Sentences with phrase «equities side of»

On our public equities side of the house, they are always following and trading in the public REITs.

For disclosure, just like how I'm a stock picker on the equities side of my portfolio — I also buy individual bonds, coupons and GICs in my fixed income portfolio.

Diversifying geographically is an axiom investors know and, to a degree, follow on the equity side of their portfolios.

In an earlier post, «Where to Ride Out the Volatility,» I covered three investing strategies to consider today for the equity side of portfolios, opting for defensive sectors not included.

This centralization of investors raises myriad strategic considerations for companies competing on the equity side of the industry, specifically those predominately marketing to financial motivations.

When it comes to the equity side of a portfolio, you've probably long appreciated the value of stocks that throw off reliable dividends.

If you're building up the equity side of your portfolio entirely based on individual stocks instead of funds, it's a good idea to try to spread your holdings fairly evenly among 30 or more individual stocks, so you're not unduly impacted if serious misfortune happens to particularly impact one or two individual holdings (such as what happened to Nortel in the 2000s).

Currency risk is welcome on the equity side of your portfolio, because it can lower volatility without decreasing expected returns.

We have been successful so far this year taking risks on the equity side of the portfolio, and keeping our bond investment safer — that will continue.

In an earlier post, «Where to Ride Out the Volatility,» I covered three investing strategies to consider today for the equity side of portfolios, opting for defensive sectors not included.

But when you're focusing on the equity side of a portfolio, I think a good case can be made that large blue - chip companies help mitigate risk.

The equity side of my portfolio had definitely gotten heavy with this past year's rally — for me it's looking like a good time to start concentrating on the bond - side of my portfolio.

On the equity side of the equation PowerShares QQQ (QQQ, + $ 1.9 billion) and iShares Russell 2000 ETF (IWM, + $ 794 million) contributed the largest individual net inflows, while for taxable bond ETFs it was SPDR Bloomberg Barclays High Yield Bond ETF (JNK, + $ 797 million) and iShares Core US Aggregate Bond ETF (AGG, + $ 629 million).

The «something new» I'm introducing today — and most of the rest of this discussion — concerns only the equity side of the Ultimate Buy and Hold Strategy.

The equity side of my portfolio gets way more attention than the fixed income side, but this will be a springboard to looking closer at the fixed income.

And rising interest rates usually reflect a booming economy, so bond losses could be offset by gains on the equity side of the portfolio.

That boost can offset at least some of the losses you experience on the equity side of your portfolio.

Hedging doesn't have to be an all - or - nothing proposition: you can hedge just a portion of the equity side of a portfolio and still participate in the general market's upside if that occurs.

Thus, while still keeping it simple — investing in a small number of index or passively managed funds — investors have been rewarded for adding a bit of complexity on the equity side of the balance sheet.

But I do see that VOF has potential if they do some good work in the Unlisted & Private Equity side of things.

To find these yields, investors and advisors will have to look to the equity side of the equation.

On the equity side of the balance sheet (to the right of the solid black line), nothing has changed (except the order of some transactions).

Though Wall Street and investment banks have been getting hit hard by public criticism over the last few months, most wind farm projects and solar panel companies will look for private investment to generate an upswing of output — and if investors aren't willing to invest, the equity side of renewable energy deals could find itself in a complete standstill.

We have two successful crowdfunded placements of equity in Austin - based development projects and I am used to dealing with the equity side of the house.

«We have a lot of borrowers that we have financed over the years that are seeing [lower] return on the equity side of the business, and they are now investing in UC Funds on the debt side,» says Daniel Palmier, CEO of UC Funds, a specialty finance and investment firm that provides both debt and equity for real estate investments.

At the Federal National Mortgage Association in Washington, D.C., about $ 5 billion worth of business was done on the equity side of the multifamily asset class.

Not exact matches

Michael Khouw is a 20 year veteran of the financial services industry with broad experience as a strategist, analyst, portfolio manager and proprietary trader of equities, commodities and equity and index derivatives for both buy - side and sell - side firms.

See launched the equities trading side of the business in 2012.

What I have learned from many years of working with tech - enabled growth companies; on both sides of mergers and acquisitions; and angel, private equity and venture capital investments, is that accretion of IP value is the key element to supporting overall enterprise value — representing scalability in phases of rapid growth and supporting attractive multiples during the fundraising and exit phases.

Turner: On the equity side, you said earlier in the year that the stock market had maybe gotten ahead of itself in terms of betting on the success of various administration policies that might give the economy a boost.

So when Daren Metropoulos bought the 12 - bedroom house in 2016, it was the private equity firm Rizvi — through a shell company called «Mansion Holdings» — on the other side of the $ 100 million deal, according to the public records.

In 1998, the C. D. Howe Institute again considered the topic, listing the equity advantages as well as the logic of having both the «give» and «take» sides of the tax system operating in concert.

Either we will go public, we will do an offering, we'll do something on the private equity side, or we will use all of our profits or as many as we can in consultation with investors to redistribute them to employees.»

«Whereas on the equity side it's a little bit more of a formal thing where you're actually interacting with more sophisticated investors.»

Whether measured by retail - broker account openings, household equity exposure or surveys, investors were crowded on the bullish side of the boat.

'' [Bank of America Merrill Lynch's] Sell Side Indicator, which tracks Wall Street Strategists» average recommended allocation to US equities, currently sits at just 52 %,» Subramanian notes.

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 %.

Our general take on equities remains that valuations are somewhat on the high side, but with a dearth of investment alternatives, dividend - paying blue chips, such as those emphasized by the Dogs of the Dow strategy, remain an attractive option.

On the equity side, some funds add «best of the worst» companies to encourage better corporate behavior via proxy voting, such as prodding energy companies to produce more renewable energy.

Circling back to the mall / REIT ticking time - bomb, while the Fed can keep the stock market propped up as means of preventing an immediate nuclear melt - down in U.S. pensions (all of which are substantially «maxed - out» in their mandated equities allocation), the collapse of commercial mortgage - back securities (CMBS) will have the affect of launching a nuclear sub-missile directly into the side of the U.S. financial system.

If you have student loans right out of school, or a negative net worth due to negative equity, use these charts for the asset side of the balance sheet equation.

Another side effect of the BEAT provision is that investors in existing tax equity deals are at risk for tax credits that are «clawed back» under the new tax.

Currently, we have positions in 8 Japanese equities, all of which are «small caps» and 5 of which lack sell - side analyst Continue Reading →

If that's the case then the portfolio's asset allocation reflects the fact that you can take more risk on the equity side — in the hope of better returns — as long as you're not banking on those returns to enable you to live.

And, as a result of that, you better be paying attention to what's happening here and how these technologies disrupt businesses that you may be currently invested in, either in the equity side or as a potential lender, because I think this is going to have ramifications for a number of different businesses in the industries in the immediate future.

One side benefit of this approach via equity participation is that, in theory and after a long time lapse, such equity participation should provide the State with net funds.

Long / Short Equity funds invest on both long and short sides of equity markets, generally focusing on diversifying or hedging across particular sectors, regions or market capitalizaEquity funds invest on both long and short sides of equity markets, generally focusing on diversifying or hedging across particular sectors, regions or market capitalizaequity markets, generally focusing on diversifying or hedging across particular sectors, regions or market capitalizations.

Prior to joining Oberon, Kurt was a Managing Director at Bryant Park Capital's New York office where he executed over 20 engagements totaling over $ 1 billion in transaction value, including buy - side and sell - side M&A, corporate valuations, and private placements of debt and equity.

With a small cap it is hard to get the attention of wall street investors so equity growth will be limited but on the positive side it translates into a low beta.

Before becoming a venture capitalist, Nicole spent more than 8 years as a senior equity analyst on both the buy - side and sell - side covering technology including Internet, e-commerce, enterprise software, contract manufacturing, and IT services; and pioneered the coverage of the Information Security space on Wall Street.