Sentences with phrase «equity has historically»

Banks have been an attractive investment in part because the return on equity has historically been very high — more than 20 % — but that level will be much harder to maintain.

Hi John, equities have historically beaten inflation over the long term.

Equities have historically been better than bonds at protecting purchasing power.

Equities have historically grown in value over the long - term and have been less vulnerable to the effects of inflation than other investments.

The average performance cycle for US equities versus international equities has historically lasted 7.2 years.

Not exact matches

And good, old - fashioned profitability has historically been the biggest driver of equity bull markets.

Bonds have historically had little correlation to equities except in market crisis situations, so creating a portfolio of both equities and bonds makes a whole lot of sense as a long - term investor.

«Equity has been historically managed with spreadsheets in a startup while the official ledger / cap table sat with a law firm.

If every valuation metric I can find didn't suggest the domestic equity (and real estate) market is historically expensive, I'd try to follow Buffett's advice for his wife's estate and put 90 % of my assets in broad market equity index funds.

Resource equities have also historically shown a low to negative correlation to the broader market, which might appeal to bears.

Investors have historically accessed infrastructure through private debt and equity markets (see graphic below).

Historically, we have seen short duration bonds have a lower correlation to stocks, which can be a beneficial ballast when equity markets are down.

For example, during 2008 and 2009, many third - party investors that invest in alternative assets and have historically invested in our investment funds experienced significant volatility in valuations of their investment portfolios, including a significant decline in the value of their overall private equity, real assets, venture capital and hedge fund portfolios, which affected our ability to raise capital from them.

But they historically have lower equity beta and bond - like characteristics that may help provide some protection in downturns, where they have tended to exhibit less downside capture.

Other considerations that have historically been important would persist independent of our various concerns about profit margins, Fed - induced yield - seeking, covenant - lite leveraged loan issuance, equity margin debt, economic deceleration, and so forth.

Pursuant to applicable accounting principles, for financial statement reporting purposes we have historically recorded salary and bonus payments to our senior Carlyle professionals, including our named executive officers, as distributions in respect of their equity ownership interests and not as compensation expense.

It's important to remember that the precious metal has historically shared a low - to - negative correlation with equities.

But there is another reason to maintain a position in gold: Historically, it has been a cheap and effective hedge against equity volatility.

Historically, SeedInvest has raised capital for startups leveraging convertible notes or traditional preferred equity.

Credit spreads historically have shown a close relationship with the VIX gauge of U.S. equity market implied volatility.

Moreover, a sustained move toward higher inflation is a risk to most investors and investment strategies, given that rising inflation has historically been a drag on equity and bond returns, making diversification beyond mainstream asset classes more critical.

Through a period in which interest rates have been historically low and equity markets have posted record highs, there have been relatively few opportunities for active investors to identify differentiated investment ideas.

Additionally, alternative investments historically have lower correlations to traditional assets like equities and fixed - income securities than some other asset classes do.

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)

In determining the size of equity grants to our executives, our compensation committee has historically considered our corporate performance, the applicable executive's performance and potential for enhancing the creation of value for our stockholders, the amount of equity previously awarded to the executive and the vesting of such awards, the executive's position and, in the case of awards to executive officers other than our chief

Active managers have historically outperformed passive funds in EM equities (FIGURE 6).

Although we can not guarantee how the fund will perform in the future, NEARX has historically shown an ability to dodge the dramatic swings and volatility in the equity market, similar to the ones we experienced during the first decade of the century.

Historically, gold is either negatively correlated or has very low correlation to traditional asset classes such as bonds and equities, and there are periods when these asset classes either outperform or underperform the others correspondingly.

And it has historically lagged equities by roughly 3 % per year.

Before The Bell - At the midway point of October, a month that historically, at times, has proven to be very difficult for those long equities, the bulls are more than holding their own.

Momentum stocks, along with the broader equity market, have historically had a negative relationship with volatility.

In other words, if cash historically returned about 1 % a year, then an equity risk premium of +4 % would imply an average return from equities of 5 %.

U.S. midterm elections will be held this fall, and these elections historically have signaled some clear patterns for equity markets.

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.

As Chart 1 shows, equity - market corrections during midterm election years historically have turned out to be great buying opportunities.

Even though SEC rules have historically barred even the comfortably wealthy from private equity, new structures and strategies are beginning to challenge the status quo.

In addition, midterm elections have historically marked a good time to own domestic equities.

Last week, the most historically reliable equity valuation measures we identify (having correlations of over 90 % with actual subsequent 10 - 12 year S&P 500 total returns) advanced to more than double their reliable historical norms.

Historically, the benefit of managed futures have been solid long - term returns with very low correlation to equities and fixed income securities.

What the chart above shows is that the fund has historically demonstrated a greater likelihood of dodging the dramatic swings the equity market has experienced in times of uncommonly high volatility.

UBS analysts pinpointed a key abnormality in last week's correction: «a U.S. equity decline of 7.4 %, as seen over the last five working days, has historically been associated with a high yield spread widening of 75 — 80 basis points... The actual move has only been 21 basis points.»

Anyone who doesn't recognize that the Federal Reserve has done the same thing again — this time focused on the U.S. equity market and the market for low - grade junk and covenant - lite debt — is not paying attention to historically reliable data.

Historically there has been a positive relationship between economic surprises and U.S. equity market performance.

Historically over long periods of time, equity index funds vastly outperform bonds, so it's important to have a large exposure to them during most stages of your life.

«In our view, investors should consider maintaining full equity exposure because the final years of bull markets historically have been strong.

Second, for the past two decades, the United States has been committed to the historically unprecedented mission of simultaneously promoting excellence and equity in education.

Equity is multifaceted and in order to have an equitable formula, we need to ensure that Illinois» historically under - resourced students (Black and Latino students, low - income students and English learners), are benefiting from additional resources under the new formula.

Beyond that, equity means that educators know how to interrupt prejudice and bias, making sure that schools are transformative for all groups, not just those who have historically benefited from the status quo.

Historically, it has been the courts that have forced lawmakers and citizens to have a brutally honest conversation about race, class and equity in public education...

Historically, magnet schools have been an important part of school districts» efforts to improve equity and quality in our nation's schools.