Common sense and a careful analysis of the market dynamics between
equities and bonds today would indicate that investors should be acting in the exact opposite manner than they are.
Not exact matches
These hybrid investments combine most of the benefits of both stocks
and bonds while, best of all, protecting you from some of the risks of
today's volatile
equity market.
yields will hit the highs on close end of the day...
equity markets setting up to be slammed tomorrow maybe but
today they have run over weak shorts in the face of rates... the federal reserve see's this
and again will wonder if they are behind on hikes, strong data, major expansion in credit, lack of wage growth rising
bond yields
and ballooning debt... rates will go much higher
and equities will have revelations as to what that means for valuations
More than just tempering Gross's anti-
equity remarks, the longtime advocate of buying
and holding
equity - based index funds
and ETFs went so far as to say that «
equities today are more attractive relative to
bonds than at any other time in history.»
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.
The prevailing personal finance wisdom of
today says that this allocation to public
equities is thought to offer sufficient diversification across geographies, industries
and firm - specific risks, while
bonds are generally believed to further mitigate risk through an inverse correlation with stocks.
2014.04.28 RBC Global Asset Management Inc. launches new Global
Equity Focus Fund, International
Equity Currency Neutral Fund
and Series T5 Global Convertible
Bond Fund RBC Global Asset Management Inc. (RBC GAM) announced
today the launch of RBC Global
Equity Focus Fund, RBC International
Equity Currency Neutral Fund
and Series T5 units of BlueBay Global Convertible
Bond Fund...
The
equities will provide our portfolio (
and thus our future spending opportunities) with growth
and the
bonds will both provide
today's retirement income
and serve as a buffer from the volatile returns of a long - term growth portfolio.
Bonds and cash were always a lousy long - term investment versus
equities over many decades, but over shorter timescales the apparent return differences didn't seem so vast as they do
today.
SAN FRANCISCO (February 9, 2009)-- Glass, Lewis & Co., LLC, a leading independent research
and proxy advisory firm,
today announced that its proprietary research is now available through Bloomberg L.P., a service that integrates real - time
and historical information on about 5 million
bonds,
equities, commodities, currencies
and funds.
All markets will continue to focus on the volatility in the
equity and bond markets, geopolitical events, developments with the Trump Administration, corporate earnings, oil prices,
and will turn to earnings from Apple after the bell
today,
and reports tomorrow on Japanese PMI, Chinese Caixin PMI, Eurozone GDP, PMI, Unemployment, US MBA Mortgage Applications, ADP Employment Change, Oil Inventories,
and the FOMC Meeting Statement for near term direction.
Global mutual funds allow people to invest in the stocks,
bonds and other forms of global
equity in the world
today.
Originally most
equity investments were made with an eye towards how much income they would pay to the stock holder;
today Dividend paying stocks (or ETFs or Mutual Funds) play that role along with Fixed Income (
Bond / Debt) investments
and increasingly more sophisticated investors are looking into Alternative Investments («Alts»
Specifically, with
bonds and equities more correlated
today than in the past, investors must not assume that rates always rally when risk assets suffer.
Explore Income Generating Investments: Originally most
equity investments were made with an eye towards how much income they would pay to the stock holder;
today Dividend paying stocks (or ETFs or Mutual Funds) play that role along with Fixed Income (
Bond / Debt) investments
and increasingly more sophisticated investors are looking into Alternative Investments («Alts» include private
equity, hedge funds, managed futures, real estate, commodities
and derivatives contracts).
The
equities will provide our portfolio (
and thus our future spending opportunities) with growth
and the
bonds will both provide
today's retirement income
and serve as a buffer from the volatile returns of a long - term growth portfolio.
Today, our asset allocation is 70 %
bonds and 30 %
equities.
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.
«In
today's financial news, stock prices fell when the GDP report came out stronger than expected, leading investors to pursue investments in newly - issued
bonds, stocks,
and private
equity.»
Besides, as this research shows, even at
today's low yields
bonds remain an effective way to hedge
equity risks
and diversify your portfolio.
This fund might hold 70 % or 75 %
equities today, but that allocation will decline over the years
and by 2035 the fund will be primarily in
bonds and cash.
In
today's investment environment I think we need to change the way we look at
bonds and simultaneously change the way we look at
equities.
«
Today, securities like
equities,
bonds and private
equity are the foundation of our modern financial system,
and they are all stampeding towards the Blockchain.