Sentences with phrase «equities over bonds»

We continue to favor equities over bonds, especially non-U.S. international exposure, given our broadly supportive outlook for the economy and earnings.

With my base case being that the global economy can still expand nicely amid modestly higher inflation and rates, I continue to favor equities over bonds.

Fixed income has a role in portfolios and we like credit over government bonds, but we generally prefer equities over bonds in a low - return world.

There was some autocorrelation of the residuals, indicating that periods of under - and out - performance of equities over bonds tends to persist:

Our expectation of higher yields underpins our overall preference for equities over bonds.

We continue to favor equities over bonds, especially non-U.S. international exposure, given our broadly supportive outlook for the economy and earnings.

However, I have personally not come across any truly cogent analysis that precisely quantifies the greater risk of a stock or equity over a bond or other fixed income instruments.

Not exact matches

«If you have concerns stemming from the macro environment and that causes risk to come out of the bond market, then that may spill over to the equity markets,» he says.

The company rolled out more than a dozen funds over seven years, concentrating on Canadian, U.S. and global equities and bonds.

«If we assume extremely pessimistic nominal earnings growth of 3 % over the coming decade and a compression in the price - earnings ratio to 10, equities would still deliver returns above current bond yields.

For, with long - term taxable bonds yielding 5 percent and long - term tax - exempt bonds 3 percent, a business operation that could utilize equity capital at 10 percent clearly was worth some premium to investors over the equity capital employed.

Equity gains will likely moderate from 2017, but we continue to favor stocks over bonds.

To maintain the balance of their portfolios, pension fund managers have been selling equities and buying more bonds, and their notable demand for the latter counters the popular narrative that the 35 - year rally in fixed income is over.

Buffett's skepticism around the strategy stems from his view a diversified portfolio of equities progressively becomes less risky than bonds over extended periods of time.

A sharp sell - off in bond markets this week spilled over into global equities with jitters that a near 30 - year run bull run for fixed income could be coming to an end.

«Stocks certainly look more attractive than bonds, but the case for stocks versus other asset classes is less clear... «So while returns may compress from the outsized gains we have seen over the last several years, we remain constructive on equities.

Concern remained over higher bond yields after the yield on the U.S. 10 - year Treasury breached 3 percent level on Tuesday, making equities relatively less attractive.

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

Given this, while we at BlackRock currently still prefer stocks over bonds, it may be more important than ever to be choosy within your equity portfolio.

Colonial, which recently announced plans to move its headquarters to Madrid from Barcelona, where Catalonia's local government is in turmoil over its attempt to split from Spain, said the transaction was fully financed through a combination of equity, bonds and the disposal of non-core assets.

After working on Wall Street for over two decades, Faber's assets consisted mainly of bonds, equities, and real estate.

Positions that have recently come undone include betting on steepening yield curves and inflation expectations (inflation - linked over nominal bonds)-- and in equity markets, picking value over growth shares.

Finally, modestly higher bond yields support our view that the rotation into value and momentum shares away from low - volatility equities likely isn't over.

But, over time, the longer central banks create liquidity to suppress short - run volatility, the more they will feed price bubbles in equity, bond, and other asset markets.»

They will be reminded of how equities have outperformed bonds over the past two centuries.

Over recent years, more and more plans are offering a suite of low - cost index funds covering domestic equities, foreign equities, U.S. taxable bonds, and cash.

Our Investment Strategy Report published on March 19 compared equity and bond yields over multiple business cycles and found that the 10 - year Treasury yield might have to sustain levels exceeding 3.5 % (far above what we believe is likely this year) before compelling a year - end 2018 S&P 500 Index target range below our current year - end target of 2800 - 2900.2

The idea is that you want to hold enough stocks to earn the returns you'll need to grow your nest egg over the long - term, but also enough in bonds to provide some downside protection so you don't bail out of equities in a severe downturn.

Specifically, analysts argue that the «equity risk premium» — the expected return of stocks over and above that of Treasury bonds — is actually quite satisfactory at present.

The average investment - grade (high - yield) bond trades on less than 32 % (36 %) of days over the prior six months — liquidity in corporate bonds was considerably lower than in traditional listed equity markets.

What about the argument that the equity - risk premium (the premium that investors demand over risk - free assets such as government bonds) has fallen close to zero because of greater economic stability?

Adam Aloisi has over two decades of experience investing in equities, bonds, and real estate.

In addition, sovereign wealth funds — which generally diversify their portfolios to include a small portion of alternate assets such as gold, private equity and real estate — are likely to raise their allocations following the low yield in government bonds over the last couple of years.

«Investment Advice and Individual Investor Portfolio Performance», based on over 600,000 monthly portfolio returns (encompassing individual equities, funds, bonds and derivatives) for 16,053 investors, finds that:

My other observation is the Woodford Equity Income fund — a rare active fund in my portfolio -, has done incredibly well and behaved more like a bond fund as the main markets have tanked over the last year.

Warren B has previously made the point that he considers bonds to be riskier than equities over any significant timescale.

Chapter 12 — The Equity Risk Premium examines the excess returns of stocks over bills and bonds (equity risk premium) in 16 countries during 1900 toEquity Risk Premium examines the excess returns of stocks over bills and bonds (equity risk premium) in 16 countries during 1900 toequity risk premium) in 16 countries during 1900 to 2000.

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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.

For example, while equities were going crazy over 2005 - 08, this strategy would have sold some of the gains and moved them into bonds before the crash.

But unlike the criticism he has delivered over the last few years, he now sees a collapse in the value of the US Dollar, the US equity markets as well as US bonds.

In short, equities should outperform government bonds and deliver reasonable returns relative to alternatives over the medium - to - long run.

Wilson recommends investors emphasize international over domestic equities and upgrade their bond portfolios, avoiding high yield.

With the equity portion likely to grow over time and the bond portion comparatively static, this means such investors become much more exposed to equities as they get older.

But if you need the «cushion» of a sizable bond / cash portion to handle market turbulence, then your own index portfolio will lag the equity index performance over long term.

The idea behind a glidepath is that if we start with a relatively low equity weight and then move up the equity allocation over time we effectively take our withdrawals mostly out of the bond portion of the portfolio during the first few years.

The following graph gives an indication of how the various difference equity / bond blends have done over the long - term:

In addition to over 25 years of portfolio management and equity research experience with Leith Wheeler, Bill spent five years as trader of the firm's bond portfolios.

We'll rely on equities and property to keep us ahead of inflation over the long - term and look into more short - term conventional bond funds as our model portfolio's time horizon ticks down.2

He's an independent trader, successful hedge fund manager, global macro consultant, trading foreign currencies bonds commodities and equities for over 40 years.