Sentences with phrase «diversified global equity»

So if you have a well - diversified global equity portfolio, I expect its performance is actually aided by & compensates for a weak dollar.

The Global High Quality Dividend Yield (GHQDY) is a diversified, risk - controlled strategy designed to target a yield premium of 75 to 100 basis points relative to yields on diversified global equity indices.

Global Blend, managed by the QEP team, is an actively managed, index unconstrained, highly diversified global equity fund.

A broadly diversified global equity allocation strategy that will go anywhere, but won't be everywhere.

A broadly diversified global equity allocation strategy that will go anywhere, but won't be everywhere.

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

The balance should be invested in diversified global equities and alternatives.

Not exact matches

Let's not forget investing and lending, where the bank's global equity portfolio «remains well diversified with over 900 different investments.»

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

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.

Our diversified funds (Oakmark, Oakmark International, Oakmark Global, Oakmark Equity and Income, and Oakmark International Small Cap) generally own 40 - 60 stocks each.

The Fund seeks to maximize total return by investing in a diversified, risk - balanced global market portfolio with exposure to global equities, sovereign debt, inflation - protected securities and commodities.

The possibility of higher tariffs could reduce global growth, but it may have a larger effect on the U.S.. That's why we think it's important to continue to own both U.S. and international equity investments in appropriate amounts, keeping your portfolio well - diversified internationally.

A global, diversified multi-asset class portfolio of equities, bonds, and credit would experience a modest loss of 1.8 %.

The fund seeks to provide diversified exposure to the global equity markets through a combination of individual stocks and exchange - traded funds (ETFs).

These are diversified global, equity funds.

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.

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.

It will be broadly diversified across global asset classes, and will generally seek to maintain an asset allocation of approximately 40 % in underlying funds that invest in equity and 60 % in underlying funds that invest in fixed income, although the allocation may shift over time depending on market conditions.

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income from dividend - paying securities, and real return to help protect against inflation — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

Not surprisingly we found that the frontier that uses the equally weighted dividend paying stock basket in lieu of the S&P / TSX Composite Index as representation of the Canadian equity component of the diversified basket, provided the superior compliment to the global portfolio yielding a superior risk / return trade - off set.

RBC Strategic Global Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality global dividend - paying equity securities that will provide regular income and that have the potential for long - term capital gGlobal Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality global dividend - paying equity securities that will provide regular income and that have the potential for long - term capital gglobal dividend - paying equity securities that will provide regular income and that have the potential for long - term capital growth.

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.

They are also diversifying the business by product as well, having Canadian equity, global equity, hedge funds, fixed income and sector funds.

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.

Start by keeping $ 250,000 in a diversified mix of equity ETFs covering the Canadian and global markets.

If you diversify in the way you do with equities in the global markets or the emerging markets, the same will apply and it will be the better balance of risk to those pullback positions with those global bonds.»

The ratio of these volatilities informs how much of the region - specific variation — the volatility uncorrelated to the global component — can be diversified by simply averaging an equity strategy across countries.

The Global Real Estate Securities Fund (Russell Investments) is a multi-manager fund that seeks to achieve its objective by concentrating its investments in equity securities of real estate companies («real estate securities») located in a number of countries around the world, including the U.S., in a globally diversified manner.

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

Franklin Templeton Global Allocation Fund seeks total return by investing in a diversified portfolio of equity and fixed income securities supplemented by a tactical investment strategy, which may include cash and financial derivative instruments designed to allow the Fund to adjust its exposure to asset classes, geographic regions, currencies and market sectors.

This need not be anything more than regularly rebalancing among a diversified portfolio of global equities.

«We see value in industry - leading companies with diversified revenue streams and well - established pricing power,» said Lisa Myers, CFA ®, the fund's lead equity portfolio manager and executive vice president of the Templeton Global Equity equity portfolio manager and executive vice president of the Templeton Global Equity Equity Group.

With TD Low Volatility Funds, you can potentially benefit from a reduced level of volatility in your overall portfolio, a more predictable return outcome when compared to traditional equity mutual funds, and with the option of Canadian, US, global, or emerging market low volatility funds, you can tailor a diversified portfolio based on your level of risk and investment goals.

RBC Quant Global Infrastructure Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified global portfolio of high - quality equity securities of companies that own or operate infrastructure assets that will provide regular income and that have the potential for long - term capital gGlobal Infrastructure Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified global portfolio of high - quality equity securities of companies that own or operate infrastructure assets that will provide regular income and that have the potential for long - term capital gglobal portfolio of high - quality equity securities of companies that own or operate infrastructure assets that will provide regular income and that have the potential for long - term capital growth.

RBC Strategic Global Equity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality global equity securities that have the potential for long - term capital gGlobal Equity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality global equity securities that have the potential for long - term capital gEquity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality global equity securities that have the potential for long - term capital gglobal equity securities that have the potential for long - term capital gequity securities that have the potential for long - term capital growth.

We have officially gone from «Bitcoin is a fraud» to «cryptocurrencies could potentially have a role in diversifying one's global bond and equity portfolio»...

Marc is also the founder and chairman of Brutten Global, a private holding company that since 1978, has had numerous direct diversified investments and a Private Equity Group that provides an infusion of needed capital to struggling businesses.