Sentences with phrase «diversified equities investor»

For the diversified equities investor, there may be ancillary opportunities.

Not exact matches

Diversifying geographically is an axiom investors know and, to a degree, follow on the equity side of their portfolios.

With geopolitical tensions in places like Ukraine, emerging market selloffs in countries like Turkey and U.S. stocks» choppy start to 2014, more investors are seeking out hard assets as an opportunity to diversify a portfolio, hedge against inflation and pursue a solid return in something unrelated to the equity markets.

As a result, more entrepreneurs and businesses have access to outside capital than ever before and for the first time, investors can efficiently build diversified portfolios of private equity and debt investments.

It has become essentially impossible for investors to get diversified exposure to the U.S. economy, and to real economic value creation, without tapping private equity.

Emerging market equity fund inflows have dropped to near zero in recent weeks, while investors put money towards diversified global equity funds.

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.

One of the key benefits of equity crowdfunding is the ability to raise from both traditional venture investors, such as angels, VCs, and family offices, along with investors from the crowd (i.e. regular people looking to diversify their portfolios with startup investments).

Any equity holder in a private company should consider the advantages of the secondary market, as it enables an investor to utilize a diversified investment strategy.

The bottom line: Investors are being offered better returns for taking risk in the low - return landscape, and a portfolio allocation to a broader, diversified mix of assets — including alternatives, global equities and emerging market (EM) assets — can potentially help improve returns, in our view.

Boomers, overall, seem to be the least diversified investors: 77 % of their assets are in cash, equities, and fixed income, with a meager 8 % in investment real estate, 4 % in non-traditional investments, and just 2 % in precious metals.

Because underperformance of equities in a single country can persist for decades, investors should diversify investments worldwide.

With equity crowdfunding, investors have vast new options to diversify their investments.

In our opinion, the most dynamic way for investors to position for these changes is through a diversified holding of well selected gold mining equities, which stand to benefit in a dramatic way from a better gold price environment and improved investor sentiment.

We would not abandon U.S. equities, but this is a good time for investors to ensure that their portfolios are sufficiently diversified outside the U.S.

Precious metals provide an alternative way for investors to diversify their holdings and to find shelter from the volatility of traditional equities.

Instead, Koesterich says that investors are looking for ways to diversify equity risk, and the historical diversifier of choice — bonds — is increasingly correlated to equity, and should become more so as monetary policy evolves and rate hikes take place.

A few considerations on things I've found over the years as a DIY investor (it's a fascinating arena): * Intermediate Treasuries are the prime diversifier for many equity portfolios.

As an investor's investment horizon lengthens, however, a diversified portfolio of U.S. equities becomes progressively less risky than bonds, assuming that the stocks are purchased at a sensible multiple of earnings relative to then - prevailing interest rates.

Our analysis shows that an investor would have achieved more than double the risk - adjusted performance of a median equity trend strategy by trading a diversified strategy across many diverse markets.

It's for this reason that investors should remain diversified, in gold, equities and tax - free municipal bonds.

As an investor's investment horizon lengthens, however, a diversified portfolio of U.S. equities becomes progressively less risky.

As an example of a suitable mutual fund, the article offers the Turner Emerging Growth Fund (TMCGX, investor shares) with the highest annualized return among diversified U.S. equity funds in that long time span.

Strategic beta offers an attractive alternative for investors seeking low - cost, diversified equity exposure.

For investors with a diversified portfolio, with some exposure to Europe, a «leave» vote will likely mean a drop in U.K. equities while gilts, or British Treasuries priced in sterling, will likely move higher.

Furthermore, as most investors require fixed income exposure for income, liability management or to diversify the downside risk in their portfolios from equities, the asset allocation of the portfolio should be set with an eye to delivering a stable, absolute return over time.

In some bear markets a broadly diversified, globally diversified portfolio protects investors against huge losses, like 2000 - 2002, but most big bear markets are more like 2007 - 2009 when almost all equity asset classes fell.

We find that Canadian investors benefit from retaining currency risk in international equities, as foreign currency acts a natural diversifier that can reduce overall volatility

The average US investor holds 70 % of her equities in American stocks, but the US makes up more than 40 % of the global markets, and its economy is the most diversified in the world.

More important, during a period of turmoil in the equity markets, rates are likely to fall as investors rush to safety, so high - quality conventional bonds are a better diversifier in a balanced portfolio.

The bottom line: Investors are being offered better returns for taking risk in the low - return landscape, and a portfolio allocation to a broader, diversified mix of assets — including alternatives, global equities and emerging market (EM) assets — can potentially help improve returns, in our view.

From this perspective we can use Monte Carlo analysis to compare the outcome of an investor using an all - equity dividend focused strategy to an investor using a globally diversified 60 % equity 40 % fixed income portfolio.

Back when the Canadian dollar was trading roughly at par with the U.S. dollar (and briefly above it), it was a great opportunity for Canadian investors to diversify outside of the Canadian equity market to buy world - class U.S. stocks in sectors underrepresented in Canada: technology, health care, pharmaceuticals, consumer staples and the like.

The Fund may be appropriate for investors looking to further diversify a portfolio with exposure to dividend paying equities

As an investor's investment horizon lengthens, however, a diversified portfolio of U.S. equities becomes progressively less risky than bonds, assuming that the stocks are purchased at a sensible multiple of earnings relative to then - prevailing interest rates.

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.

Franklin Liberty International Opportunities ETF (FLIO) provides investors with broad and diversified access to international equity markets outside the U.S., spanning developed, developing and frontier markets, and across sectors and market capitalizations.

Investors who are well - diversified have probably been hurt but not to the extent of those with a heavy allocation to equities and other areas that have been hit.

The empirical evidence is powerful and any investor in Canadian equities should consider a dividend strategy for a portion of Canadian equity investment when trying to build a diversified portfolio.

«For investors in high tax brackets, a high - quality, broadly diversified municipal bond fund or ETF can provide tax advantages as well as diversification from the risks of the equity market,» Vanguard Chief Executive Officer Bill McNabb said in the statement.

For investors with a long - term investment horizon seeking capital appreciation in excess of stock market returns, the Towle Deep Value Fund may diversify their scope of investment and potentially enhance core equity portfolios.

As a part of its restructuring, the Fund's investment objective has been changed to mandate that the Fund provide investors with stable income and long - term capital appreciation by investing in a diversified portfolio consisting primarily of global equity and fixed - income securities.

While global equity funds can be volatile and involve more risk than Canadian investments — depending on the state of world affairs, currency fluctuations and other economic and political factors — they diversify against any type of country or political risk an investor might encounter.

For Canadian investors, diversifying into U.S. equities is a must.

These funds focus on long - term growth and are perfect for investors with moderate risk tolerance: about 60 % of the holdings are a diversified mix of Canadian, U.S. and international equities, with the remaining 40 % in bonds and cash.

While investors traditionally rely on bonds to diversify equity risk, that can be very challenging during regime changes.

Mr Gregory Choy, OCBC Bank's wealth advisory head, explains: «The advantage of investing in unit trusts is that it allows investors to participate in the market with a smaller investment outlay and still be able to have a well - diversified investment, as opposed to investing into direct equities, which generally requires a higher outlay.»

Mutual funds are diversified portfolios of equities and investments in which small investors can take part.

Janus, known for its concentration in technology stocks that led to a rapid rise and fall when the sector boomed then crashed in the early 2000s, is diversifying away from domestic equities as it seeks to stanch investor withdrawals.

Investment Objective: To generate long - term capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time.