Sentences with phrase «bond sales to investors»

The state will refund the university up to $ 30 million worth of bond sales to investors, according to UC spokesperson Brooke Converse.

Not exact matches

Investors in Puerto Rico's bonds argued in court Tuesday over which group has a claim on sales - tax revenue that could be used to recoup their money.

Not only did bonds provide some stability while stocks fell, but more importantly, they provided investors with dry powder to rebalance into stocks as they went on sale.

Morgan Stanley has set - up sales and trading platforms specifically to ensure that a broad range of retail investors have access to new issue allocations and to the most liquid green bonds in the secondary market.

To offset this natural progression, the fund purchases longer bonds (with the proceeds from maturing bonds, bond sales, or money from new investors).

The chancellor will announce the sale of state - backed bonds in a bid to attract private investors.

Because the individual private investors are considered qualified to do their own research into the credit and financial status of a district, «private placements» for bond sales by educational districts are exempt from the federal requirement to post Official Statements.

The success of the pending bond sale and the yields investors are willing to accept in return for the taking on the risk of lending their money to Puerto Rico will be very telling.

Stocks are good to own if a company is experiencing annual growth in sales and net income and bonds are good own in times of decreasing interest rates or if an investor carries the bond to maturity collecting a high coupon rate.

To comply with the IRS «wash sale» rule, which does not recognize a tax loss generated from the sale and repurchase within 30 days of the same or substantially identical security, investors should choose a bond from a different issuer.

[2] In addition to the credit risk on the bond issuer, the investor also takes on currency risk since the foreign currency denominated coupon payments will have to be exchanged into Japanese Yen for the retail investor or if the investor should wish to sell the bond and exchange the proceeds from the sale back into Japanese Yen.

the interest received from a security's last interest payment date up to the current date or date of valuation; an investor who sells a security with accrued interest will not receive that interest until the next interest payment date after the sale; the buyer receives all interest from the last payment date, including any interest that accrued while the bond was owned by the prior investor; the buyer then pays the seller all interest that has accrued from the last payment date up to but not including the settlement date for the trade; in a bond ladder's summary calculations, the accrued interest field refers to the sum of all accrued interest from the securities in the ladder that will need to be paid if the ladder is purchased on that day

When you buy a bond, you're lending your money to a company or a government (the bond issuerIssuer An organization that offers securities for sale to investors.

A bond swap is a technique whereby an investor chooses to sell a bond and simultaneously purchase another bond with the proceeds from the sale.

So, when looking at a muni bond offered for sale on the secondary market, the investor must look at the price of the bond, not just the yield to maturity, to determine whether tax consequences will affect the return.

The increase in capital required to fund the sale of the additional bonds inevitably comes from other asset classes, resulting in an increase in the rate of return for all assets across the risk curve as investors sell other assets to re-weight their mix of holdings toward bonds.

No sales charge applies to Class A and Investor Class share investments of $ 1,000,000 or more ($ 250,000 or more with respect to MainStay California Tax Free Opportunities Fund, MainStay High Yield Municipal Bond Fund, MainStay New York Tax Free Opportunities Fund, MainStay Tax Advantaged Short Term Bond Fund, and MainStay Tax Free Bond Fund; or $ 500,000 or more with respect to MainStay Floating Rate Fund and MainStay Short Duration High Yield Fund).

Going forward, the investor will need to contact the remaining mutual fund companies at the beginning of each year to determine what amount they can sell from the funds without incurring any deferred sales charges, and make the necessary trades (the proceeds can then be used to purchase the iShares DEX Universe Bond Index Fund (XBB) as originally planned).

The Bloomberg Barclays U.S. Aggregate Bond Index (the «Index») is designed to measure the performance of the U.S. dollar denominated investment grade bond market, which includes investment grade (must be Baa3 / BBB - or higher using the middle rating of Moody's Investors Service, Inc., Standard & Poor's Financial Services, LLC, and Fitch Inc.) government bonds, investment grade corporate bonds, mortgage pass through securities, commercial mortgage backed securities and other asset backed securities that are publicly for sale in the United StaBond Index (the «Index») is designed to measure the performance of the U.S. dollar denominated investment grade bond market, which includes investment grade (must be Baa3 / BBB - or higher using the middle rating of Moody's Investors Service, Inc., Standard & Poor's Financial Services, LLC, and Fitch Inc.) government bonds, investment grade corporate bonds, mortgage pass through securities, commercial mortgage backed securities and other asset backed securities that are publicly for sale in the United Stabond market, which includes investment grade (must be Baa3 / BBB - or higher using the middle rating of Moody's Investors Service, Inc., Standard & Poor's Financial Services, LLC, and Fitch Inc.) government bonds, investment grade corporate bonds, mortgage pass through securities, commercial mortgage backed securities and other asset backed securities that are publicly for sale in the United States.