If your asset allocations for US, international and emerging markets are all underweight by a few thousand dollars and you want to rebalance your portfolio (and have both CAD and USD cash), US and emerging markets
equities would likely reduce your foreign withholding tax bill the most (assuming that you purchase Canadian - listed international equity ETFs that hold the underlying stocks directly with your Canadian dollars).
Not exact matches
Most
likely such a sale
would be to a private
equity company that
would then divide up the assets, she said.
Older workers, in contrast, are paid about 10 to 25 percent less at young firms, because they are
likely to be taking more senior positions that
would be more highly compensated at larger firms in exchange for
equity in a startup.
What's more, any big deal that private
equity did, particularly any done by his old firm Bain Capital,
would likely be subject to more media attention then ever.
It's
likely you haven't heard of Mainstreet
Equity Corp, a Calgary - based business that takes beaten down apartment buildings in Western Canada, fixes them up and then rents them out.
Led by Savita Subramanian, BAML's
equity strategy team
has screened for stocks they consider are most
likely to beat analysts» estimates for 4Q.
They also are far and away more
likely to
have the kinds of assets (home
equity, TFSAs, RRSPs) that benefit from favourable tax treatment.
Kickstarter
has said that it will not enter the
equities market, but Indiegogo and RocketHub, the other major incumbent platforms, seem
likely to become portals.
«In the current environment, although inflation appears to be increasing, it's still not
likely to cause 10 - year yields to rise to levels that
would be problematic for
equities.
All told, the jump in Treasury yields
has yet to make its way into the broader economy in the form of higher borrowing costs, yet it will
likely start to dampen the housing and auto markets as consumer loans become more expensive, said Gary Cloud, a portfolio manager of the Hennessy
Equity and Income Fund.
Now, you could just kill employment
equity without killing the census, and it seems that this is
likely to happen in any event, but killing the census
would be the stake in the heart, preventing employment
equity from arising, vampire like, from the dead...
Besides, if transaction fees were ended, private -
equity firms
would likely find other ways to collect similar sums.
A stable or appreciating dollar
would likely prove a modest headwind for EM
equities and a tailwind for Japanese stocks.
Founders are
likely not paid for a long time and
have a sizeable
equity percentage for early risk and
having the concept.
Also, borrowers who took out interest - only loans prior to 2015 are
likely to
have accumulated positive
equity because of substantial price growth in recent years.
Analysts
had earlier flagged KKR and Ares as the two private
equity firms most
likely to convert to C - Corps as the tax hit is less severe because the firms» earnings rely less on the performance fees that are affected by the C - Corp change.
Measures of negative
equity have become a key component in crafting policies to address the foreclosure crisis, as these borrowers are twice as
likely to be seriously delinquent or in default on their first - lien mortgage compared with positive
equity borrowers.
While the pace of monetary tightening is
likely to be gradual, more than a few investors are worried about the
equity impact of any marginal tightening, believing that the entire edifice of today's bull market
has been built on a foundation of cheap money.
«Absent material
equity valuation improvements for Ares and KKR, we expect further conversions of Fitch - rated alternative investment managers to be decreasingly
likely, given that the remaining managers generally
have more incentive income which
would not benefit from the lower tax rate,» said Meghan Neenan, head of North American Non-Bank Financial Institutions at Fitch.
The young investors who are looking to enter the market
would likely be cheered by investors, who
have long argued that millennials should get over what some
have described as an aversion to
equities — a byproduct of their coming of age and starting their careers during the worst of the financial crisis — and take advantage of a long - term, buy - and - hold strategy that allows them to benefit from compound interest.
As a result, the
equity market's reaction to tightening is more unpredictable than it
has ever been, a fact
likely to increase anxiety and uncertainty throughout the cycle.
Cash transfers
would likely trigger a rapid rise in
equity markets, because earnings are currently cyclically depressed, so the asset price effect of cash transfers
would likely be way more powerful than any impact of «small» amounts of QE.
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
This founder, whom we'll call Tom Green, said that while exact dollar amounts and percentages fluctuated slightly based on how many founders a company
had and how experienced those founders were (younger founders lost 1 percent or 2 percent more in
equity for the same amounts of money), most of the deals were structured to favor Y Combinator with the assumption that most of the teams were just starting out and were
likely to fail.
It seems
likely that startups will share more
equity with employees than they
have historically (this is a prediction, but we're starting to see early examples of this)
Given the company's relatively strong position now and the uncertainty of the future, some Wall Street sources are scratching their heads wondering why the Nordstrom family
would even consider cutting a deal that
would give a new investor preferred shares, noting that the idea was
likely thrown on the table to see what
would trigger private
equity interest.That
has brought some private
equity firms back in for another around of talks, but one source noted: «Private
equity these days don't really want to commit any money to brick - and - mortar.
This
would likely be a game changer for
equity and credit markets, reducing the incentive for companies to issue debt and buy back shares.
The Enterprise Compensation Committee discharges the board of directors» responsibilities relating to the compensation of our executives and directors; reviews and discusses with management the Compensation Discussion and Analysis and performs other reviews and analyses and makes additional disclosures as required of compensation committees by the rules of the SEC or applicable exchange listing requirements; provides general oversight of our compensation structure, including our
equity compensation plans and benefits programs, and confirms that these plans and programs do not encourage risk taking that is reasonably
likely to
have a material adverse effect on Hewlett Packard Enterprise; reviews and provides guidance on our human resources programs; and retains and approves the retention terms of the Enterprise Compensation Committee's independent compensation consultants and other independent compensation experts.
With that much built - up value, you
would likely qualify for a home
equity loan as long as you met the lender's income and credit requirements.
Let's take a look at some of the key fundamentals that
have kept gold prices on a tight leash during the last few years against the backdrop of a sharp correction in the
equities markets, rising inflation, geopolitical unrest and the
likely end of an era of low interest rates.
Harbour's funding — including $ US7.5 billion in debt and
equity investment from trader Mercuria Energy Group and others —
has yet to be locked in, while the due diligence process now embarked on by Harbour may yet reveal unsavoury findings, with the short - of - reserves GLNG venture seen as the most
likely suspect.
Donald Trump's presidential win
has unleashed animal spirits in the US that are
likely to continue to drive
equities forward in 2017.
If you
've owned a home since 2012, you
've likely experienced a large increase in home
equity — and overall personal net worth.
Alongside this USD trade volume commanded quite a bit of trading but since the recent U.S. tax cuts for
equities markets, new money
has likely jumped to those investment vehicles.
Because foreign investors will
likely not
have access to an ETF tracking the ACWI ex-US index on their local stock exchange, we will instead use the MSCI US and MSCI EAFE
equity indices.
(I think it's useful for UK investors to be aware of the US perspective, because passive investors are
likely to
have as much as 50 % of their
equity portfolio invested in American companies.)
The bottom line: U.S.
equities can move higher in 2015, but as we
've already seen, the path is
likely to be accompanied by much more volatility.
Emerging market bonds in their own currencies
have a similar justification to emerging market
equities, especially since the currency depreciation against the dollar is
likely to slow or stop altogether.
The VA funding fee is
likely to be cheaper than private mortgage insurance if you
have less than 20 percent home
equity, especially if your credit score isn't stratospheric.
In addition, SMART Saver women
have less of their assets in cash (56 %) than other Canadian women (66 %), and are far more
likely to
have portfolio exposures to
equities, bonds and investment properties.
Though the gain in the S&P 500 since 2014 is
likely to be wiped out rather easily, the challenge for hedged
equity strategies in the interim
has been the extended duration of this top formation, coupled with a feverish shift of investors toward indexing, which
has benefited the capitalization - weighted indices relative to a wide range of historically effective stock - selection approaches.
Thirdly, if
equity markets (including bank stocks) continue to get hammered, banks will
have capital issues, and will
likely pull back from lending.
But further strength in the U.S. dollar
would likely be good for
equity markets that traditionally outperform on their currency's weakness, such as Japan and the eurozone, as a stronger dollar will make their exports more competitive.
If that's not an option, home
equity loans and lines of credit can be used in the same way as a bridge loan and will
likely have lower interest rates.
In this outcome, the balanced portfolio
would likely avoid a little more than 40 percent of the decline the
equity portion
would experience.
Kansas City Southern (KSU) stock
has sputtered this year,
likely reflecting the prospect of increased competition in its Mexico operations, but each of the other nine
equities in the group
have produced positive total returns so far in calendar 2014, with a number showing double - digit gains.
Performance rotates — International developed - market
equity investments
have outperformed U.S. stocks following past periods of under - performance, and we think their better performance is
likely to continue.
But were Australia to enter at some stage a period of declining housing prices, it is
likely that this
equity withdrawal
would be scaled back, or
would possibly go into reverse, resulting in a cutback in spending, with a potentially destabilising effect on the broader economy.
And so clearly if Central Banks
have prioritized buying
equities, that's very
likely a driver of the current reflation as it's called.
If volatility was to return to more normal levels this
would likely be a headwind for global
equity return potential, in our assessment.