Sentences with phrase «bond portfolios in»

(Reuters: Sep 24, 2013) HYHG is featured among funds that may help investors hedge their bond portfolios in a rising rate environment.

Thanks to lackluster global growth, and rock - bottom interest rates in the United States — and even negative rates in other parts of the world — investors face the choice of either accepting lower income or increasing risk in their bond portfolios in the search for yield.

The Fed stopped adding to its bond portfolio in the past year, though it still owns a lot of bonds, and the market and the economy have continued to hum along.

It is interesting that you are skewing towards a larger bond portfolio in a rising interest rate environment which is not what most advisors would recommend.

Notice the 50 % stocks / 50 % bonds portfolio in each table.

This approach involves investing half of the bond portfolio in two «core» funds which do

Q: I'm wondering if in this low - rate environment, a dividend equity ETF (an ETF in consumer staples that pays dividends) or other similar products can replace some of the bond portfolio in an asset allocation?

I have 90 % equity and 10 % bond portfolio in my 401k.

Going to a 100 % bond portfolio in that situation is probably too conservative.

This is achieved by maintaining an investment of approximately 4 % to 10 % of a bond portfolio in each year of the selected maturity range.

However, reducing the duration of a bond portfolio in such a low rate environment often results in an lower portfolio yield.

Every investor will have days where they will have their head in their hands, like I did managing the huge corporate bond portfolio in September 2002, where I said to the high yield manager one evening as we were leaving work, «This can't keep going on like like this, right?

Every bond portfolio in the whole damn world is marked to model.

This approach involves investing half of the bond portfolio in two «core» funds which do not change.

We have an entire department specializing in surety, with one of the largest bonding portfolios in Western Canada.

We have an entire specialized department that can help you secure a Red Deer surety bond, with one of the largest bonding portfolios in Western Canada.

We have an entire department specializing in surety for Calgary, with one of the largest bonding portfolios in Western Canada.

We have an entire department specializing in surety for Fort Mac, with one of the largest bonding portfolios in Western Canada.

Not exact matches

How much of a retirement portfolio should be kept in bonds versus stocks?

His legal background proved invaluable in 1991, when the state of California and its insurance commissioner John Garamendi seized Raleigh's then - financial partner Executive Life Insurance Company after the value of the insurer's multibillion - dollar portfolio collapsed — a fate tied to its massive investments in the junk bond market of the go - go 1980s.

If you invest at all in stocks and bonds, even if you just have a 401 (k), this Fed rate hike will be important to you and your portfolio.

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.

He started in high - yield bonds and went on during the internet boom to turn a million dollars in patent acquisitions into a portfolio of software intellectual property worth $ 150 million.

Gundlach predicts that both high - yield bonds and a portfolio of mortgage - backed securities could return about 6 percent in 2013.

Investors in the U.K. bond market could see losses on their bond portfolios as the Bank of England continues to be behind the inflation curve, an investment officer told CNBC on Monday.

And so what Marks is saying is that it does not matter if your portfolio holds a bunch of, say, «AAA» - rated corporate bonds and highly - rated government bonds like US Treasuries, which are, in theory, highly liquid assets.

Part of the reason to have bonds is to have stability on days like this; government bonds provide that stability, and they're acting like they should act, by providing that cushion to the equity volatility in your portfolio.

However, if rates are about to head higher for an extended period of time, investors may want to consider shortening up the maturities in their bond portfolios.

To maintain the balance of their portfolios, pension fund managers have been selling equities and buying more bonds, and their notable demand for the latter counters the popular narrative that the 35 - year rally in fixed income is over.

With junk bond managers looking to diversify their portfolios, some may be in the market for a large tech deal.

However, rates have retreated from over 8 percent in the last several weeks, and the credit risk of high - yield bonds can offer some diversification from the interest - rate risk of a portfolio of Treasury bonds.

«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.

If the same person instead invested a little less each year (6 % of his income) in a portfolio weighted 80 % to higher - returning equities and 20 % to bonds, he would only have $ 469,000 at retirement.

It so happened that Bill Gross, the portfolio manager of the Janus Global Unconstrained Bond Fund, made that 2.6 % call in a Bloomberg interview on Friday and then in his monthly investment letter on Tuesday.

«Often, high - grade bonds in an investment portfolio increase its risk.»

More broadly, the regulatory agencies in the United States and the Financial Stability Board internationally have work under way focusing on possible fire - sale risk associated with the growing share of less liquid bonds held in asset management portfolios on behalf of investors who may be counting on same - day redemption when valuations fall.

If you have 10 % of your investment capital in cash in a trust company, 40 % in bonds at an independent brokerage firm, and 50 % in equities at a bank - owned firm, how many portfolios do you have?

«It is a terrible mistake for investors with long - term horizons... to measure their investment «risk» by their portfolio's ratio of bonds to stocks,» Buffett wrote in the February 24 letter.

The SMA takes your investment preferences, and the managers, in turn, create a portfolio of stocks, bonds and other securities based on your parameters.

But that total is dwarfed by the more than $ 1.5 trillion invested in intermediate - term portfolios (3.5 - to six - year average duration), which include core bond funds hewing to the Bloomberg Barclays U.S. Aggregate index.

The study examined returns in a diversified portfolio of 60 percent stocks and 40 percent bonds over rolling 30 - year periods starting in 1926.

His expectation is that the overall volatility of a portfolio 30 percent in short - term bonds and 70 percent in stocks is going to be on par with one that is 40 percent invested in a fund tracking the Bloomberg Barclays U.S. Aggregate index and 60 percent in stocks.

More from Balancing Priorities: What to do with your bond portfolio as Fed rates rise Credit scores are set to rise Don't make these money mistakes when you're just starting out «There is no sense in bearing the risk of an adjustable rate when you can lock in a fixed rate at essentially the same level,» he said.

«In that environment, you probably want bonds in your portfolio,» Hougan saiIn that environment, you probably want bonds in your portfolio,» Hougan saiin your portfolio,» Hougan said.

According to Morningstar Direct, $ 59 billion is invested in long - term bond funds and exchange - traded funds (defined as portfolios with average durations above six years).

Rebalancing involves disposing of portfolio holdings in asset classes that have risen in value and using the proceeds to buy more of your asset classes that have risen less in order to restore a desired balance between stocks and bonds.

Furthermore, the 1 percent you pay to your money manager doesn't always cover the costs of buying and selling the stocks and bonds in your portfolio or the sales charges (also known as loads) and administrative fees charged by the mutual funds your manager puts you into.

People have been pushed further and further out on the risk curve,» said Michael Pento, an economist and founder of Pento Portfolio Strategies and author of «The Coming Bond Market Collapse» in 2013.

This tool uses the present value of bond portfolios, adjusted for interest rate and inflation expectations, to show current retirees how much in retirement savings they need today to account for every $ 1 they need in the future, assuming they hold a portfolio made up entirely of investment - grade bonds and longer - term Treasurys.

Looking at the past, Vanguard found that those who retired at market peaks with $ 100,000 (adjusted for inflation) in 1928 and 1972 would still have had money in their portfolio at age 100, assuming a 50 - 50 stock - to - bond mix and a 4 % withdrawal rate.