Sentences with phrase «equity market returns during»

And we believe positive economic and earnings visibility has been behind equity market returns during 2017, a trend that can continue in 2018 so long as earnings growth maintains momentum.

Not exact matches

The market was very much an all - ships - rose - with - the - tide - type market,» said David Stepherson, chief investment officer for Baltimore - based Hardesty Capital Management, which saw its equity returns rise 32 percent during 2013, while its total portfolio increased 20 percent.

None of the factors consistently generated positive performance during recent market crashes However, almost any factor exposure would have increased the risk - return ratio of an equity - centric portfolio Low Volatility and Mean - Reversion would have been most beneficial, Momentum least INTRODUCTION A

Volatilities of V — G returns appear to rise during U.S equity bear markets.

During periods of decline it can be helpful to find long ideas among stocks which a) have low levels of debt, in case the market decline deepens, b) have a history of high returns on equity and investments c) have shown price momentum despite waning momentum in the overall markets.

If you want to ensure you get the big returns from stocks that investment writers highlight when urging you to invest in equities, you need to buy during bear markets to make up for the lousy returns from those years when you buy at what proves to be the top of a bull market.

HSIEX Strategic International Fund The Fund invests primarily in equity securities of non-U.S. issuers with the objective of long - term total return with added emphasis on the protection of capital during unfavorable market conditions.

Now contrast these returns with performance during equity bear markets.

I've also marked on the graph the level that yields would need to fall to in order to match the total return earned during prior equity bear - market periods.

It plots the returns of bonds, stocks and a balanced portfolio (60 percent stocks, 40 percent bonds) during each equity bear market since 1960.

However, for bonds to provide a similar level of return as they did during the last equity bear market described above, yields would have to fall to approximately minus 2 %.

The latest DALBAR study shows that, over the 30 years that ended Dec. 31, 2014, the average equity investor earned 3.79 per cent while the market returns averaged 11.06 per cent during the same period.

Which equity category has delivered the most consistently good return during the past three full market cycles?

Canada's equity market got the cold shoulder from investors seeking better returns elsewhere during the first half of 2017, but the attitude towards Canadian stocks is beginning to warm up based on ETF flows in August.

HSIEX Strategic International Fund The Fund invests primarily in equity securities of non-U.S. issuers with the objective of long - term total return with added emphasis on the protection of capital during unfavorable market conditions.

Particularly with the abnormally high market returns of equities - based securities during the last two decades of the 20th century, many investors became very lax about managing their investment costs and capital gains tax realization.

During this FREE interactive session, you will: - Gain perspective on the long - term planning gaps among the baby boomer generation - Increase your knowledge of the strengths, weaknesses, misconceptions, and uses of HECM loans - Learn strategies to overcome sequence of return risk during bear markets - Uncover how the HECM will protect equity in the event of another real estate downturn - Understand the significance of the growing number of affluent families seeking information on HECM loans and why you should be ready tDuring this FREE interactive session, you will: - Gain perspective on the long - term planning gaps among the baby boomer generation - Increase your knowledge of the strengths, weaknesses, misconceptions, and uses of HECM loans - Learn strategies to overcome sequence of return risk during bear markets - Uncover how the HECM will protect equity in the event of another real estate downturn - Understand the significance of the growing number of affluent families seeking information on HECM loans and why you should be ready tduring bear markets - Uncover how the HECM will protect equity in the event of another real estate downturn - Understand the significance of the growing number of affluent families seeking information on HECM loans and why you should be ready to help

Like major asset classes, international equity factors» returns tend to be more correlated during recessions and bear stock markets.

You can see that bond returns were modest during these equity bear markets, even though the depths of those bear markets varied.

And during the 1973 - 1974 equity bear market — where stock indexes dropped by half — bonds returned just 5 percent, compared with gains of 36 percent during the 2000 - 2002 bear market, which experienced a simliarly - sized decline.

I've also marked on the graph the level that yields would need to fall to in order to match the total return earned during prior equity bear - market periods.

The First Asset Morningstar Canada Value (FXM) has been the best - performing Canadian equity ETF during the last year: over the 12 months ending September 30 it returned almost 29 %, while the broad market was up just 7 % and the three value funds above managed «only» 16 % or so.

The blended portfolio seeks to deliver superior risk - adjusted returns compared to a long - only, non-leveraged equity portfolio, particularly during extended equity bear market scenarios.

The Fund invests primarily in equity securities of non-U.S. issuers with the objective of long - term total return with added emphasis on the protection of capital during unfavorable market conditions.

During those times, awareness about equity markets was low and any link to market linked returns was perhaps frowned upon.