Sentences with phrase «equity market returns over»

Starting valuations explain roughly 10 % of U.S. equity market returns over the following year but 87 % of returns over the next 10 years, according to our analysis back to 1988.

Starting valuations explain roughly 10 % of U.S. equity market returns over the following year but 87 % of returns over the next 10 years, according to our analysis back to 1988.

The basis of my assertion that equity market returns over the next 10 years will likely be in the low single digits, if not negative, is my belief in the irresistible force of mean reversion.

Not exact matches

At a minimum, we look for a 400 - basis - point annual excess return over the public equity markets.

Ramona Persaud, manager of Fidelity's Global Equity Income Fund, likes the company's «shrewd» instincts and its knack for delivering a return on capital «far superior to the market,» an average of about 27 % over the past five years.

«These homes are stores of value and they have proven over time to have a positive return without the kinds of volatility you get in equity markets.»

To the extent that lower Treasury yields are even weakly associated with higher equity valuations, recognize that this effect is also expressed over time as lower subsequent stock market returns.

Cash alternatives, such as money market funds, typically offer lower rates of return than longer - term equity or fixed - income securities and may not keep pace with inflation over extended periods of time.

Although supply has returned to the market over the short term — due to a combination of increased production from US shale producers and the easy availability of capital via debt and equity markets — I'm expecting supply growth to moderate over the long term as capital becomes more expensive and less available to marginal energy producers.

So far, the S&P TSX is among the worst performing markets in the world this year; over a longer horizon, it doesn't get much better, with Canadian equities having delivered a paltry 4 per cent annualized return over the past decade.»

Equities are essentially 50 - year duration investments at current valuations, and even if investors are passive and don't hold any view about future market returns at all, one of the basic principles of financial planning is to align the duration of ones assets with the expected horizon over which the funds are expected to be spent.

It is not without its faults, but it is a decent way to look at the overall valuation of the equity market and the potential total returns over the next 10 years.

The Canadian equity market benefited from the strength in the commodities and when this cycle turned, so did the returns with the U.S.. From 2010 to the end of 2014, the S&P 500 returned 15 % annualized over the period compared to 7.5 % for the S&P / TSX Composite.

The State Street Global Equity ex-U.S. Index Fund (the «Fund») seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of a broad - based index of world (ex-U.S.) equity markets over the longEquity ex-U.S. Index Fund (the «Fund») seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of a broad - based index of world (ex-U.S.) equity markets over the longequity markets over the long term.

-- How much equity do you have in the properties, and are they expected to have better returns than the market over the next 25 years?

Many won't forget the stellar equity global equity market returns in 2013 of over 30 % in many parts of the world in the face of sluggish economic growth.

Private equity annualized horizon returns over 10 years to December 2011 stand at 11.9 %, which is above that of the S&P 500 and MSCI Europe indices, but below the MSCI Emerging Markets index, which is showing a 13.9 % return across the period.

Over the last 100 years a value investment strategy has a consistent history of outperforming index returns across multiple equity markets.

The Fund seeks to generate equity - like rates of return over a full market cycle while managing the level of risk.

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.

Equity risk premium refers to the excess return that investing in the stock market provides over a risk - free rate.

Fund managers aim to do this by a significant margin over the long - term and aim to deliver returns with less volatility (risk) than the broader UK equity market.

We also like strong returns on equity, above average market performance over the last year, and low to moderate price - to - sales ratios.

The Canadian equity market benefited from the strength in the commodities and when this cycle turned, so did the returns with the U.S.. From 2010 to the end of 2014, the S&P 500 returned 15 % annualized over the period compared to 7.5 % for the S&P / TSX Composite.

While the equity markets of various countries and regions have performed very similarly over the past three years, the components of returns have been very different

Over the last 45 years a 70 % worldwide equity / 30 % fixed income portfolio has about the same return as a 100 % S&P; 500 or total market index, at one - third less risk.

The Horizons Enhanced Income Equity ETF (HEX), for example, currently sports a yield of over 10 %, yet its total return over the 12 months ending in June was — 11.8 %, worse than the overall Canadian market.

(Emerging markets are certainly volatile, but they have delivered annualized returns over 12 % since 1988, compared with less than 9 % for Canadian equities.)

The MSCI EAFE Index, representing Foreign Developed equity markets, began in 1970 and over the past 46 years, its annual returns were flat 11 % of the time.

Strategy Objective: Launched in July 1997, the DRS is an actively managed, hedged - equity, rules - based process that is designed to hedge against large stock market declines and provide stable returns over a full market cycle.

To give a sense of that, we recently did a global screen of nearly 5,800 non-financial companies with market values greater than $ 300 million, positive free cash flow over the past 12 months, at least an 8 % return on equity over the past 12 months, net debt to EBITDA of no more than 2.5 x and a trailing EV / EBIT multiple of no more than 8x.

Using Charles's fund data screener at MFO Premium, I searched among the funds that predominately invest in U.S. equities for those with the highest risk - adjusted returns over the full market cycle.

The 10 - year real return from investing in the EM equity market over this period, priced at less than half of the U.S. CAPE, ranged from 5 % to 15 % and averaged 11 %, as shown in the shaded area of Panel B.

More specifically, it considers the excess return over the risk - free rate * that market participants demand for investing in a broadly diversified portfolio of equity securities.

By various accounts, a long - term average return of the equity market is just over 10 %.

Over a three - year period, the annualized returns of the U.S. preferred market have been more bond - like than equity - like.

Researchers have found that equity indices constructed randomly by «monkeys» would produce higher risk - adjusted returns than an equivalent market capitalisation - weighted index over the last 40 years.

For investors seeking long - term investment returns in the U.S. equity market over the complete investment cycle (bull and bear markets combined), with added emphasis on reducing exposure to general market fluctuations in conditions viewed by the Advisor as unfavorable to stocks.

Even then, total return for the equity market as a whole averages about 10 %, which would take over 7 years to attain 100 % return.

Among all the asset classes, equities historically provide investors with the highest returns over the long - term, but stocks also incur the highest risk (look at the stock markets now).

If our returns fall within this targeted return band in the shorter - term (one year), we believe we will be on track to beat both the market and a balanced equity / bond portfolio over a full market cycle.

The mid-cap equity market, as measured by the S&P BSE MidCap, returned 9.28 % over the same period.

The biggest drawback that money market funds pose is simply that they offer very low returns compared to equities or other asset classes over time.

The year - to - date high of 9.86 % reached on May 19th has shrunk to 9.68 % while strength in the equity markets may have seen investor reallocating funds as the year - to - date return of the S&P 500 has gone from 2.8 % to 6.43 % over the same time frame.

You would rightly say both that over the long term equity MARKETS tend upward, but also that past returns are not predictive of future performance of any individual instrument.

On the contrary, since the 1940's, the ratio of equity market value to GDP has demonstrated a 90 % correlation with subsequent 10 - year total returns on the S&P 500 (see Investment, Speculation, Valuation, and Tinker Bell), and the present level is associated with projected annual total returns on the S&P 500 of just over 3 % annually.

Over the years 2005 - 2010, data regarding book equity, net income, market capitalization, market price, share count, and total returns were gathered, and aggregated by geography (Country if non-US, state if US), sector, and year.

We find that the Shiller - PE is a reliable long - term valuation indicator for developed and emerging markets and we use the indicator to predict real returns on local equity markets over the next five to ten years.

We like strong returns on equity, healthy market performance over the last year, and low - to - moderate price - to - sales ratios.

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.