Sentences with phrase «bond exposure»

Maybe shift a bit of bond exposure into provincial or corporate debt for a yield bump.

We don't want as much bond exposure as the «buy your age in bonds» formula suggests because interest rates are at historical lows.

He has some suggestions for bond exposure, specifically sectors that look more attractive right now.

During bear markets beginning in 1980, 2000, and 2007 — the ones in which bond exposure was most helpful — the rate of inflation declined.

In the example above, we simply moved all of the taxable account's bond exposure into the investor's 401 (k) and filled the taxable account with equities.

We believe that investors will continue to want bond exposure.

We are reducing as much government bond exposure as possible.

If you have minimal bond exposure, I assume you have correctly set the risk tolerance for that.

While it is true that interest rates have been unusually low, yields on reasonable passive bond exposures are still around 2 - 4 %.

Reducing the duration of bond exposure could help reduce rising rates risk.

He has some suggestions for bond exposure, specifically sectors that look more attractive right now.

As shown in the table above, our analysis also included a more detailed sector breakdown of the $ 3.5 trillion bond exposure as of year - end 2010.

During bear markets beginning in 1980, 2000, and 2007 — the ones in which bond exposure was most helpful — the rate of inflation declined.

His ETF of choice for U.S. corporate bond exposure is the iShares iBoxx Investment Grade Corporate Bond ETF.

We have also reduced our high - yield bond exposure in our (GLC) income - oriented balanced funds.»

Banks in the US have always been large holders of bonds, but at the moment bank holdings pale in comparison to the magnitude of bond exposure in the mutual fund complex and bonds held at the household level.

And while active and passive series generally have similar average equity glide paths, active series tended to have more diversified bond exposures at the sub-asset-class level than passive ones.

For international bond exposure, however, most providers do hedge all or the majority of the currency exposure.

I would like to see an ETF that offers global investment - grade bond exposure, hedged to Canadian dollars.

Uncertainty over the direction the Federal Reserve might take on interest rates is also influencing investors to add to their short - term municipal bond exposure.

BLV can be a quality pick for investors seeking a one stop shop for longer term bond exposure that likely has a greater yield than a comparable pure T - Bill fund.

If you are looking to add bond exposure to your portfolio, there are a few questions you have to answer first: what kind of bonds are you looking to add, what duration are you targeting, and will you be purchasing individual bonds or a bundle of bonds through bond mutual fund or ETFs?

«So to postpone the impact of any increase as long as possible, we've shifted some of our long bond exposure to U.S. investment - grade corporate bonds offering decent yields.»

However, for Canadian bond exposure, there are two other ETFs we have also used: the iShares DEX Long Term Bond Index Fund (XLB / TO) and the BMO Long Corporate Bond ETF (ZLC / TO).

«If you have an allocation to an aggregate bond exposure, you can use our two products to dial up or dial down, respectively, the corporate and the government exposures in line with your asset allocation designs,» said Arne Noack, a director with Deutsche Asset Management's Exchange Traded Product Development team.

The Fund's stock and bond exposures continue to be very different than what the market currently favors.

Within the broad EM debt asset class, U.S. investors looking for EM bond exposure without explicit currency risk may want to consider dollar - denominated sovereign bonds like the iShares J. P. Morgan USD Emerging Markets Bond ETF (EMB).

They don't solve the macroeconomic problems underlying the weak Dollar, though, and so toward the end of the shock move upward in the Dollar, I would be inclined to buy more foreign bond exposure.

Let's see how the average ITB portfolio sizes up against the Aggregate Index versus the Bloomberg Barclays U.S. Universal Index (U.S. Universal Index), an index that includes more comprehensive bond exposures.

This leads to large bond exposure for older investors, which may be good from a risk standpoint, but it may also add to the amount retirees will pay in taxes if those bonds are within a taxable account.

The tobacco bond exposure helps lengthen the duration of the index to over 9 years.

Remember that the investor lost their stock and bond exposure so now they suffer an even greater loss since roughly 66 % of their portfolio (as assets not dollars) is now gold and real estate.

If you already have a U.S. bond fund, an international bond fund can add global bond exposure along with its monthly dividend payments.

Adopting the discipline of rebalancing bond exposures toward fundamental weights, which are linked to the economic size of the underlying issuing companies rather than to the amount of debt they have issued, achieves the dual objective of: 1) tilting holdings toward companies with better debt servicing and higher credit ratings; and 2) taking advantage of mean reversion in securities prices over time.

We also like floating - rate bond exposures, on the basis that the Fed «dot plot» points to one additional rate increase this year and another three hikes in 2018.»

Seeks to capture the strongest fixed income trends based on price momentum, while mitigating the weakest, to complement a diversified core bond exposure

BSJI has a limited life span, and as such might not be appropriate for those looking for low maintenance bond exposure over the long term.

As we get further along in the business cycle, I tend to keep the maturities in my corporate bond exposure a little shorter than I would earlier in the cycle.

High - yield bond exposure is limited to no more than 20 % of Fund assets.

And perhaps more importantly, some hedged international bond exposure can potentially reduce a portfolio's overall volatility amid rocky markets.

When deciding whether municipal bond exposure is prudent, a simple formula can help investors determine how a muni's tax - equivalent yield compares to a taxable credit:

Banks in the US have always been large holders of bonds, but at the moment bank holdings pale in comparison to the magnitude of bond exposure in the mutual fund complex and bonds held at the household level.

The easiest way to get diversified bond exposure is to invest in a total U.S. bond market index fund or ETF that tracks a benchmark like the Barclays U.S. Aggregate Bond Index.

A lot of Vanguard Equity Income (similar to the stock portion of Wellington Fund) and Baird Core Plus for bond exposure.

It's a bit wonky, but indexes representing credit - derivative spreads, which represent a type of hedge or insurance investors pay for their investment - grade corporate - bond exposure, have plunged to near - cycle lows.