Sentences with phrase «change exposure to equities»
For example, if you find the market favorable, you can change exposure to equities.
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Times are changing, and it would be prudent to shift exposure from the S&P 500 and other traditional asset classes to natural resource equities.
«We have advised our clients to consider reducing their equity exposure, especially in 401 (k) and other tax - deferred accounts since there would be no tax implications in making such changes,» he said.
Changes include slightly increased exposure to emerging market (EM) equities and real estate investment trusts, and reduced exposure to high yield.
The use of leverage may increase the Fund's exposure to long equity positions and make any change in the Fund's NAV greater than it would be without the use of leverage.
The most profound change to the portfolio is that we can swap out the old Meritas International Equity mutual fund (with its 1.96 % MER) for a couple of new sustainable ETFs that give us global exposure at a much lower cost (0.4 % — 0.45 %).
Given the exposure which REITs offer foreign investors to U.S. markets, the change is expected to draw additional global investments, especially from pension funds, sovereign wealth funds, and other institutional and equity investors.