Sentences with phrase «bond assets»

Let's do a quick review of my proposed stocks and bonds asset allocation model before moving on to the big data.

I can analyze the relative risks of loss among different bond asset classes and compare that against spreads, and allocate to those that offer the best relative return.

This is an interesting piece for bond assets in a bull market.

My time managing bond assets for life insurers taught me a lot about trading 1998 - 2003.

Time to move to a light allocation to risky bond assets.

The «can I sleep well at night» test is the same one my husband and I use to determine our stock / bond asset allocation.

Today, we're one of the largest municipal bond fund managers in the nation1, and have more than $ 71 billion in municipal bond assets under management.2

Given that our crystal balls are opaque for predicting interest rates, I thought it would be interesting to continue my interview with two financial advisors about managing interest rate risk in the municipal bond asset class.

In fact, the recent backup in yields makes bonds an asset class worth considering — both because the yield has been higher, and because the majority of the interest rate movement expected for 2017 may have already been priced into the market.

During his consulting career, he led the Vancouver investment practice of a multinational actuarial consulting firm providing advice on investment strategy, including the matching of bond assets with liabilities.

At the risk of oversimplifying a complex analysis, Siegel's bottom line is that while there are not enough younger generation Americans to absorb the Boomers stock and bond assets at current prices, investors in emerging countries, like China and India, will more than make up for that and will end up buying the Baby Boomer's paper assets as the Boomers sell them off to fund their retirements.

As you advance in age, the asset allocation shifts from more equities to more bond assets.

iShares Intermediate Credit Bond Assets: $ 6.3 billion Expense ratio: 0.20 percent 1 - month return though 8/20: 0.30 percent

By using the same index provider as the one used in the developed - market bonds asset class, there is consistent categorization of countries among developed international bonds (ex.

Within the US bond asset class are two investments: aggregate US bonds and inflation protected bonds.

Cash has been redeployed somewhat, and bond asset values have declined as debt instruments have came under pressure in the credit crisis of the second half of 2007.

Those that get in early would benefit from that if bond assets grow under the management of Bill Gross.

Bond market participants like central banks, insurers, and commercial banks control more than half of the US$ 100 trillion in bond assets globally, according to fixed income giant PIMCO.

BTS Bond Asset Allocation Fund (BTSAX) will be merging into the BTS Tactical Fixed Income Fund (BTFAX) on December 12, 2014.

In other words, the advisor is pretending the U.S. bond asset class is the actual bond mutual fund the advisor wants to use in the portfolio.

Be wary of traditional bond or CLO / CDO managers (who often tout themselves as alternative), or any type of bond assets under management.

Here's the Financial Samurai stocks and bonds asset allocation model, which is appropriate for folks who build multiple income streams and get out of the rate race sooner due to an aggressive accumulation of capital.

Municipal bond assets under management figure includes U.S. retail municipal bond fund assets and separately managed accounts.

«Britain's generous defined benefit pensions have plumbed further depths during August, reaching another record - breaking deficit of # 459.4 bn as the scramble for bond assets and the interest rate cut sent their liabilities soaring -LSB-...]

In fact, the recent backup in yields makes bonds an asset class worth considering — both because the yield has been higher, and because the majority of the interest rate movement expected for 2017 may have already been priced into the market.

Fund outflows in the municipal bond asset class, in part driven by the Detroit bankruptcy, pushed municipal bond performance down in July according to the S&P National AMT - Free Municipal Bond Index.

«You're putting a tremendous amount of issuance into the marketplace,» says Rick Rieder who oversees BlackRock's $ 1.7 trillion in bond assets.

For most of the last decade, active management has underperformed in most stock and bond asset classes, with only a handful of managers beating their benchmark.

Regardless of your age, if you are extremely risk averse and can not tolerate drops in your portfolio value, you may want a greater percentage in fixed / bond assets and a lesser percent in stocks.

Much as I like analyzing the insurance industry, I'm better at managing broad market equity and bond assets.

To achieve sustainable and repeatable positive returns, the 60 % stock, 40 % bond asset allocation is no longer sufficient or necessary.

Since you have decided that you want to have a 20 % bond asset allocation, then your bonds would fill in the range from 80 % to 100 %.

If your asset allocation and / or taxable versus retirement asset proportions were different and your equities do not entirely fill your Roth accounts, then you would fill the remainder of your Roth accounts with your bond assets rather than your cash assets.

If your particular asset allocation would me that any cash or bond assets would be held in your taxable accounts, the assets should be cash assets, because their taxable yields are usually lower than bonds.

Let's say «Tom» allocated a large amount of capital in some fund's (it's TIAA - CREF, actually) bond assets.

cost of their investment bank / broker dealer, and c) some of the other low valuations may simply reflect a large level of traditional / bond assets under management.

That is a simple way for bond managers at banks, insurance companies, pension funds and endowments to manage their bond assets.

First lets look at what Vanguard projects a simple 50 % stock / 50 % bond asset allocation will return for investors who save 6 % of their annual salary until retirement.

In addition, after introducing international bonds to the portfolio for the first time in mid-2013, the firm is also boosting the international sleeve of its TDFs» bond assets, from 20 % to 30 %.

Horter Investment Management's approach is to seek to achieve superior risk - adjusted returns over a full market cycle (4 - 5 years) compared to the traditional 60 % equities / 40 % bonds asset allocation.

Despite the spreading credit crunch, short - term corporate borrowing won't go away, says John Kornitzer, chief executive of Kornitzer Capital Management, which runs $ 6 billion in stock and bond assets.

Tactical Asset Management manages stock or bond assets and can go risk off2 to cash, potentially make money whether the stock market goes up or down and potentially make money with bonds as interest rates go up or down.

I manage stock and bond assets for upper middle - class individuals and small institutions.