Sentences with phrase «equity risk as»

Annual returns have averaged 4.23 % over the past 16 years, and when adjusted for inflation, this amounts to only about 2 - 3 % real returns per year, despite having just as much equity risk as the C Fund or the S Fund.

You'll have to weigh equity risk as your kids get closer to college age.

No other insurance company in the US takes as much equity risk as Berky.

If our reader's pension income is sufficient to meet all his income needs, then he can take as much or as little equity risk as he wants with his personal savings.

As a result, typical duration - heavy bond funds may not provide as effective a hedge against equity risk as they used to.

As a result, typical duration - heavy bond funds may not provide as effective a hedge against equity risk as they used to.

As confirmed in the next chart, our model correctly identified equity risk as being the likely primary driver of returns for both 2015 and 2016.

Not exact matches

As with any equity spread strategy, there is assignment risk with short options positions.

«I'm not going to be dismissive of the risks, but I think markets have priced them in and if anything as we look at the fundamentals of stock markets around the world, the fundamentals of European equities right now are I think significantly better than they are for the United States,» said the managing partner of Triogem Asset Management and global investing expert on CNBC's «Fast Money.»

Constituent companies are chosen based on their score on two sets of measures: a quantitative assessment consisting of their return on equity, balance sheet accruals ratio and financial leverage ratio; and a qualitative score derived from management's responses to a survey about such topics as corporate governance, risk and crisis management, customer relationships and tax strategies.

«On the other hand, I wouldn't mind offering equity as a reward for taking risk out of the business by bringing in three or four more customers and diversifying the customer base.

«This is typical of a late cycle expansion which is another reason why multiples will be lower as higher volatility typically demands a higher equity risk premium.

«The summer should be hot for US equity and oil volatilities, as vulnerable positioning and geopolitical risks are major looming threats,» he said in a note on Friday.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

«Following the U.K. election, the relative risk investors saw in European bonds came back and as the situation in Greece develops, risks will hopefully unwind and as we move into a certain environment, we can expect bond markets to continue to normalize,» Thomas Buckingham, portfolio manager of the European Equity Group at JP Morgan Asset Management, told CNBC on Monday.

Analysts also pointed to a sudden fall in Japanese equities from multi-decade peaks on dampening risk sentiment in Asian trade, a mood that continued into London trading hours with European stocks also falling, as hurting investor sentiment.

In the Halftime Report's quarterly stock survey, the street's top strategists share their predictions for where equities are headed, and as well as where there's risk and opportunity in the market.

Lakos - Bujas said he and his team view «normalizing inflation and declining global deflationary risks as a positive for equities at this stage of the cycle, and believe there has been some overreaction to inflation headlines lately.»

Esmail said that the emerging markets are in some sense reliant on China as an economic engine, and China's shadow banking crisis is the biggest risk to emerging markets, but valuation-wise the emerging markets are the most appealing part of global equities universe.

This gets at the broad backdrop for risk - taking, and certainly can relax as markets stabilize, and are still very consistent with a strong risk - taking environment that can support equities.

Ultimately, we believe that the equity market is set to be on an uptrend until equities become clearly expensive against bonds, QE ends or risk appetite is clearly in euphoria zone (as opposed to neutral now).

Major Asian equity markets stumbled on Wednesday morning, as markets in Hong Kong, Japan and in China saw relatively big losses, tracking declines in the US over greater perceived risks in the market.

Potential reputational risk associated with owning Remington could also complicate the company's negotiations with its creditors, because in a debt restructuring companies often offer equity as an incentive for debt forgiveness, the sources said.

By taking on more risk as an equity investor, one can economically participate in a company's value creation activities providing an enhanced return profile relative to a company's debt offerings.

My point was and is that the equity risk premium is bundled up closely with the nature of the security itself (i.e., being a publicly traded, relatively liquid investment asset called an equity, that has a very specific bundle of rights and risks attached to it), which has very different characteristics than the many other financial assets available in the economy (many of which have bundles of risk that are perceived as «riskier», and many of which are perceived as «less risky»).

Elsewhere in forex markets, it's a relatively calm day, with a slight correction in the risk - off trade that we have been monitoring for weeks, as the yen is a tad lower today against all of its major peers, while the Dollar couldn't gain on risk - on currencies, despite the equity weakness.

The risk oversight responsibilities of the Finance Committee include oversight of market, interest rate, liquidity and funding risks, as well as equity exposure and fixed income investments.

As a result, we believe credit offers less upside than equities on a risk - adjusted basis if our scenario of sustained global expansion pans out.

In fact, despite the added risks and work they entail, many see alternative investments as the perfect antidote to the anemic returns forecast for the broad - based equity and bond markets.

As we look back on 2017, it will likely be remembered as an exceptional year for many investors, specifically those who owned equities and other risk assetAs we look back on 2017, it will likely be remembered as an exceptional year for many investors, specifically those who owned equities and other risk assetas an exceptional year for many investors, specifically those who owned equities and other risk assets.

Are you and they willing to risk those assets as equity investment in a startup?

Specifically, longer - duration bonds are reasserting their role as an effective ballast to equity risk and can be especially helpful in equity - centric portfolios.

This makes sense, as equities are — for most investors — the main driver of both long - term capital growth and risk within their portfolio, and therefore garner the most attention.

This leaves cash as the only major asset class available to hedge equity risk.

We still see a role for credit in bond portfolios but, overall, prefer to take economic risk in equities, as reflected in our recent downgrade of U.S. credit.

Its Wholesale Banking segment offers commercial loans and lines of credit, letters of credit, asset - based lending, equipment leasing, international trade facilities, trade financing, collection, foreign exchange, treasury management, merchant payment processing, institutional fixed - income sales, commodity and equity risk management, corporate trust fiduciary and agency, and investment banking services, as well as online / electronic products.

Stock volatility is back in earnest today, as the risk - off shift that was already apparent in forex markets throughout the equity - bounce reached the last stand for...

A growth agenda may be good for equities, but the untethering of the monetary policy experiment may not be good for equities, and there may be some ambiguity as to what this means for risk assets and portfolios.

The company's weaknesses can be seen in multiple areas, such as its generally high debt management risk, disappointing return on equity and generally disappointing historical performance in the stock itself.»

Should the Aussie and the Canadian Dollar pick up some bullish momentum, we could be in for a more durable rally in equities too, as they have been leading risk assets in recent weeks.

As I discussed in a previous blog, if correlations between stocks and bonds remain negative, as they have for most of the post-crisis period, bonds remain an effective hedge of equity risAs I discussed in a previous blog, if correlations between stocks and bonds remain negative, as they have for most of the post-crisis period, bonds remain an effective hedge of equity risas they have for most of the post-crisis period, bonds remain an effective hedge of equity risk.

Do the same thing with the Fed Model, or most other «equity risk premium» estimates proposed by Wall Street analysts or academics, and you'll either cry, or laugh, or cry laughing, but you'll undoubtedly be distressed that anyone would recommend those models as a basis for long - term investment.

Given the absence of a public trading market of our common stock, and in accordance with the American Institute of Certified Public Accountants Accounting and Valuation Guide, Valuation of Privately - Held Company Equity Securities Issued as Compensation, our board of directors exercised reasonable judgment and considered numerous and subjective factors to determine the best estimate of fair value of our common stock, including independent third - party valuations of our common stock; the prices at which we sold shares of our convertible preferred stock to outside investors in arms - length transactions; the rights, preferences, and privileges of our convertible preferred stock relative to those of our common stock; our operating results, financial position, and capital resources; current business conditions and projections; the lack of marketability of our common stock; the hiring of key personnel and the experience of our management; the introduction of new products; our stage of development and material risks related to our business; the fact that the option grants involve illiquid securities in a private company; the likelihood of achieving a liquidity event, such as an initial public offering or a sale of our company given the prevailing market conditions and the nature and history of our business; industry trends and competitive environment; trends in consumer spending, including consumer confidence; and overall economic indicators, including gross domestic product, employment, inflation and interest rates, and the general economic outlook.

In the larger financial industry, who gets to keep the difference between a historic 8 % return on equities, an «equity - like return», and a historic 4 % return on «risk free» investments, such as government bonds?

The main purpose behind holding these options is hedging a portfolio against significant negative movement in the value of US equities, commonly referred to as tail risk.

Wilson notes that part of the risk at this stage of the rally is whether tax reform is already baked into the price of equities, as well as a likely increase in volatility ahead and dispersion of earnings estimates.

What about the argument that the equity - risk premium (the premium that investors demand over risk - free assets such as government bonds) has fallen close to zero because of greater economic stability?

In this environment of increased uncertainty, I predict that minimum volatility strategies will re-enter the spotlight as a way for investors to maintain equity exposure while seeking less risk.

As a result, the financial opportunity in our equity rewards program is best realized through long - term appreciation of our stock price, which mitigates excessive short - term risk - taking.

The Enterprise Compensation Committee discharges the board of directors» responsibilities relating to the compensation of our executives and directors; reviews and discusses with management the Compensation Discussion and Analysis and performs other reviews and analyses and makes additional disclosures as required of compensation committees by the rules of the SEC or applicable exchange listing requirements; provides general oversight of our compensation structure, including our equity compensation plans and benefits programs, and confirms that these plans and programs do not encourage risk taking that is reasonably likely to have a material adverse effect on Hewlett Packard Enterprise; reviews and provides guidance on our human resources programs; and retains and approves the retention terms of the Enterprise Compensation Committee's independent compensation consultants and other independent compensation experts.