Sentences with phrase «bond and cash proxy»

Check out this superb resource for historical stock, bond and cash proxy returns from the NYU Stern college of business.

Not exact matches

Consider this simple example with a three - instrument portfolio comprised of a S&P 500 ETF, a long - term bond ETF and a cash - proxy ETF.1 Based on daily returns since 2010, the annualized volatility on the cash proxy (a short - term bond ETF) is effectively zero, compared to 16 % and 15 % for the stock and bond ETFs.

Short - dated Bonds tend to be a proxy for cash, long - dated bonds a hedge against deflation, and index - linked bonds a hedge against inflaBonds tend to be a proxy for cash, long - dated bonds a hedge against deflation, and index - linked bonds a hedge against inflabonds a hedge against deflation, and index - linked bonds a hedge against inflabonds a hedge against inflation.

Since 1900 stocks returned 6.5 % annualized after inflation, bonds 2 % and cash — using T - bills as a proxy — just 0.8 %, according to London Business School academics Elroy Dimson, Paul Marsh and Mike Staunton in research forCredit Suisse.

Conversely slower growth companies like real estate investment trusts (REITs), utilities and telecom companies, which are seen as bond proxies because they deliver a steady cash flow to investors, have a tendency to lag as rate climb.