Sentences with phrase «for bond fund managers»

Evidence of superior skill for bond fund manager seems entirely lacking, so buying no load bond funds is very clearly a better strategy.

Not exact matches

Also, a bond fund is only going to have so much cash on hand, so if the investors in a certain fund all want to redeem their shares of the fund at the same time, it will pose problems for the fund manager trying to meet redemption requests.

To maintain the balance of their portfolios, pension fund managers have been selling equities and buying more bonds, and their notable demand for the latter counters the popular narrative that the 35 - year rally in fixed income is over.

Being a former portfolio manager myself, I realize not all bond fund managers effectively navigate these risks that translate to lower returns for fund investors.

Certainly, it offers an attractive level for longer - term investors such as pension and insurance funds to lock in a relatively decent yield, and will tempt some portfolio managers to buy bonds rather than equities.

One assumes that «AUM» means «assets under management» and is a shorthand for the asset managers, mutual funds, etc. who offer daily liquidity to bond investors.

- Elaine Stokes, co-portfolio manager for the $ 22 billion Loomis Sayles Bond Fund

With funds managers holding about 15 - 20 per cent of assets in domestic bonds, the change in the composition of household assets has translated into higher demand for bonds — a demand which is no longer being met by government issues.

Overall North American equity recommendations were downgraded to 67.8 percent from 69.1 percent, the lowest since December 2014, and fund managers» preference for North American bonds were cut to 70.0 percent, the lowest in seven months.

Bond fund manager who called dollar's slide says «it's not too late to move out of U.S. bonds» Jack McIntyre of Brandywine Global says look to emerging markets for attractive yields on sovereign bondsJack McIntyre of Brandywine Global says emerging markets are still the place to look for attractive yields on sovereign bonds.

Bill Gross, an influential bond fund manager, tells Bloomberg that he expects rates to tread water for the near term.

I think the issue here is whether any amateur fund manager (which I think is what we all are — including those financial advisers who create their own «homegrown» portfolios using trackers and bond funds) can seriously manage a portfolio for income or for growth and control against downside risk (in equities or bonds) as well as a good active management group like Invesco perpetual or M&G.

Investors can also invest in bond funds which include a portfolio of bonds managed by a portfolio manager for various objectives.

He's an independent trader, successful hedge fund manager, global macro consultant, trading foreign currencies bonds commodities and equities for over 40 years.

Yra Harris is an independent trader, successful hedge fund manager, global macro consultant while trading foreign currencies, bonds, commodities and equities for almost 40 years.

Since most mutual funds have a team of fund managers doing the actual research and selecting individual stocks or bonds that make up the mutual fund portfolio, most of the hard work will already be done for you.

Mutual funds are a great way for investors to gain exposure to many different stocks, bonds and other asset classes in a single, diversified portfolio that is run by a professional money manager.

The mutual fund manager, as well as a team of financial analysts, researches the area of investment and makes informed decisions about which stocks or bonds to buy or sell in order for the mutual fund to achieve the highest rate of return.

There is a manager of the fund who is buying and selling mostly stocks and bonds for the fund in an attempt to make you money.

Investors and fund managers search for yield, extend maturities, reach for lower credit quality and shift assets from short term floating rate money market funds to bonds, bond funds and similar investments.

The table below illustrates valuable information regarding the fund managers for all Muni National Bond Funds.

Even if a bond fund manager has discretion with their maturities, I might opt for GICs over a lot of bond funds these days because reasonably conservative, high - quality bonds might only be paying 3 % yields right now.

The median MER of a Canadian bond fund is about 1.5 %, and while that's lower than most equity funds, bonds offer fewer opportunities for active managers to add value.

If the fund managers buy or sell various bonds within the portfolio, their must be a sound financial reason for doing so.

Yet he is the only mutual fund manager ever to win the Morningstar Manager of the Year award for a stock fund and for a bonmanager ever to win the Morningstar Manager of the Year award for a stock fund and for a bonManager of the Year award for a stock fund and for a bond fund.

You can have a bond manager select what he or she feels is the right combination of core versus non-core investments for you — or you can choose to select non-core funds by yourself.

Templeton Global Bond Fund: This global bond fund was Morningstar Fixed Income Fund Manager of the Year for 2Bond Fund: This global bond fund was Morningstar Fixed Income Fund Manager of the Year for 2Fund: This global bond fund was Morningstar Fixed Income Fund Manager of the Year for 2bond fund was Morningstar Fixed Income Fund Manager of the Year for 2fund was Morningstar Fixed Income Fund Manager of the Year for 2Fund Manager of the Year for 2013.

«In our view this is probably a generational opportunity for high quality corporate bonds and provincials and federal agency bonds,» says Scott Lamont, head of fixed income at Phillips, Hager & North Investment Management Ltd., and manager of the firm's bond fund, a top - rated performer on the MoneySense Best Mutual Funds Honor Roll.

You never hold to maturity as this is handled for you - in many cases, the manager will be buying and selling bonds all the time in order to give you a stable fund that returns you a dividend.

For example, a bond fund's manager may be able to alter the fund's holdings to minimize the impact of rate changes.

@Jerry, I agree that today the main risk in bonds is duration risk (AKA interest - rate risk)-- last weekend's Barron's has an interview with the UBS Wealth Management top managers pointing out this means convincing investors to switch from Treasuries and investment - grade corporates to well - selected junk (HYLD is a jewel there — DO N'T go for index funds in bonds, very differently from ones in stocks they make no sense... where's the sense in wanting to lend more to companies which are more indebted?!

Michael is a Fixed - Income Portfolio Manager responsible for managing mortgage and government bond portfolios for Wellington Management's mutual fund, institutional, and government clients.

Neil G. Sutherland, CFA, is a Portfolio Manager for the Hartford Schroders Tax - Aware Bond Fund.

Michael F. Garrett, Senior Managing Director and Fixed - Income Portfolio Manager, is a portfolio manager for the Hartford U.S. Government Securities HLS Fund, the Hartford Quality Bond Fund, and the Hartford Quality BoManager, is a portfolio manager for the Hartford U.S. Government Securities HLS Fund, the Hartford Quality Bond Fund, and the Hartford Quality Bomanager for the Hartford U.S. Government Securities HLS Fund, the Hartford Quality Bond Fund, and the Hartford Quality Bond ETF.

Dr. Hasenstab is the head of global fixed income for Franklin Templeton and manager of both Templeton Global Bond Fund (TPINX) and Templeton Global Total Return Fund (TGTRX).

Joseph F. Marvan, CFA, Senior Managing Director and Fixed - Income Portfolio Manager, is the portfolio manager for the Hartford Total Return Bond Fund and the Hartford Inflation Plus Fund and is involved in portfolio management and securities analysis for the Hartford Strategic Income Fund, the Hartford Municipal Real Return Fund and The Hartford Total Return BoManager, is the portfolio manager for the Hartford Total Return Bond Fund and the Hartford Inflation Plus Fund and is involved in portfolio management and securities analysis for the Hartford Strategic Income Fund, the Hartford Municipal Real Return Fund and The Hartford Total Return Bomanager for the Hartford Total Return Bond Fund and the Hartford Inflation Plus Fund and is involved in portfolio management and securities analysis for the Hartford Strategic Income Fund, the Hartford Municipal Real Return Fund and The Hartford Total Return Bond ETF.

The fund's risk - averse managers, asset allocations, and hedging strategies position it as an alternative to traditional 80/20 % or 60/40 % bond / stock portfolios for conservative or Continue reading →

That estimate (not for Wal - Mart but for bonds in general in the current recession) was given to me about a week and a half ago by the head corporate bond fund manager of Vanguard.

The professional manager for the fund invests the money in different types of assets including stocks, bonds, commodities and even real estate.

James «Jim» Barrineau is a Portfolio Manager for the Hartford Schroders Emerging Markets Multi-Sector Bond Fund.

The length of the ladder can be managed, etc. - With an active (and competent) bond fund manager you are paying for their skill in buying and selling to manage interest rate risk and duration.

William H. Gross, the manager of the country's largest bond mutual fund, has a solution for that: He is offering to do it free.

If I were managing assets for a pension fund, I would assemble a stable of new - ish value managers, and that would be 70 % of my portfolio, with 30 % investment grade bonds.

Personally, I don't think Gundlach makes his money that way for his funds, but in case he does, how should a good bond manager view junk bonds?

Understand that the manager has greater scope to enhance the fund's yield than is typical for most bond funds.

This study investigates the unique aspects of closed - end bond funds using characteristics and performance data mostly from 1996 - 2006 for two samples: (1) 54 pairs of closed - end and open - end bond funds matched for manager, fund family and type of bond fund; and, (2) 332 closed - end bond funds.

We also continue to think that the low expenses and fully invested posture of Vanguard's bond - index funds creates a formidable hurdle for active bond managers to beat.

Bond fund managers may find themselves selling their portfolio's holdings to meet liquidation requests and in an extreme environment may be forced to accept lower - than - market valuation for the holdings.

As per research, most of the Debt Mutual Fund Managers of categories like Monthly Income Plan (MIP), Income Funds, Gilt Funds, Dynamic Bond Funds etc. who charge high Expense Ratio are not able to generate enough Alpha or extra return by active management to compensate for the higher expense ratio charged by the fFund Managers of categories like Monthly Income Plan (MIP), Income Funds, Gilt Funds, Dynamic Bond Funds etc. who charge high Expense Ratio are not able to generate enough Alpha or extra return by active management to compensate for the higher expense ratio charged by the fundfund.

If the fund's name includes the term, it means the fund's managers or sponsors feel they can enhance returns and / or reduce the risks of their funds by switching back and forth among stocks, bonds and cash equivalents, often using a so - called «black box,» a computer program that makes trading decisions based on a pre-selected set of rules for interpreting financial statistics.