Sentences with phrase «experience bond market returns»

Not exact matches

Gross pointed to the long - term success of the Total Return Fund, while acknowledging the tough year the fund saw in 2011, when it experienced significant net outflows after he bet against the bond market.

NWQ is suitably resourced and experienced to be able to deliver clients an actively risk managed portfolio of Australia's leading equity hedge funds that has an ability to generate attractive risk adjusted returns irrespective of equity or bond market direction.

Investors who have experienced the price run - up in the bond market but who have not marked down their forward expected portfolio rate of return are making, in our view, a possibly fatal mistake.»

Because the pattern of risk and returns from bonds and short - term investments is different from stock market returns, adding them to a portfolio of stocks may mitigate some of the overall volatility you experience.

The $ 102,000 investment in a four - year college yields a rate of return of 15.2 percent per year — more than double the average return over the last 60 years experienced in the stock market (6.8 percent), and more than five times the return to investments in corporate bonds (2.9 percent), gold (2.3 percent), long - term government bonds (2.2 percent), or housing (0.4 percent).

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.