Sentences with phrase «class yields of bonds»

In fact, when looking at the asset class yields of bonds, preferreds and common equity, one can see that preferreds offer the highest yields.

Not exact matches

Our team of credit professionals deliver sales and trading capabilities across a wide range of fixed income asset classes including high yield, distressed and investment grade bonds, convertible bonds, public and private corporate securities, leveraged loans and emerging market debt.

-LSB-...] The Most Interesting Asset Class Over the Next Decade «Vanguard highlighted high - yield bonds to show how they typically perform worse than other types of bonds during a stock market drop.»

We are also sceptical that holders of high - yield bonds would be motivated to switch into equities, given the pervasive overweight that already exists in this asset class,» he said.

Although decades of history have conclusively proved it is more profitable to be an owner of corporate America (viz., stocks), rather than a lender to it (viz., bonds), there are times when equities are unattractive compared to other asset classes (think late - 1999 when stock prices had risen so high the earnings yields were almost non-existent) or they do not fit with the particular goals or needs of the portfolio owner.

Because the changes in tax law may not affect all investor classes equally and may be different depending on the state in which the investor is located, the effect of these changes on demand for tax - exempt bonds and required investor yields is still being determined.

Now that over $ 5 trillion of sovereign debt (with credit risk rising, not falling) trades with a negative yield, we can fairly overlook bonds as an investible asset class.

A darling asset class of this bull market has been U.S. high yield debt, as many searching for income in a low - rate world have turned to these higher - yielding bonds.

Demand for yield combined with the benefits of floating rate interest payments and better security provisions than fixed rate junk bonds all helps to draw attention to this asset class.

Let's call it a Treasury Bond Bubble, because other classes of intermediate term debt have significant yield spreads over Treasuries because of the current economic volatility.

More importantly, this is providing an example of how bonds often are not correlated with stocks (they don't move up and down together), thus giving us the diversification benefits of including the fixed - income asset class in our portfolios, while providing a higher yield and higher expected return than cash.

Looking both within and outside of the benchmark, the Fund seeks relative value opportunities across traditional investment - grade and high - yield bond sectors, also including nontraditional asset classes like non-U.S. sovereign and corporate debt, convertibles, and floating - rate loans.

The high - yield corporate bond segment, as measured by the S&P U.S. High Yield Corporate Bond Index, was the top - performing asset class for 2016, posting a total return of 17yield corporate bond segment, as measured by the S&P U.S. High Yield Corporate Bond Index, was the top - performing asset class for 2016, posting a total return of 17.bond segment, as measured by the S&P U.S. High Yield Corporate Bond Index, was the top - performing asset class for 2016, posting a total return of 17Yield Corporate Bond Index, was the top - performing asset class for 2016, posting a total return of 17.Bond Index, was the top - performing asset class for 2016, posting a total return of 17.2 %.

The majority of my timing is more conservative, including all the important U.S. and international equity asset classes plus high grade and high yield bond funds.

In Monday's post, I discussed the growing popularity of high - yield bonds: four Canadian ETFs covering this asset class have appeared in the last 12 months.

In my prior post, I gave an overview of the income options available in today's bond market, going over how much yield was available from different asset classes and how to think about the risks that different bond investments carry.

The emerging markets asset class was the big loser in all of our portfolios last year, at close to 15 % down, while the high - yield convertible bonds (which were affected by oil) were down 5 %.

Class A shares with sales charges performance reflects the maximum 5.5 % sales charge, with the following exceptions: Class A shares of Hartford Emerging Markets Local Debt, Hartford High Yield, Hartford Inflation Plus, Hartford Municipal Opportunities, Hartford Municipal Real Return, Hartford Strategic Income, Hartford Total Return Bond, Hartford World Bond, Hartford Schroders Emerging Markets Debt and Currency, Hartford Schroders Tax - Aware Bond, Hartford Schroders Emerging Markets Multi-Sector Bond and Hartford Schroders Global Strategic Bond reflect a maximum 4.5 % sales charge; Class A shares of Hartford Floating Rate and Hartford Floating Rate High Income reflect a maximum 3.0 % sales charge; Class A shares of Hartford Short Duration reflect a maximum 2.0 % sales charge.

This bond breakout underway is issuing a stark warning: Get out of passive stock investments and real estate on any near - term rallies... If yields spike, as I expect we'll see, it'll send both asset classes into free fall.

With increased exposures to equities and high yield bonds, this portfolio was able to capture more of the positive performance in these asset classes.

A broad ensemble of global income investments, the Fund seeks value opportunities across both traditional investment - grade and high - yield bond sectors and nontraditional asset classes, including convertibles, preferred stocks, non-U.S. sovereign and corporate debt and floating - rate loans.

During the year, municipal bonds enjoyed being one of the «risk off» asset classes and as low and negative yields permeated the global bond markets municipal bonds became a source for incremental yield over other options.

Commodities are more of a pure trading asset class than stocks and bonds, given they are not cash - producing or yield - generating assets, but can rather be thought of as alternative currencies subject to their own supply - and - demand forces

In the credit markets, U.S. municipal bonds tracked in the S&P Municipal Bond Index have returned over 1.5 % in June as the diversity, yield, historical stability and quality of the municipal bond market has made it a «risk off» destination asset clBond Index have returned over 1.5 % in June as the diversity, yield, historical stability and quality of the municipal bond market has made it a «risk off» destination asset clbond market has made it a «risk off» destination asset class.

The yield curve represents the YTM of a class of bonds (in this case, U.S. Treasury bonds).

An equal - weighted portfolio of the five inflation - hedging asset classes provides higher real yields than a traditional portfolio of domestic equities and core bonds.

Higher - Yielding Real Assets Asset classes that have historically provided a positive correlation of returns to inflation include commodities, bank loans, high - yield bonds, REITs, and emerging market equities.

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).

High - yield bonds appear likely to return 5 % in 2015, according to Martin Fridson, a veteran follower of the asset class and CIO of Lehmann Livian Fridson Advisors.

We have just launched a GBP - hedged share class of the Short - Term High Yield Corporate Bond Index Source UCITS ETF,» confirms Palmucci.

He classifies asset classes into core (domestic equities, treasury bonds, inflation - linked bonds, foreign developed equity, emerging markets equity, real estate domestic, foreign and emerging markets, bonds, TIPS and REITs) and non-core (domestic corporate bonds, high - yield bonds, tax - exempt bonds, asset - backed securities, foreign bonds, hedge funds, leveraged buyouts, and venture capital), explains the reasons why investors should favour the former and stay clear of the latter.

With bond yields around 2 or 3 percent, and savings account rates at less than 1 percent, does it make sense to assume those asset classes will provide their customary returns of 5 or 6 percent for long bonds and 3 or 4 percent for cash equivalents?

This includes hedging techniques, such as using futures, options and swap spreads to speculate on rising (or falling) rates along certain parts of the yield curve, or on specific bond classes or credit ratings.

When I was a corporate bond manager, I would occasionally find bonds that yielded considerably more than others of a given class.

High - yield bonds can help you spread assets across different segments of the financial market, reducing your risk concentration in any one asset class in your overall portfolio.

Portfolio risk diversification High - yield bonds are often considered a separate asset class, involving different characteristics from those of other securities.

Nationwide Global Sustainable Equity Fund and Nationwide High Yield Bond Fund Class A performance prior to inception (11/19/12) is based on performance of Class A shares of each Fund's predecessor fund.

Apply the CCIM Cash Flow Model to compare yields of three major asset classes (stocks, bonds, and income producing real estate) using a newly developed excel spreadsheet for the analysis.