Sentences with phrase «equity risk by»

You're already taking the equity risk by holding the stocks, so why not get some extra income from them by selling covered calls?

That's why experts typically advise folks who are closer to retirement to decrease their exposure to equity risk by reducing the percentage of their investments in stocks and increasing the percentage in bonds.

Not exact matches

For one, investors are going to have to get comfortable taking on more risk in their equity portfolios by buying stocks at higher valuations.

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.

Don't risk losing your home by getting a home equity loan; explore other financing options instead.

«The Swedish crown is also being held back by less risk appetite following last week's equity rout, so people are cautious.»

But Glencore, under London Stock Exchange reporting obligations, said it would only contribute 300 million euros in equity (taking a tiny equity interest of 0.54 %, and even that only «indirectly»), while the rest of the money was provided by «QIA and by non-recourse bank financing,» the latter being a loan that effectively insulates Glencore against most of the risks of owning Rosneft shares.

«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.

Equity analysts charged with evaluating publicly traded companies can fall victim to herd mentality, and by slapping a «sell» rating on a company or issuing a critical report, an analyst risks getting cut off by management.

LONDON, Jan 31 (Reuters)- Global investors trimmed equity holdings by 1.2 percentage points in January, concerned that markets have grown complacent after a thundering bull run and seeing risks of an inflation wake - up call.

LONDON, Jan 31 - Global investors trimmed equity holdings by 1.2 percentage points in January, concerned that markets have grown complacent after a thundering bull run and seeing risks of an inflation wake - up call.

«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.

In addition, I would point out that equities are purchased and traded by private individuals, who inherently have time value of money and liquidity preferences that are also priced into equities, given their specific limitations and characteristics (e.g., in the event of a stock market crash, liquidity may disappear at the exact moment it is most desired, and therefore the risk of that lack of liquidity is priced into the equity).

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.

The Fund seeks both current income and capital appreciation by investing primarily in below investment grade debt and equity with the ability to hedge risk.

Mr. Francois, 49, on the job at Chrysler for 15 months, is gaining a reputation among his ad agencies, dealers and staff for surprising them and taking the kinds of risks that make them feel more confident than they ever did while owned by German carmaker Daimler or private - equity firm Cerberus Capital.

Yet long - term government bonds are useful diversifiers against volatility and equity market selloffs sparked by geopolitical risks.

Mladina used a modified version of the Fama - French five - factor model to evaluate how well the returns and risks of publicly traded equity REITs and private real estate investments are explained by common stock and bond factors.

When you want something you don't need and can't currently afford, save money, look for bargains or wait for sales deals — but never risk losing your home by borrowing against your equity for things you can live without.

This two - part system is designed to exploit the role of equity in reducing the risk appetite of banks by requiring them to have more equity in their capital structure, and the role of uninsured debt by making it more desirable for creditors to monitor bank management.

The recent Basel III pact, an international accord under which central banks across the world — including the U.S. Federal Reserve — agreed to regulatory standards, requires banks to increase their equity funding to at least 7 % of their «risk - weighted» assets by 2019.

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.

But this masks the reality that equities — and by extension other risk assets — still look attractive taking into account that bond yields are likely to stay historically low.

This poses a dilemma for investors: Accept lower returns or dial up risk by taking more equity, credit and interest rate exposure.

Finally, Chinese stocks (measured by the Shanghai Stock Exchange Composite Index) have trailed their Brazilian counterparts (measured by the Ibovespa Index) and moved in lock step with Russian equities (represented by the MICEX Index) since late January, based on Bloomberg data, and their low valuations are poised to potentially rise in a risk - on environment.

OTTAWA, June 7, 2017 / CNW / - Home equity lines of credit (HELOC) may put some Canadians at risk of over-borrowing, according to a report released today by the Financial Consumer Agency of Canada (FCAC).

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.

Individual investors who trade equity options underperform those who do not by a risk - adjusted average of 1 % (2.75 %) per month based on gross (net) returns.

Returns by media type are similar whether measured simply in excess of the risk - free rate or adjusted for multiple risk factors common to long / short U.S. equity hedge funds.

A subordinated risk swap / equity risk swap can be used to mitigate general or special entrepreneurial risks by transferring them to another party.

In their March 2016 paper entitled «Leverage for the Long Run — A Systematic Approach to Managing Risk and Magnifying Returns in Stocks», Michael Gayed and Charles Bilello augment conventional U.S. stock market SMA timing rules by adding leverage while in equities.

If there's not a single buyer that will take on both the assets and liabilities without the government assuming private default risk, Bear's assets should be put out for bid, Bear's bonds should go into default, and by the unfortunate reality of how equities work, Bear's shareholders shouldn't get $ 2 - they should get nothing.

And given the unprecedented algorithmic intertwinement of equities and bonds — exemplified by risk parity — pain could ripple quickly, leaving cash and hard assets like commodities and gold the only safe place to retreat.

The common element is that any long position taken in a specific equity is offset by a short position in either a merger partner (risk arbitrage), an «overvalued» member of the same sector (long / short paired trading), a convertible bond (convertible arbitrage), a futures contract (index arbitrage) or an option contract (volatility arbitrage).

One of the victims of this risk - off move has been Japanese equities, which, as measured by the TOPIX, is roughly flat for the year to date through May 1 (in local currency).

If we're tracking the global equities market as a whole would it not be wiser to hedge the risk of the global market by having global bonds?

We maximize shareholder gain by investing to fund Blockchain enablement, while minimizing risk through equity ownership in fundamentally strong businesses.

Pretty much everything and everyone says that now I'm older I need to reduce risk and volatility by holding bonds (e.g. McClung receommended 50 - 60 % equities).

You can reduce the equity share by just under 20 % and still maintain the 12 % risk target.

We see future returns driven primarily by income in fixed income and earnings growth in equities, rather than by a re-rating spurred by a decline in rates and risk.

The Fund seeks to maximize total return by investing in a diversified, risk - balanced global market portfolio with exposure to global equities, sovereign debt, inflation - protected securities and commodities.

CBA told the ASX the $ 1 billion capital penalty would increase risk weighted assets by $ 12.5 billion and reducing common equity tier 1 capital (CET1) ratio by 29 basis points from 10.4 per cent to 10.1 per cent.

These low rates have encouraged investors in recent months to pile on risk, taking U.S. equities markets to record highs earlier this year despite an economy that's still being slowed by relatively high unemployment, huge debt levels, and tighter government spending.

By design, the Fed wished to push investors into higher risk assets such as equities and real estate by lowering the return on safe bond investmentBy design, the Fed wished to push investors into higher risk assets such as equities and real estate by lowering the return on safe bond investmentby lowering the return on safe bond investments.

Equity financing is normally used by non-established businesses that are unable to secure business loans from financial institutions (debt financing) due to insufficient cash flow, lack of collateral, or a high risk profile.

Our analysis shows that an investor would have achieved more than double the risk - adjusted performance of a median equity trend strategy by trading a diversified strategy across many diverse markets.

By purchasing these companies after a price decline, we find we are able to control risk in the portfolio as these investments often have less downside while offering a decent potential return.The U.S. Equity Fund seeks to invest in companies with a lower Price to Book Ratio, lower Price to Earnings Ratio and higher Dividend Yield than the S&P 500 index.

It also could have led to a rise in the equity risk premium demanded by investors in European stocks.

Using the same process — mapping to the portfolio with the most appropriate risk level — would suggest that equity exposure drop by around 10 percent for the 55 year old and another 10 percent for a 60 year old, as the chart below shows.

What happens if we extend the «Simple Asset Class ETF Value Strategy» (SACEVS) with a real estate risk premium, derived from the yield on equity Real Estate Investment Trusts (REIT), represented by the FTSE NAREIT Equity REITs equity Real Estate Investment Trusts (REIT), represented by the FTSE NAREIT Equity REITs Equity REITs Index?