Sentences with phrase «big equity bear markets»

However, what is perhaps more concerning is how target date funds performed during the big equity bear markets.

Not exact matches

But having lived through two big bear markets in the last 15 years, elderly investors can hardly be blamed for regarding equities with caution.

A lot of money is also paid to «professionals» who skim huge salaries and benefits to put money to work with hedge funds and private equity funds, most of which will be wiped out in the next big bear market.

If you want to ensure you get the big returns from stocks that investment writers highlight when urging you to invest in equities, you need to buy during bear markets to make up for the lousy returns from those years when you buy at what proves to be the top of a bull market.

The conventional approach of decreasing your equity allocation in retirement is meant to protect you from big bear markets.

The liquid - alt pitch is that individuals can access the same types of investments as university endowments and other big institutions, to diversify equity - heavy portfolios, typically with a 10 % to 20 % allocation to liquid alts... The advantage of the [AQR Managed Futures] strategy -LSB-...] is that it is uncorrelated with other asset classes, and «has the most consistently strong performance in equity bear markets.»

In some bear markets a broadly diversified, globally diversified portfolio protects investors against huge losses, like 2000 - 2002, but most big bear markets are more like 2007 - 2009 when almost all equity asset classes fell.