Sentences with phrase «during periods of rising interest rates»

You can suffer a permanent loss of capital during periods of rising interest rates or high inflation.

With these plans, it's important to note that payment caps can result in negative amortization during periods of rising interest rates.

While bonds are important regardless of the market cycle, they are especially important during periods of rising interest rates.

They are more similar to a growth stock than a bond and should perform better than bonds and slow - to - no - growth dividend stocks during periods of rising interest rates.

Fixed income securities are subject to increased loss of principal during periods of rising interest rates.

******* Historical data show that stocks tend to post strong performances during periods of rising interest rates but only...

For more detail on the behavior of equity REITs during periods of rising interest rates, readers can link to Cohen & Steers.

However, the performance of dividend stocks tends to be lower during periods of rising interest rates, when they have to compete with bonds for income investors» attention.

Try making that 18 years, and you get an idea of how painful it can be to hold long - term bonds during a period of rising interest rates when new bonds are being issued with higher coupon rates.

However, Long Term Treasuries also can decline during a period of rising interest rates as they have since I invested in October 2017.

Our panel of experts tends to favour short - term bonds, which are less volatile and will outperform during periods of rising interest rates.

Recent performance, however, has been in contrast to earlier periods when REIT share prices generally performed quite well during periods of rising interest rates.

The first U.S. equity ETF specifically designed to outperform traditional U.S. large - cap indexes during periods of rising interest rates.

PASADENA, Calif. — A new mortgage product offers a benefit for practitioners trying to market houses during periods of rising interest rates.

Historically, periods of rising interest rates have been associated with stronger returns: From 1979 to 2012, total returns to the NCREIF Property Index averaged 9.3 percent annually, compared with 12.7 percent annually during periods of rising interest rates.

For much of the modern REIT Era (1992 through the present), the third factor, stronger growth, has dominated the others, and REIT share prices have generally moved higher during periods of rising interest rates.

Owning a bond mutual fund or index fund does not give you control over the buying and selling of bonds within the fund, so the annual yield of the fund can be negative (especially during a period of rising interest rates).

Fixed income securities are subject to increased loss of principal during periods of rising interest rates and may be subject to various other risks, including changes in credit quality, liquidity, prepayments, and other factors.

Here's a reminder from Bond Fund Performance During Periods of Rising Interest Rates: Some observations up - front: - There are only 500 or so money market funds.

Investors should also consider unconstrained strategies in global bond markets, we believe, as a way to increase the opportunity set and protect capital during a period of rising interest rates.

During periods of rising interest rates - that is, where investors were optimistic that both growth and inflation would materialize - stocks climbed 11 percent on average.

Certainly, it has offered healthy growth, if not yield, during periods of rising interest rates.

During periods of rising interest rates, the base rate will also increase, creating a coupon rate that keeps pace with current interest rates.

During periods of rising interest rates, bond funds can lose value.

This could mean that during periods of rising interest rates, universal life insurance policy holders may see their cash values increase at a rapid rate compared to those in whole life insurance policies.

Fixed income securities are subject to increased loss of principal during periods of rising interest rates.

During periods of rising interest rates, RGA may be contractually obligated to increase the crediting rates on its reinsurance contracts that have cash values, but it may not have the ability to immediately acquire investments with interest rates sufficient to offset the increased crediting rates on its reinsurance contracts.

This could mean that during periods of rising interest rates, universal life insurance policy holders may see their cash values increase at a rapid rate compared to those in whole life insurance policies.

What this means is during periods of rising interest rates, the cash value of your universal life insurance policy could increase rapidly.