Sentences with phrase «exposure to the equity market»

First introduced in 1996, it's the biggest mutual fund offering investors index exposure to equity markets around the globe.

They needed to have long exposure to the equity markets.

Structured products are investment platforms that give exposure to equity markets, interest rates, bonds, currency, commodity and derivatives to give the upside in returns while protecting your downside.

Smart beta products provide exposure to equity markets by investing in diversified baskets of securities that assign higher weights to stocks that have desirable characteristics.

It seems likely that the ETF is aimed primarily at American investors who want exposure to our equity markets, but Canadian individuals and business with significant US cash holdings may find it useful.

Exposure to the equity markets is maintained via low - cost ETFs, without any attempt to outsmart the market via stock selection or market timing.

Unfortunately, for Canadian investors, VEU also has a 5 % exposure to our equities market.

And, for the rest of your assets, maintaining exposure to equity markets and investing in inflation - linked bonds, such as TIPS or I - Bonds, can provide an effective hedge.

Offsetting these strengths are AIG L&R's significant exposure to interest rate risk and spread compression from its dominant fixed annuity businesses, and a growing exposure to equity market and hedging risks, largely through its growing individual variable annuity business.

«CLIX's 50 % net exposure to the equity markets may result in less volatility than typical long - only equity strategies.»

The adviser buys and sells securities and derivatives to increase or decrease the Fund's exposure to the equity market.

The statements also noted that Manulife had increased its reserves from $ 576 million at year - end 2007 to $ 5.783 billion because of its unhedged exposure to the equity markets.

At this stage, it would suit Alok to opt for a ULIP with higher exposure to equity markets, and exercise the option to customise his plan to reduce risk and increase insurance cover later.

Not exact matches

Just as most investors have to buy a REIT listed on a stock market to get exposure to expensive real estate assets, so too must they buy a publicly listed private equity company to get access to private businesses.

In fact, we are looking to lower our beta exposures in certain areas of global equity markets.

Glassman uses Dimensional Funds, a family of low - cost mutual funds marketed to financial advisors, for his core domestic and international equity exposures.

I plan: 5 % — swing for the fences 10 % — save for big blue chip bargain buys that pop up throughout the year 10 % — VNQ, other than our primary residence, I have no exposure to RE, so this should help with that 15 % — VXUS, international index exposure 60 % — VTI, total stock market index (as I get older, I will be also adding BND or a bond fund, but at 32, I'm working on building equities!)

In the equity market, while investors used proxies such as utilities, transportation and energy sector exposure to express views, there are now ETFs that focus exclusively on this opportunity, specifically those that capture the infrastructure value chain.

Investors have used various approaches to identify their exposure to the value factor in the equity markets.

More specifically, investors are putting their money to work in markets outside the U.S. Of the $ 97.2 billion of net new assets raised in the first quarter, over $ 70 billion went into equity funds with international exposure.

International equities and emerging markets have exposure to currency fluctuations, foreign taxes, political instability and the possibility for illiquid markets.

Fund managers cut their exposure to both commodities and emerging market equities to record lows this month, as oil and metals seem unable to shrug off price weakness and China recession fears mount, new research shows.

We see muted returns across asset classes in the coming five years, as structural dynamics such as aging populations help keep us in a low - return world, and we believe investors need to go beyond broad equity and bond exposures to diversify portfolios in today's market environment.

Domestic stock funds offer exposure to the world's largest, most liquid equity market, and can give investors the ability to own stocks in some of the world's most successful companies.

Still, the authors suggest that, as an asset class, U.S. investors should fully hedge their exposure to international developed - market equities.

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With volatility returning to domestic equities, it might be time for investors to consider increasing their exposure to foreign markets, specifically emerging Europe.

I would personally recommend you reduce equity exposure to 60 % total if and when there is a correction in the bond market, specifically muni bonds for tax purposes based on your income.

It pursues this objective by investing principally in equity securities of non-U.S. issuers and using hedging strategies to vary the exposure of the Fund to general market fluctuations.

This new solution invests primarily in equity securities of U.S. small - cap companies that offer exposure to niche areas of the market, aiming to provide high growth potential and diversification benefits for Canadian investors.

Most Millennials are investing directly into Target Date Retirement Funds which have high equity exposure due to the long retirement horizon — so despite having grown up during two bear markets Millennials are still investing and believe in stock investing.

We define the reflation trade as favoring assets likely to benefit from rising growth and inflation, such as cyclical equities and emerging markets (EM), while limiting exposure to long - term government bonds.

Currently, we're invested in currency - hedged ETFs as a way to hedge some of our emerging market exposure, and we've used them in the past as a way to hedge our European equity exposure from a falling euro.

For investors who want to maintain equity exposure but are concerned about overall equity market volatility, less volatile dividend stocks may offer an attractive alternative.

The resulting portfolio has a 30 % exposure to broad U.S. equities markets, including allocations of 10 % each to ETFs linked to dominant U.S. indices: the NASDAQ 100, the Dow Jones industrial average, and the MSCI USA high - quality index.

So while you probably don't want to dump all your stocks because we are still in the midst of a bull market, you probably do want to shift your exposure to protect yourself from the coming decline in equities.

Meanwhile, the National Association of Active Investment Managers Exposure Index, which tracks active money managers» average exposure to U.S. equity markets, fell to 55.57 this week, down from an average of 71 in the first quarter of the year and roughly 63 since mExposure Index, which tracks active money managers» average exposure to U.S. equity markets, fell to 55.57 this week, down from an average of 71 in the first quarter of the year and roughly 63 since mexposure to U.S. equity markets, fell to 55.57 this week, down from an average of 71 in the first quarter of the year and roughly 63 since mid-2006.

Canadian stocks also had a topsy - turvy first quarter, but ended up being one of the top - performing developed equity markets given the outsized exposure to firming commodity prices.

This could be an opportunity for investors to consider reevaluating their market exposure and potentially shift to more value - oriented equities, or simply wait it out in their current positions.

If you are an investor who is confident about the US Equity market as a whole in general, then investing your assets between the Fund and the TSP C Fund will allow you to gain exposure to the entire US equity mEquity market as a whole in general, then investing your assets between the Fund and the TSP C Fund will allow you to gain exposure to the entire US equity mequity market.

Oakmark International Fund: The percentages of hedge exposure for each foreign currency are calculated by dividing the market value of all same - currency forward contracts by the market value of the underlying equity exposure to that currency.

The National Association of Active Investment Managers Exposure Index represents the average exposure to US equity markets by its Exposure Index represents the average exposure to US equity markets by its exposure to US equity markets by its members.

Specifically, a recent analysis by Graham Secker, MS & Co.'s European equity strategist, found that recent disappointments in European corporate profits are a function of at least three important factors that may be reversing: idiosyncratic issues related to heavily skewed index exposure to financials and commodity - linked industries; weak operating profit leverage linked to declining emerging market sales; and less aggressive use of buybacks, tax optimization and non-operating cost reductions versus U.S. peers.

In my view, the market decline is an opportunity for investors to reorder their portfolios and perhaps increase equity exposures.

It steadily reduces your exposure to risky equities to reflect how you've ever less time left to recover from stock market falls.

«Many investors are looking for exposure to emerging markets, but do not have the risk appetite for emerging market equities or emerging market local - currency debt,» said Fijalkowski.

Oakmark Global Fund: The percentages of hedge exposure for each foreign currency are calculated by dividing the market value of all same - currency forward contracts by the market value of the underlying equity exposure to that currency.

But if you are going to try to strategically manage your equity exposure, then watching how investors treat cash at any point in time might be a useful tactic (alongside monitoring dividend yields and the average market P / E).

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.

Flows for equity ETFs were relatively muted by comparison, especially in those funds with underlying exposure to Canada's stock market.