Income Fund invests in a number of high yield areas but is best known for its savvy investing in U.S. mortgage - backed and asset - backed securities.

«Emerging markets high - yield bonds are thus an attractive asset class for the long - term, offering a similarly high yield to US high - yield bonds, but with a lower duration and better credit rating.»

Many other assets typically included in income portfolios have held up well, and some have actually performed better, when yields have been rising.

As interest rates tends to rise in anticipation of stronger economic growth, assets which are more sensitive to economic growth (such as high yield debt) can still perform well.

In a recent note to clients, Eric Sprott, the head of Sprott Asset Management, raised questions on «how well the financial system can cope in a relentless low - to - no - yield environment for bonds.»

This all - star cluster of stocks features the very best of several high - income assets, from preferred stocks to REITs to closed - end funds and more, that combine for a yield of more than 8 %.

Yes, sometimes there will be breakdowns in train also, i.e. sometime equity as an asset class under - perform other asset class like fixed income, but over a long period of time, equity as a asset class should yield inflation adjusted better results.

We examined 11 rising - rate periods since 2005 (defined as a spike of 20 % or more in the yield of the 10 - Year Treasury), and these asset classes performed the best.

The fund will make asset allocation decisions based on two driving factors: the 200 day moving average for the S&P 500 index as well as the bond yield curve.

Plus, it offers well - diversified portfolios that hold a variety of assets, from large - company stocks (U.S. and foreign) to small - company stocks, U.S. and foreign bonds, high - yield debt, and even gold.

A better than expected U.S. Manufacturing report helped to underpin the U.S. markets and create upside momentum.A surge in demand for higher yielding assets is also helping to drive crude oil and gold prices higher.

In fact, the top 25 large - cap dividend ETFs by assets under management yield just 2.77 % on average — little better than the 2.32 % yield on 10 - year Treasuries right now.

My point being that the following list is comprised of certain higher - yielding dividend paying stocks with low or reasonable levels of risk, as well as some candidates and asset classes that can carry higher levels of risk.

Ideally, if you want the best yield out of a bunch of consumer lending assets, you want a lot of the middle group.

In fact, the vast majority of high - yielding assets have been the best performers of 2014, including utility stocks, REITs as well as long - dated U.S. Treasuries.