Sentences with phrase «equity performance»

There is now a recognized benchmark for emerging market equity performance so that you can track any investment you make.

We are pleased with strong fiscal year gains, but we continue to believe that unusually strong equity performance over the past several years will lead to more moderate near - term returns.

But in the last 25 years, the presumed relationship between equity performance and interest rates has been severely challenged.

It is no surprise then that equity performance within industries tends to be tightly correlated.

We estimate long term after tax, inflation and fee equity performance to be 4 - 5 % and fixed income to be slightly lower at 2 - 3 %.

Using treasury futures contracts, the strategy aims to dynamically offset negative equity performance of market volatility.

Chinese economic data continue to deliver strong numbers in tandem with broad emerging market equity performance.

The MSCI Emerging Markets Europe 10/40 Index (Net Total Return) is a free float - adjusted market capitalization index that is designed to measure equity performance in the emerging market countries of Europe (Czech Republic, Greece, Hungary, Poland, Russia, and Turkey).

They have shown a strong relationship with U.S. equity performance over 10 - year periods, our analysis shows.

Rob Arnott, a hedge fund manager and the editor of the Financial Analysts Journal, argued that because past equity performance was predominantly fueled by P / E multiple expansion and dividend payments, there's no clear reason why stocks should continue their dominance 1.

At these new softer levels for the loonie, there's a renewed concern that a reversal in the Canadian dollar could sap the life out of global equity performance expressed in local currency terms.

The MSCI Emerging Markets Europe 10/40 Index (Net Total Return) is a free float - adjusted market capitalization index that is designed to measure equity performance in the emerging market countries of Europe (Czech Republic, Hungary, Poland, Russia, and Turkey).

It represents large and mid-cap equity performance across 23 developed markets countries.

Russ looks back at equity performance following past rate increases to gauge what could be ahead for investors.

The MSCI World Index is a broad global equity benchmark that represents large and mid-cap equity performance across 23 developed markets countries.

Russ looks back at equity performance following past rate increases to gauge what could be ahead for investors.

SigFig placed first for equity performance in the first quarter followed by TIAA SRI and United Income, which tied.

There is some evidence that «valuation levels» e.g. Shiller's CAPE 10 ratio, have some predictive power when it comes equity performance a decade or so down the line.

Choose a U.S. market focus with the S&P 500 ® or diversify your growth potential with the MSCI EAFE, which measures international equity performance.

By the end of the week markets were faltering, however, with rising interest rates weighing on equity performance.

To illustrate our point, we looked at the S&P 500 to represent equity performance and the Agg to represent bond market performance, both YTD through February 8, 2016.

The MSCI World Index, which tracks equity performance across 23 developed countries, is up 14 percent so far this year as of September 20.

We see a brighter outlook for equity performance outside the U.S. over the next few quarters.

Though, when you take a closer look at recent equity performance in May, each year there has been some volatility in the markets during May and the overall gains have been only marginal.

In addition to equity performance measurement and design of strategic investing approaches, S&P DJI has provided Canadian market participants with products for other areas of investment.

Introduced in 2003, dividend ETFs are a new vehicle for a well - tested equity performance metric — dividend yield.

The MSCI ACWI Small Cap Index is a free float - adjusted market capitalization index that is designed to measure global small cap equity performance.

NoLoad FundX is perhaps best known for its excellent long term equity performance, but the newsletter also has a winning fixed income portfolio.

The worst equity performance?

I personally think Tips give up too much return when equity performance is strong, but it's a modest concern - Tips may suit you better than any other option.

Corporations initially added DC plans to their DB plans, but as the 90s ended, and equity performance sank, many terminated their DB plans.

They have shown a strong relationship with U.S. equity performance over 10 - year periods, our analysis shows.

The MSCI World ex USA Index is a free float - adjusted market capitalization index that is designed to measure global equity performance.

When Shiller's metric is high, equity performance over the next 10 - years tends towards the disappointing and vice versa.

Strong EM equity performance has largely followed a broad - based earnings recovery over the past 18 months, after earnings of MSCI EM Index companies had slid 7 % a year since 2011.

MSCI EAFE is recognized as the preeminent benchmark in the U.S. to measure international equity performance.

There are two schools of thought on currency hedging: one holds that currency fluctuations «cancel out» for a long - term investor and the other holds that currency fluctuations have a significant effect on equity performance and should be hedged away.

There is still a huge disconnect between Equity performance and the real economy, and it is all built on false money.

When everyone believes in the inevitability of stocks, à la «Dow 36,000» (we'll get there by 2025 or so), equity valuations are high, past equity performance has probably been great, and the future equity premium is small — think 1929, 1972, August 1987 and February 2000.

Dow Jones * often refers to the Dow Jones Industrial Average, which was one of the first stock indices and is one of the most commonly referred to barometers of equity performance in the United States.

Given the amount of control China's leaders hold over the domestic equity markets (1,400 companies halted, short sellers threatened with jail, no selling by large shareholders allowed), it would appear that the equity performance, both on the way up and the way down, are more driven by speculation and margin calls than economic fundamentals.

Quite the juxtaposition in global equity performance, but understandable when one considers the prior period global spillover of Fed QE into the global asset markets all in the search for higher rates of return in a period that had become an ice age for nominal US interest rates.

The MSCI World ex U.S. Index (Net) is a free float - adjusted, market capitalization - weighted index that is designed to measure international developed market equity performance, excluding the U.S..

S&P 500 Index is a commonly recognized, capitalization - weighted index of 500 widely - held equity securities, designed to measure broad U.S. equity performance.

MSCI EAFE (Europe, Australasia, Far East) Index is a free - float - adjusted market capitalization - weighted index designed to measure developed market equity performance.