Sentences with phrase «bond investors equity»

A secular bull market in fixed income assets delivered bond investors equity - like returns with little volatility for the better part of three decades.

Not exact matches

But longer term, rising rates will be bad for stocks; therefore, investors may want to evaluate their portfolios and move out of some equities and invest more in bonds, she said.

The options advisor added that, instead of exposure to equities and bonds, investors may want to take a second look at inflation plays.

For, with long - term taxable bonds yielding 5 percent and long - term tax - exempt bonds 3 percent, a business operation that could utilize equity capital at 10 percent clearly was worth some premium to investors over the equity capital employed.

By selling the bonds to Monaco, investors were trying to get around the 11th Amendment to the U.S. Constitution, which says, «The judicial power of the United States shall not be construed to extend to any suit in law or equity, commenced or prosecuted against one of the United States by citizens of another state, or by citizens or subjects of any foreign state.»

GIC invests in growth and defensive assets such as emerging and developed market equities, real estate, private equity and inflation - linked bonds and is known to be a patient investor.

What's more, to dampen risk, many investors will want a balanced portfolio of stocks and bonds; the classic mix is 60 % equities and 40 % fixed income.

The rise in bond yields, which investors fear could hurt equities, has been partly fuelled by the spike in crude oil prices, which on Tuesday crossed $ 75, boosting energy shares.

«Following the U.K. election, the relative risk investors saw in European bonds came back and as the situation in Greece develops, risks will hopefully unwind and as we move into a certain environment, we can expect bond markets to continue to normalize,» Thomas Buckingham, portfolio manager of the European Equity Group at JP Morgan Asset Management, told CNBC on Monday.

Global uncertainty may not be a good thing for U.S. equities markets and exports, but it is driving investors toward U.S. bonds, according to Richard Clarida, global strategic advisor and managing director at Pimco.

«Investors were saying that the bond market was done and it was time to reallocate into divided - paying equities,» said Matt Hougan, president of ETF.com, but he says that trend hasn't sustained itself.

Bonds have historically had little correlation to equities except in market crisis situations, so creating a portfolio of both equities and bonds makes a whole lot of sense as a long - term inveBonds have historically had little correlation to equities except in market crisis situations, so creating a portfolio of both equities and bonds makes a whole lot of sense as a long - term invebonds makes a whole lot of sense as a long - term investor.

This is perhaps a byproduct of the entry of a new, less experienced equity investor, one previously more inclined to own bonds.

Most investors shy away from bonds because they yield (or return) less than equities and tend to be more complex in nature.

On Monday, investors rushed into Treasuries as the S&P 500 and Dow Jones Industrial Average nosedived more than 4 percent - reversing a move on Friday when a spike in bond yields, which move inversely to prices, triggered an equity rout.

Certainly, it offers an attractive level for longer - term investors such as pension and insurance funds to lock in a relatively decent yield, and will tempt some portfolio managers to buy bonds rather than equities.

Though currently bank equity investors are cheering the steepening of yield curves, meanwhile, the 2003 Japan episode should fix regulators» attention on the growing home - bias in government bonds.

Alternatively, if the company has the $ 10 million bond outstanding and $ 20 million in equity, giving a debt - to - equity ratio of 0.5, investors can feel a little bit more comfortable.

Legendary Wall Street value investor Howard Marks says the big money has already been made in hedge funds, and maybe in private equity and junk bonds too.

Convertible bonds are hybrid securities sold to investors who want to enjoy the upside of equities while still benefiting from the downside protection of bonds.

Investors who want to increase their tax deferred retirement savings beyond the contribution limits of an IRA or 401 (k), with the ability to invest in a wide range of investments including equity, bond, and asset allocation funds

There is no cure for it, but to control the symptoms, investors could consider preferred shares, that class of security that exists somewhere between bonds and equities.

Progress on this plan will send bond prices tumbling as investors rush back to equities.

«It's important for investors to remember the reasons they own bonds in the first place — namely for the potential for the preservation of capital, income and growth, relative steadiness and typically low to negative correlations with equities.

At the same time, investors who may be unsure about the prospects of equities and bonds seem to be starting to allocate more money to hedge fund strategies that aim to capture alpha in both up and down markets.

Additionally, bonds typically generate regular income for investors, which can potentially help stabilize portfolios when equity markets decline.

If markets are efficient and long - run risk is real, then bond investors should have outperformed equity investors some of the time.

iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.

As a result, many investors who are looking for better returns have given up on bonds and piled into the equities market, since many are still soured on real estate as an investment vehicle.

More investors are shunning bonds and focussing on equities.

BMO Long Corporate Bond ETF Ticker: ZLC / TSX More investors are shunning bonds and focussing on equities.

But for most investors, bonds offer a solid bulwark during times of tentative economic growth and volatile equity markets.

As bond investors find their preferred yield levels, some equity volatility may persist.

Bond funds took in more than twice the amount of investor money as equity funds did in 2017, despite being outperformed by equities six to one.

Thus, many emerging markets» growth rates in the next decade may be lower than in the last — as may the outsize returns that investors realised from these economies» financial assets (currencies, equities, bonds, and commodities).

Equity markets fell as investors shifted to the relative safety of bonds issued by the major countries — even though S&P had announced a downgrade of the US sovereign credit rating.

Imagine 2 hypothetical investors — an investor who panicked, slashed his equity allocation from 90 % to 20 % during the bear markets in 2002 and 2008, and subsequently waited until the market recovered before moving his stock allocation back to a target level of 90 %; and an investor who stayed the course during the bear markets with a 60/40 allocation of stocks and bonds.4

As an experienced partner of institutional investors and financial service providers, oekom research identifies those equity and bond issuers whose businesses exercise a high level of responsibility towards society and the environment.

Last year's poor showing by Canadian equities, combined with the Euro - zone crisis saw panicked investors flock to the safety of quality bonds.

Our results represent the wealth transfer from bond investors to equity investors within each 30 - year period in the United States.

We see muted returns across asset classes in the coming five years, as structural dynamics such as aging populations help keep us in a low - return world, and we believe investors need to go beyond broad equity and bond exposures to diversify portfolios in today's market environment.

It doesn't matter if you are a fixed income investor considering purchasing bonds issued by a company, an equity investor considering buying stock in a firm, a landlord contemplating leasing a property to an enterprise, a bank officer making a recommendation on a potential loan, or a vendor thinking about extending credit to a new customer, knowing how to calculate it in a few seconds can give you a powerful insight into the health of company.

The company's first line of mutual funds, Franklin Custodian Funds, was a series of conservatively managed equity and bond funds designed to appeal to most investors.

«The energy sector posted stronger returns in September due to a rebound in oil prices which helped lift Canadian equities, while the bond market slipped into negative territory after strong Canadian economic growth led the Bank of Canada to raise interest rates for the first time in seven years,» said James Rausch, Head of Client Coverage, Canada, RBC Investor & Treasury Services.

Moody's Investors Service, which downgraded Tesla's credit rating further into junk in March, still expects Tesla will need to raise about $ 2 billion selling equity, convertible bonds or debt, to offset the cash it burns this year and securities maturing through early 2019.

Moreover, a sustained move toward higher inflation is a risk to most investors and investment strategies, given that rising inflation has historically been a drag on equity and bond returns, making diversification beyond mainstream asset classes more critical.

As the VIX increases, investors get nervous, pushing them to sell equities in favour of bonds and the Canadian dollar in favour of the greenback.

For portfolio investors in emerging - market currencies, bonds and securities — the scale of which dwarfs FDI and private - equity inputs — the quality of a country's financial institutions and the depth and liquidity of its markets are most important.

As well as raising their equity holdings, investors trimmed their bond holdings to 37.6 percent in April, the lowest since January.

What I find most interesting is that, although investors are increasingly moving capital from actively - managed equity funds to ETFs, they still prefer actively - managed muni bond funds.