Sentences with phrase «falling in a rising rate environment»

Again, prices are at the highest risk of falling in a rising rate environment, but certain risks also exist during periods of falling or more stable rate environment.

Not exact matches

Again, not much of a difference between the rising and falling rate environments in these returns.

In a rising interest - rate environment, bond prices tend to fall.

As such, the fund will do best in a rising - rate environment but will lag unhedged peers in a steady - or falling - rate regime, broadly speaking.

Bond values fall in a rising interest rate environment because investors sell bonds in favor of higher interest yielding bonds.

Knowing the bond strategies with a proven ability to make money in rising and falling rate environments can make a critical difference this component of your portfolio.

While this is less upside than equities have enjoyed in falling rate environments, and some of the equity duration models result in falling asset prices as the discount rate rises, the reality is results can vary.

Typically, bonds are far safer in terms of how much they can fall relative to equities in your portfolio, even in a rising interest rate environment.

In this environment, many of the assumptions of the past — house prices will always rise, interest rates will always fall, there's a better job just around the corner — can no longer be counted on.

In an environment of rising interest rates (generally expected to begin next year) and falling commodity prices (already taking place), a risk - parity oriented portfolio, even with no bond leverage, may suffer.

In an environment in which nominal rates are going up due to the Fed, but inflation expectations are falling, real rates would be rising sharply, albeit from a low leveIn an environment in which nominal rates are going up due to the Fed, but inflation expectations are falling, real rates would be rising sharply, albeit from a low levein which nominal rates are going up due to the Fed, but inflation expectations are falling, real rates would be rising sharply, albeit from a low level.

In a rising rate environment, utilities tend to underperform and if we get a big spike upward in rates, NWN's share price will likely falIn a rising rate environment, utilities tend to underperform and if we get a big spike upward in rates, NWN's share price will likely falin rates, NWN's share price will likely fall.

A future home refinance certainly won't be as easy as when rates were falling, but with a shift in goals and tactics there are still ways refinancing can make sense in a rising interest rate environment.

To be sure, we still favor credit in a rising - rate environment as higher yields can help cushion price falls.

Warren Buffet has done a good job, as an example, but he bet on basically one secular theme (the rise of the US financial sector in the long - term falling rate environment) and has a very significant overweight on the sector which will be his Achilles» heel (if he lives long enough) when the secular trend ends.

Floating rate structures offer investors the opportunity to participate in, rather than fall victim to, a rising rate environment.

This pattern of relative performance may be linked to improved bank profitability in a high or rising interest rate environment and the desire of investors to own REITs for yield purposes in a falling or low rate environment.

Considering the multi-decade period of falling rates since the 1980s — including the unprecedented zero - interest - rate policy in force from 2008 to 2014 — it is safe to say that we are in uncharted waters as we move toward an environment in which rising rates could possibly be the new norm.

There are initial rate caps that may limit the amount the interest rate can actually rise (or fall), but it usually won't be sufficient to keep the mortgage rate in check in a rising rate environment.

In a rising interest - rate environment, bond prices fall.

While they may fare well in a rising rate environment, they would likely fall in price should there be a credit event.