Sentences with phrase «fixed income asset»

Included in the current universe of underlying funds are five unaffiliated funds: two within the domestic large - cap equity style class and three within the fixed income asset category.

Prior to this, the fixed income asset class was composed of four unscreened bond funds as a screened alternative did not exist.

Professional fixed income asset market money managers do not achieve high enough returns to cover their higher fees.

Even professional fixed income asset market money managers do not beat the bond market.

Fixed income asset provides fixed income stream.

Invests in a broad investment universe of global debt unconstrained by a benchmark, with a focus on non-traditional global fixed income asset classes.

For the average investor, the best way to manage interest rate risk is to change your fixed income asset allocation.

There can be no doubt that yields for fixed income asset classes are low and there is also no doubt that rates will eventually be higher.

You could, for instance start off by swapping out your fixed income asset allocation for perhaps a fixed income RI fund (like the RBC Vision Bond Fund Series D, which has an MER of 0.6 %) that is socially responsible.

The Alternative Portfolio generally demonstrates historically low correlation to traditional equity and fixed income asset classes.

Citi's Fixed Income Indices have approximately 300 clients globally, including 200 buy - side fixed income asset managers and asset owners.

In their view, credit fundamentals are improving for many municipal bond issuers and taxable equivalent yields are attractive relative to other fixed income asset classes.

Interest rates remain at historic lows — what are some strategies for optimizing our fixed income asset allocation?

Similar to corporate bonds, preferred stocks are sensitive to changes in interest rates, however, also similar to equity, preferred stocks exhibit more volatility than most fixed income asset classes.

Bonds are the most common example of a fixed income asset.

It'd be hard for any fixed income asset class to match the 2016 performance of the Markit iBoxx USD Liquid High Yield Index, which returned 15.31 % (source: Bloomberg).

We combine our medium term expectations of fixed income asset class risk and return with shorter term views on market valuation, cyclical developments and liquidity considerations, matched against the Fund's objectives to develop appropriate asset allocation of the Fund.

I think hope our readers understand the importance of combining the two articles in the process of determining the right balance of equity and fixed income asset classes.

Simply invest in a balanced mutual fund with a top - notch provider that has a good reputation across different broad equity and fixed income asset categories, he says.

Our fixed income asset views for 2018 center on strategies to limit the costs in a rising - rate environment of providing diversification for broad portfolios.

The municipal bond market went 12 for 12 in 2014 to become one of the top - performing fixed income asset classes.

The stars aligned in spectacular fashion for the municipal bond market in 2014: Low supply amid solid demand, improving fiscal conditions among state and local issuers, and a broad drop in interest rates (and rise in bond prices) helped make munis one of the top - performing fixed income asset classes of the year.

Access performance of major fixed income asset classes as well as trends in rates, credit and emerging markets in our quarterly Fixed Income Chart Pack.

The bottom line: Even after the recent outperformance, EM hard currency debt is a fixed income asset class worth tilting toward as we head into 2016.

This makes peer - to - peer lending the ideal fixed income asset class to place your funds into in the current low interest rate environment.

Historically among the most volatile fixed income asset classes (source: Bloomberg), a number of influences have come together in recent years that may further increase the volatility of the high - yield asset class.

Investors need to be nimble, however, if they see signs of fixed income asset classes becoming more attractive as interest rates rise.1

The obvious solution is broad diversification not only by asset class, but also within the fixed income asset class by quality and strategy.

In a span of just two months in the third quarter, Morgan Stanley underwrote more than $ 3bn worth of green bonds issued by six borrowers, domiciled in three countries and issued in four different fixed income asset classes.

As a leader among fixed income asset managers we offer diversification across multiple geographic regions that can help today's investors build wealth while reducing their risk.

While the fixed income asset class can ameliorate the effects of deflation, real assets offer the ability to offset some of the effects of inflation on a portfolio.

Total returns were muted for most fixed income asset classes thus far this year.

For the one - week period ended last Thursday, U.S. bond funds were the big winner among ETFs, with four of the top five ETFs for new investor money coming from the U.S. fixed income asset class, according to ETF.com data.

Ultrashort - term fixed income asset class is comprised of fixed income securities with high quality, very short maturities.

It'd be hard for any fixed income asset class to match the 2016 performance of the Markit iBoxx USD Liquid High Yield Index, which returned 15.31 % (source: Bloomberg).

Income seekers must keep in mind that rates around most of the world will remain low for some time despite any Fed action, so flexibility and selectivity are critical in fixed income asset allocation.

Our team of credit professionals deliver sales and trading capabilities across a wide range of fixed income asset classes including high yield, distressed and investment grade bonds, convertible bonds, public and private corporate securities, leveraged loans and emerging market debt.

ETFs listed on TSX also track indices that offer exposure to the fixed income asset class.

The life - savers are pension funds, whose demand for long - term fixed income assets could reach record levels this year - and, counterintuitively, it's the surge in world equity markets that will play a large part in fuelling this appetite.

On balance, then, more than to a 1994 - style meltdown, fixed income assets seem about to be confronted with dynamics similar to the second half of the 1960s, coupled with complications of a 2003 - style curve steepening.

We trade all fixed income assets, with a focus on more illiquid situations, from high yield, distressed and investment grade bonds and convertible bonds to public and private corporate securities and leveraged loans.

Cowen trades emerging markets fixed Income assets.

With dollar weakness complicating the investment case for U.S. fixed income assets, flows to U.S. Bond Funds were close to neutral going into March as investors pulled back from all the major groups except Emerging Markets Hard Currency Bond Funds...

Similar to the portfolio, methodology of insurance documented in equity markets, the contingent immunization provides executives with the innate ability to exchange underperforming fixed income assets with better performing ones while restricting their powers in cases where declines...

The Franklin Templeton Fixed Income Group ® manages more than US$ 419 billion in fixed income assets.2

Fears of similar upsets appear to be holding back investment flows into government bonds, while thirst for income has boosted other fixed income assets such as credit.

Prior to joining Wells Fargo, Mr. Haverland was a portfolio manager, corporate bond analyst and trader at Jefferson Pilot Financial (now part of Lincoln Financial) in Greensboro, North Carolina, where he managed $ 2.6 billion in fixed income assets.

Canadian fixed income assets rebounded in Q1 2017, posting a return of 1.4 per cent, compared to a Q4 2016 loss of -3.4 per cent.

Even so, QFII and RQFII investors can now free up part of their quotas originally destined for equities to invest in eg fixed income assets.

for sure its not ideal, and negative real returns on fixed income assets / cash are not the norm so hopefully it will get better / revert to mean