Sentences with phrase «equity income strategies»

I see this desire for income or dividends as further support for equity income strategies.

By emphasizing these two factors, the Fund attempts to provide a diversified equity income strategy emphasizing durable dividend payers.

Not exact matches

And that will require investors to adjust their strategy and their expectations henceforward — by paying more for equities, taking on more risk with fixed income and socking away more than they used to.

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

This strategy, known as equity income investing, can be an attractive alternative to bond investing as it seeks to offer greater protection against inflation as well as potential for capital appreciation.

We also complement our equity and fixed income investments with the selective use of the covered call option strategy to further enhance returns.

The HFRI Macro (Total) Index is managed by trading a broad range of strategies in which the investment process is predicated on movements in underlying economic variables and the impact these have on equity, fixed - income, hard currency, and commodity markets.

While focused on securities that trade on North American markets, our suite of investment solutions includes Canadian and US equity and fixed income segregated strategies as well as our proprietary pooled funds.

Covered call writing strategies have been used for years to generate income, especially when equity markets are flat to slightly positive.

We delve into the link between credit spreads and equity volatility in our new Fixed income strategy piece Turning stocks into bonds.

Bottom line: The credit markets and income strategies in equity volatility are exposed to similar risks.

Multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.

Professionally - managed strategies provide ongoing diversification through underlying fixed income and equity building blocks

Fidelity ® Strategic Disciplines includes the Breckinridge Intermediate Municipal Strategy, the Fidelity ® Equity - Income Strategy, the Fidelity ® Tax - Managed U.S. Equity Index Strategy, the Fidelity ® Intermediate Municipal Strategy, and the Fidelity Core ® Bond Strategy.

Before joining Alston & Bird, Blake was general counsel for a manager and distributor of alternative investment products, including an externally managed, public, non-traded business development company, and a senior lawyer for a manager of hedge funds and separately managed accounts employing relative value and macro fixed income and equity strategies.

My overall portfolio strategy is to build enough equity in enough high - quality companies through diversification so that I'm confident that I can pay for expenses with ongoing dividend income.

Exhibit 1: Preliminary Performance of Income Strategy Versus High Yield, Equity Indices, Through 4/27/181

But in bear markets, my strategy is a combination of selling short former leadership stocks as they break down (click here to see how it's done) and buying ETFs with low to nill correlation to the equities markets (such as commodities, currencies, fixed - income, and international).

From 2000 to 2009, he was the product specialist for the firm's Luxembourg - registered SICAV funds, covering both equity and fixed income strategies.

HFRI Macro Index is composed of a broad range of strategies in which the investment process is predicated on movements in underlying economic variables and the impact these have on equity, fixed income, hard currency, and commodity markets.

PCEF holds three flavors of CEFs: Investment - grade fixed income, high - yield fixed income and equity covered - call strategies.

Today, Putnam provides investment services across a range of equity, fixed income, absolute return, and alternative strategies.

Overall portfolio strategy based on a 60 % equity / 40 % fixed income allocation assuming an efficient tax allocation across accounts.

Additionally, he manages Fidelity Mega Cap Stock Fund, Fidelity Advisor Mega Cap Stock Fund, Fidelity Large Cap Stock Fund, and Fidelity Advisor Large Cap Fund, as well as co-manages Fidelity Multi Asset Income Fund and Fidelity Equity - Income Strategy, a separately managed account (SMA).

Hybrid or multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.

Bill Miller, CFA is the founder of Miller Value Partners, and currently serves as the Chairman and Chief Investment Officer1, and co-Portfolio Manager for Opportunity Equity and Income Strategy.

In his November 2015 paper entitled «Incorporating Home Equity into a Retirement Income Strategy», Wade Pfau simulates different strategies for incorporating home equity into a retirement plan (both income assurance and legacy) via a Home Equity Conversion Mortgage (reverse mortEquity into a Retirement Income Strategy», Wade Pfau simulates different strategies for incorporating home equity into a retirement plan (both income assurance and legacy) via a Home Equity Conversion Mortgage (reverse mortIncome Strategy», Wade Pfau simulates different strategies for incorporating home equity into a retirement plan (both income assurance and legacy) via a Home Equity Conversion Mortgage (reverse mortequity into a retirement plan (both income assurance and legacy) via a Home Equity Conversion Mortgage (reverse mortincome assurance and legacy) via a Home Equity Conversion Mortgage (reverse mortEquity Conversion Mortgage (reverse mortgage).

Our suite of over 900 equity and fixed income ESG Indexes designed to represent the performance of some of the most prevalent ESG strategies can be used to help institutional investors more effectively benchmark ESG investment performance, issue index - based investment products, as well as manage, measure and report on ESG mandates.

The SIOP Model was included in Tiffany Park's school improvement plan as an instructional approach for improving the reading and mathematics achievement of all students, and also as an equity and access strategy for low - income students and English learners.

Schroder GAIA Wellington Pagosa is a multi-strategy fund that invests in long / short equity, absolute return fixed income, and market neutral strategies.

Fixed income and money market funds charge much lower fees than active equity strategies.

Actively managed fixed income strategies are doing well but BlackRock needs to improve its actively managed equity business.

The strategy provides exposure to Sionna's large cap equity mandate and a concentrated portfolio of Canadian fixed - income securities issued by federal, provincial and municipal governments.

I did a many things for Finacorp, mainly research and analysis on a wide variety of fixed income and equity securities, and trading strategies.

But if you're still working and earning a good income, a dividend strategy may come at a high cost, especially if your taxable portfolio includes foreign equity ETFs.

The answers may sometimes be overlooked as market participants seek equity income or the perceived safety of dividend strategies.

The index investment strategy team provides research and commentary on the entire S&P Dow Jones Indices» product set, including U.S. and global equities, commodities, fixed income, and economic indices.

As managed futures strategies have become more popular, some have focused upon equity and fixed income futures.

AMG Funds represents over 30 independent and autonomous investment managers, and offers more than 100 mutual funds and separately - managed accounts across nearly every asset class and up and down the risk spectrum — from short - term fixed income to private equity, active equity choices to liquid alternative strategies.

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The basic concept behind this strategy is «you can't eat your home»: Because your residence produces no income, home equity is useless unless you borrow against it.

Given the explosion of high - quality ETFs in the marketplace, sector - rotation strategies can be implemented to alter US equity sectors, country exposure, fixed income sector and rate sensitivities, and commodity and currency exposures.

Purpose Premium Yield Fund uses cash - covered put and covered - call options strategies blended with fundamentally selected equities to generate income while mitigating risk, according to the firm's announcement released on Tuesday.

The DI monthly newsletter keeps abreast of research in the area of equity - income investing with an eye toward sound strategies that can be used manage a stock portfolio of with an equity - income approach.

WEDGE Capital Management is a boutique investment advisory firm offering value equity and fixed income strategies.

From a portfolio perspective, municipal bonds can serve as the core of an income strategy, or in a risk - reduction capacity in an equity - heavy portfolio.

From this perspective we can use Monte Carlo analysis to compare the outcome of an investor using an all - equity dividend focused strategy to an investor using a globally diversified 60 % equity 40 % fixed income portfolio.

Learn how to implement the dividend capture strategy, an aggressive, income - focused stock trading strategy investors can use to increase equity profits.

Purpose Premium Yield Fund combines options strategies with equities to generate income and mitigate risks

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income from dividend - paying securities, and real return to help protect against inflation — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.