Sentences with phrase «bond investments where»

From what I can tell, it looks like they are referring to some sort of loan or bond investments where they are receiving interest payments.

Not exact matches

The hedge fund would break even on its debt investment if the Berkshire bid prevails because gains in some parts of its debt holdings, which would be paid out in full, would offset losses in the unsecured bonds it holds, where it would take a deep haircut, the people said.

So while there could be one or even five year periods where longer maturity bonds perform fairly well from these yield levels, over the long - term they're likely to be a poor investment in terms of earning a decent return over the rate of inflation.

Put more tax - efficient investments (low - turnover funds like index funds or ETFs, and municipal bonds, where interest is typically free from federal income tax) in taxable accounts.

In response, some central banks have turned to unconventional tools like quantitative easing (QE), where a central bank purchases sovereign bonds in an effort to drive down interest rates and drive up consumer spending and capital investment.

Stocks, franchises, REITs, bonds, IRA's, 401K's — these are all places where people make investments with their dollars.

We discussed the potential impact on the bond market, and where Irving is seeing investment opportunities.

Investors typically own short - term bond funds as a low - risk vehicle to preserve their principal, so losses in this segment tend to be more upsetting than a downturn in investments such as stock funds where volatility can be expected.

Prior to joining Wellington Management in 2010, Brad spent 12 years at Putnam Investments, most recently as a portfolio manager in their Municipal Bond Department where he helped manage 11 open - end mutual funds and two closed - end funds (2006 — 2009).

For example, by comparing a group of corporate bonds (like investment grade corporate bonds) vs. treasuries, you get a picture of where the average investment grade bond credit spread currently stands.

She is a regular contributor of fixed income analysis to Saxo bank's News & Research hub where she outlined her view of bond market trends across the developed and emerging market spaces, as well as in investment grade and high - yield bonds.

Investment to consider: The interest from municipal bonds is generally free from federal taxes and often state taxes as well, depending on your state or where you file — savings that may potentially translate into higher returns.

He joined Leith Wheeler from TD Bank in January 2009, where he'd spent the previous 10 years trading a proprietary bank portfolio of credit default swaps, investment grade and high yield bonds for TD in New York and London.

The easiest way to dollar cost average is to buy a mutual or bond fund (from Vanguard for example) where you can setup automated deposits — this way you don't have to pay trading fees for buying new stocks or bonds every investment cycle.

Depending on where the stock market and bond market are at the time, I'd like to deploy $ 300,000 of the proceeds in low risk investments that have a high chance of producing a 4 % gross yield.

April 14, 2015 Governor Deval Patrick has taken a job with Bain Capital to head up their Social Impact Bond fund, an investment vehicle where SEL could have an impact in its ability to deliver on measurable goals.

There you have it, an alternative investment class that helps you avoid the volatility of stocks, bonds, and public REITs where declining share prices can erase the any dividend payments.

ONCE YOU SETTLE ON TARGET portfolio percentages for stocks, bonds, cash investments and alternative investments, you'll want to check where you stand at least once a year and also after major market moves.

Treasury Bonds are often viewed as very safe investments, and often used in some situations where cash isn't appropriate..

As an investment grade corporate bond manager, I bought a convertible bond once, where it was «busted,» and was attractive just for the income alone.

Im 18 yrs and have a strong interest in stocks and bonds, I would enjoy having the opinion of those who have seen progress for themselves, so with that being said where is a good place to begin my investment????

Bonds, also known as fixed income, are an investment you can purchase where you essentially lend money to whoever issued the bond in exchange for future income in the form of interest payments.

What you pay depends on a number of factors: Where you buy the bond — say an online broker or a full service investment firm; what type it is — U.S., Canadian, corporate or government; and how much of it you want — the price can go down the more you buy, so institutional investors usually get a better price.

The pricing of stocks is not arbitrary — a high price must be justified by high earnings relative to where an investment grade bonds yield.

Where their existing Income fund (DODIX) is domestic and centered on investment - grade issues, Global Bond is a converted limited partnership that can go anywhere and shows a predilection for boldness.

Justin's investment career commenced in 1993 at quantitative asset manager Pareto Partners, where he developed currency, bond and equity strategies.

Yet I will not participate in a game of the «greater fool», where everyone buys negative yielding bonds not because of their investment potential (obviously, there is none), but solely because they think someone will pay more for them in the future.

@Jerry, I agree that today the main risk in bonds is duration risk (AKA interest - rate risk)-- last weekend's Barron's has an interview with the UBS Wealth Management top managers pointing out this means convincing investors to switch from Treasuries and investment - grade corporates to well - selected junk (HYLD is a jewel there — DO N'T go for index funds in bonds, very differently from ones in stocks they make no sense... where's the sense in wanting to lend more to companies which are more indebted?!

Prior to joining Wellington Management in 2010, Brad spent 12 years at Putnam Investments, most recently as a portfolio manager in their Municipal Bond Department where he helped manage 11 open - end mutual funds and two closed - end funds (2006 — 2009).

After hearing several presentations about indexing, where you use exchange - traded funds or index funds, to lock in the returns of various stock and bond indexes, he did some further reading on the topic and decided to buy in for his personal investments, which were being looked after by an investment adviser.

Recently, interest rates have climbed to a point where it now makes sense to consider stashing some of your cash and profits from your investment accounts into CDs, bonds, Treasury Bills and Notes.

Here's where short - term, low - risk investments like GICs and bonds may be beneficial.

A retirement account with a long investment time horizon might have an 80/20 mix where 80 % of the portfolio is invested in stocks and 20 % is invested in bonds.

The way I understand duration is that it is more like a time period where you breakeven on the investment through cashflow from coupons and bond maturities.

Here's where it's interesting: From the IRS's view of the world, the only investment return they consider is the yield on Treasury bonds.

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Bond mutual funds are just like stock mutual funds where funds are pooled with other investors and an investment professional invests the money according to the investment goals of the fund.

You may actually want to compare your notes to current bond terms, yields and returns to see where your investment stands.

Yes, owning safe and risky investments is a bright idea — that's where the 60/40 stocks / bonds came from.

A mutual fund is a type of investment vehicle where money collected from various investors is pooled together for the purpose of investing in different assets including bonds, stocks, and / or money market investments like cash, gold, etc..

The buy and hold strategy is where investors buy bonds with good investment grade score and good interest rates and hold the bonds until the maturity period is reached.

Or they had a built - in margin of safety, such as property and casualty insurance businesses where you were in effect buying a bond portfolio at a discount to book, had the benefit of investing the premium float, had a necessary product (automobile insurance) and again did not need a lot of capital investment.

They know that strategically dividing up your money between stocks, real estate, and bonds is responsible for 90 % of investment returns — so that division and allocation strategy is where they focus.

Mihir Worah, PIMCO's CIO of asset allocation and real return, discusses what kind of government bonds look most attractive and where the firm is concentrating investments on the yield curve in 2018.

In general, bonds tend to be a lower risk investment, but it depends on the type of bond and where it's invested.

An insurance bond is a long term investment offered by insurance companies and friendly societies where investors» money is pooled and invested according to the investment option chosen.

Most investment bonds also offer a child advancement policy where ownership of the policy is able to be transferred to a child when they reach a nominated age.

I agree with the author when he states «there is a strong preference for holding income - oriented investments in tax - advantaged accounts and holding growth - oriented investments in taxable accounts» Following that reasoning, it would seem preferable to put cash and taxable bond, which are taxed as ordinary income, into a tax advantaged accounts and putting equities (beyond what can be stashed in tax advantaged accounts) into taxable accounts where they can benefit from lower capital gains and qualified dividend tax rates.

This makes it easy to allocate retirement assets according to the «bucket approach,» where you'd input only bonds into one asset, only cash into another, tapping qualified assets before non-qualified investments, etc..

Yet, while this is where most investing happens, there is a whole galaxy of investment vehicles beyond the more typical stocks and bonds that everyone talks about.