Sentences with phrase «equities at these higher yields»

With yields having been so low for so long, bonds are suddenly providing some competition with equities at these higher yields levels.

Not exact matches

Lewis, fund's chief investment officer, spent nine years at Citigroup as a director of the bank's global special situations group, a $ 5 billion prop - trading group that specialized in distressed debt, high - yield bonds, and value equity.

With equity valuations at historic highs and government bonds barely eking out a return, junk bonds offer solid yields at a good price, he reasons.

In the European market, the oil sector has a high dividend yield of about 6 percent — the highest there is — which adds up to real value, says Nick Nelson, head of global and European equity strategy at UBS.

A high quality muni - bond portfolio can yield close to 4 % tax free, with inflation essentially not existent and equities at an all time high I'm curious if there is a flaw in my logic?

Into the afternoon, US equities fluctuated either side of unchanged, and the 10 - year yield ticked up to touch its overnight high at 3.033 %.

These behavioral finance influences can skew a portfolio's overall allocations toward an overemphasis of potentially higher - yielding equities that in some instances may represent more downside risk than upside potential at current valuation levels.

We invest in countries around the world at all levels of the capital structure — from debt (first lien bank debt, second lien loans and high yield bonds) to undervalued equity.

Also, European equities appear to trade at relatively cheaper valuations than U.S. equities and offer a higher dividend yield.

Global monetary policy remains broadly accommodative — and in some areas more and more so — propelling equity markets ever higher and leaving a record amount of sovereign debt around the world (almost US$ 12 trillion by midyear) yielding at or below zero (source: Fitch Ratings, as of 6/29/2016).

Both valuations and consumer sentiment may be at high levels, but with stable real yields, rising productivity and «normalised» valuations, the equity outlook is not necessarily negative — as long as economic growth continues.

If valuations remain high or increase, at some point higher yields may make bonds more attractive relative to equities.

At the end of the day, high - yield corporate debt generates returns that are highly correlated to the returns of stocks, and it's for that reason we regard them as a kind of «equity light» or «decaf equity.»

US equities rose and the 10 - year Treasury yield was at a four - year high at the open following gains in the previous session but this situation is unstable and something must give, according to one analyst.

Remember this is a high yield bond not an equity investment, although at Warren's option it may become one.

Previously, Mr. Satchu spent 12 years in New York City where he was a General Partner at Fenway Partners, a US$ 1.4 billion private equity firm focused on acquiring leading middle market companies typically from families or large corporations and a Financial Analyst at Merrill Lynch in the High Yield Finance and Restructuring Group.

The end of 2013 saw bond yields at their highs and the US equity markets making higher highs.

They first look at return correlations and then consider mean - variance portfolio optimization with global equities, U.S. Treasury bonds, U.S. high - yield corporate bonds, emerging government bonds and frontier government bonds.

At the time, stocks were expected to have a higher dividend yield than bonds to compensate investors for the extra risk carried by equities.

Obviously, someone in this situation would prefer Canadian equities that paid a high yield at the expense of lower price appreciation, and therefore might reasonably choose a dividend - focused ETF in a taxable account.

Look at the yield on juniormost debt security of the firm, the cost of equity is higher than that.

Because high - yield bonds generally have a substantial correlation to equities, it could be expected that the portfolio's beta would be approximately between 1 --(0.15 + 0.10 + 0.05) = 0.7 and 1 --(0.15 + 0.10) = 0.75, which it was at 0.73.

So, the dividend yield is about the same but SAP has a much higher return on equity and net profit margin than L. SAP has also typically trades at a premium to Loblaws.

Earlier in his career, as an equity investment analyst at Capital, Eric covered electrical equipment, chemicals and miscellaneous companies with high dividend yields.

Today, I'm going to take a look at one relatively new entrant in what has become a bit of a crowded fields: the iShares High Dividend Equity Fund ($ HDV), which tracks the Morningstar Dividend Yield Focus Index.

At the time, stocks were expected to have a higher dividend yield than bonds to compensate investors for the extra risk carried by equities.

Likewise, when purchasing high dividend - yielding equities, the challenge is to find high - quality companies at reasonable prices.

That is one reason why, at times, market participants look to the equity markets as much as the fixed income markets when studying high yield.

To the extent credit markets take the events in Washington in stride — even during the worst selling last week high yield spreads remained comfortably below 400 basis points (4 %)-- equity investors can breathe a little easier, at least until they can't.

Higher Yields: the yields of NPS have been higher than other pension funds, and have been even been at par with the yields of equity Higher Yields: the yields of NPS have been higher than other pension funds, and have been even been at par with the yields of equity Yields: the yields of NPS have been higher than other pension funds, and have been even been at par with the yields of equity yields of NPS have been higher than other pension funds, and have been even been at par with the yields of equity higher than other pension funds, and have been even been at par with the yields of equity yields of equity funds.

With equity markets at record highs and yields and interest rates at record lows, the search for yield is focusing attention on REITs and real estate companies.

A Review of the Evidence, in which Fernando Duarte and Carlo Rosa argue that stocks are cheap because the «Fed model» — the equity risk premium measured as the difference between the forward operating earnings yield on the S&P 500 and the 10 - year Treasury bond yield — is at a historic high.

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

Increased Demand for Higher Yielding Assets Fuels Stock Market Rally The weaker Dollar is triggering a huge rally in U.S. equity markets at the mid-session as aggressive investors seek higher yielding aHigher Yielding Assets Fuels Stock Market Rally The weaker Dollar is triggering a huge rally in U.S. equity markets at the mid-session as aggressive investors seek higher yieldingYielding Assets Fuels Stock Market Rally The weaker Dollar is triggering a huge rally in U.S. equity markets at the mid-session as aggressive investors seek higher yielding ahigher yieldingyielding assets.

Given the declining yields in US equities and continued thirst for dividends by investors, I decided to run a screen over at Finviz.com to see if I could come up with any potential high yield candidates.

The Sphere ETF invests directly or indirectly in up to 150 Canadian equity securities of public issuers exhibiting relatively high and sustainable yields, as at the time of reconstitution or balancing.

Dividend Growth Investor: My understanding is Japanese equities traded at sky high valuations and ultra low dividend yields in the 80s.

Only hold some high yield corporate ETFs at this point; full equities outside of that.

There are a lot of desperate pension plans looking to make up for lost time, and hoping against hope, buying dividend paying and growth stocks, high - yield bonds, alternatives like hedge funds, private equity, etc., at the wrong time.

To help home in on funds with decent dividend yields, start by screening for diversified domestic - equity funds with dividend yields that are at least as high as the S&P 500's trailing -12-month yield of roughly 2 %.

At present, our equity holdings include funds like iShares USA Minimum Volatility (USMV), Vanguard Mid-Cap Value (VOE) and Vanguard High Dividend Yield (VYM).

«A company with a high yield does not translate to a good company, nor a safe investment,» says Craig Jerusalim, portfolio manager of Canadian equities at CIBC Global Asset Management.

Remember this is a high yield bond not an equity investment, although at Warren's option it may become one.

He said there was cause for caution with equity markets hitting record highs, government bonds historically expensive, corporate and high - yield spreads at record lows, and «bitcoin mania» taking hold, creating a market capitalization of $ 500 billion with «as far as we can tell, zero intrinsic value.»

Mr. Newman was a Managing Director and the Head of Real Estate at leading private equity firm Madison Dearborn Partners, co-ran Merrill Lynch Global Principal Investments with responsibility for both high - yield debt and opportunistic equity investments, was an Acquisitions Principal at Walton Street Capital, and was an Attorney in the VC / LBO group at Kirkland & Ellis.

The larger REITs have seen large buying for yield seekers, ETFs and asset allocators that has driven the valuation of large REITS like Simon Properties (SPG) and Mr. Zell's own Equity Residential Properties (EQR) prices up to 2 times book value and higher, while many of the smaller ones have languished and trade at discounts to their asset value.