Sentences with phrase «for equities and bonds»

Is it fair to say that, given the current extreme real yield, you expect equities to outperform bonds here, but you anticipate attenuated returns for both equities and bonds?

The 100 Rule is an even easier way to figure out what the best percentage breakdown for equities and bonds should be given your current age.

«Yes, it's quicker and stronger than it is for equities and bonds so there's actually a more robust fundamental value in exchange rates than there is for equities and bonds.»

At the very least, it offers protection against potential bear market downside for equities and bonds.

Slow growth environment for equities and bonds will continue into next year says John Mousseau, Director of Fixed Income at Cumberland Advisors.

«GEM (Local)» is when foreign investors trade permanently on their local stock exchange using currency - hedged ETFs for both equity and bond trades.

I think it's a very careless time for equity and bond investors from a longer term perspective whereas those of us who are Austrian have a bend for the idea of real money, sound money, and one of the things that looks pretty attractive in a Ponzi finance global macroeconomic backdrop would be precious metals I would say.

For equity and bond funds, it also raises the question of whether the fund should be actively or passively managed, and for an actively managed fund, specialists select securities according to various criteria Identify particularly promising companies and thus do better than the market.

«GEM (Local)» is when foreign investors trade permanently on their local stock exchange using currency - hedged ETFs for both equity and bond trades.

Not exact matches

For years, the generally accepted rule for working - age Canadians was to put 60 % nof assets in equities and 40 % in bonds, and then move the allocationnto bonds and away from equities the closer you got to retiremeFor years, the generally accepted rule for working - age Canadians was to put 60 % nof assets in equities and 40 % in bonds, and then move the allocationnto bonds and away from equities the closer you got to retiremefor working - age Canadians was to put 60 % nof assets in equities and 40 % in bonds, and then move the allocationnto bonds and away from equities the closer you got to retirement.

That is, we are taking positions that try to remove the direction of equity markets, and for the most part, the direction of bond markets from returns.

But longer term, rising rates will be bad for stocks; therefore, investors may want to evaluate their portfolios and move out of some equities and invest more in bonds, she said.

For, with long - term taxable bonds yielding 5 percent and long - term tax - exempt bonds 3 percent, a business operation that could utilize equity capital at 10 percent clearly was worth some premium to investors over the equity capital employed.

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.

Just for fun, I've included a numerical example here using 2011 year - to - date numbers for a money market fund, a bond ETF and three equity ETFs representing Canadian, U.S. and international stocks.

In other words, does UNCERTAINTY about forward movement in the administration's program start to affect the financial markets and the market's view of the potential for reforms that have been a significant force in both the equity and bond markets since the election?

For instance, under recent scrutiny are negotiable certificates of deposits (NCD), a kind of short - term bond, and niche products like perpetual notes, a long - term debt instrument that can be listed as equity rather than debt on balance sheets.

Passive ETFs run even cheaper: 0.47 percent for equity ETFs and 0.27 percent for bond ETFs.

Global uncertainty may not be a good thing for U.S. equities markets and exports, but it is driving investors toward U.S. bonds, according to Richard Clarida, global strategic advisor and managing director at Pimco.

Forget the 60/40 rule For years, the generally accepted rule for working - age Canadians was to put 60 % of assets in equities and 40 % of assets in bonds, and then move the allocation to bonds and away from equities the closer you got to retiremeFor years, the generally accepted rule for working - age Canadians was to put 60 % of assets in equities and 40 % of assets in bonds, and then move the allocation to bonds and away from equities the closer you got to retiremefor working - age Canadians was to put 60 % of assets in equities and 40 % of assets in bonds, and then move the allocation to bonds and away from equities the closer you got to retirement.

That's why Kaplan suggests that business owners looking for appreciation beyond the growing value of their companies speak to an investment advisor about assembling a portfolio composed of a combination of equities, real estate and hard assets and generating current income through bonds and dividend - paying stocks.

Tactical cash is extra cash you intentionally hold from time to time either because cash rates are so high that they're attractive, or because the prospects for bonds and equities are so negative that you'd rather withhold capital from those two asset classes for the time being.

Clockwise from left: Hannah Grove, Chief Marketing Officer; Karen Keenan, Chief Administrative Officer; Liz Roaldsen, EVP, responsible for leading the Beacon digital transformation initiative; Lynn Blake, Chief Investment Officer of Global Equity Beta Solutions; (on monitor from Dublin) Susan Dargan, Management and future development, offshore business and Alternative Investment Services; (on monitor from London) Maria Cantillon, EVP and Global Head of Alternative Asset Managers Solutions; Martine Bond, EVP for Trading and Clearing; Kim Newell, EVP and head of Global Markets Europe, Middle East and Africa, State Street; Brenda Lyons, Head of the Specialized Products Group; Kathy Horgan, Chief Human Resources and Citizenship Officer; and Lori Heinel, Deputy Global Chief Investment Officer.

To be sure, there would have been more drilling companies going belly up if it had not been for the generous credit offered by bond and equity markets, and large financial institutions.

Predictably, gold and bond prices are seeing advances as people try to flee to relative safety, but that could just mean equities are becoming a better value bet for those with greater intestinal fortitude.

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.

That will have massive implications for all capital markets, as bonds will bounce, the dollar rally will stall in its tracks and equities could get a second wind due to a less aggressive Fed.

Balanced funds, which usually invest in a mix of about 60 percent stock to 40 percent bonds, growth and income funds, or equity income funds that invest in well - established companies that pay high dividends, might be appropriate choices for a mid-term portfolio.

There is an ongoing debate about the current state of the junk bond market and what it means for equities and, more broadly, the economy.

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

yields will hit the highs on close end of the day... equity markets setting up to be slammed tomorrow maybe but today they have run over weak shorts in the face of rates... the federal reserve see's this and again will wonder if they are behind on hikes, strong data, major expansion in credit, lack of wage growth rising bond yields and ballooning debt... rates will go much higher and equities will have revelations as to what that means for valuations

We continue to favor equities over bonds, especially non-U.S. international exposure, given our broadly supportive outlook for the economy and earnings.

For these reasons, this article focuses on the causal uncertainty surrounding the October 2014 U.S. Treasury Bond Flash Crash, and in particular on the unresolved concern that «no clear link has been identified between the [start of the U.S. Treasury Bond Flash Crash at 9:33] and open of the U.S. equity market at 9:30 ET» [1].

A move up in the US 10 - year bond yield (2.965 % - 2.995 %) and mostly firmer global equities were a headwind for gold.

All markets will continue to focus on the volatility in the equity and bond markets, geopolitical events, developments with the Trump Administration, corporate earnings, oil prices, and will turn to this afternoon's FOMC Meeting Statement followed by reports tomorrow on UK PMI, Eurozone PPI, CPI, US Challenger Job Cuts, Productivity, Unit Labor Costs, Jobless Claims, Trade Balance, Markit Services PMI, ISM Services, Durable Goods and Factory Orders for near term direction.

There is no cure for it, but to control the symptoms, investors could consider preferred shares, that class of security that exists somewhere between bonds and equities.

«It's important for investors to remember the reasons they own bonds in the first place — namely for the potential for the preservation of capital, income and growth, relative steadiness and typically low to negative correlations with equities.

The emerging market slaughter will continue, especially for countries with weaker fundamentals; their equities, currency and local currency bonds and foreign currency bonds bearish slump has not yet reached the bottom.

All markets will continue to focus on the volatility in the equity and bond markets, geopolitical events, developments with the Trump Administration, corporate earnings, oil prices, and will turn to reports tomorrow on Japanese PMI, UK PMI, US Vehicle Sales, Markit Manufacturing PMI, Construction Spending and ISM Manufacturing for near term guidance.

iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.

To the extent any rise in bond yields is modest and gradual, these same developments would be positive for equity markets.

As a result, many investors who are looking for better returns have given up on bonds and piled into the equities market, since many are still soured on real estate as an investment vehicle.

One interesting note from this exercise is that for some reason, my equity structures notes are classified as U.S. Bonds not U.S. Equity and only my equity ETFs and single stock positions are classified as International Stocks and U.S. Sequity structures notes are classified as U.S. Bonds not U.S. Equity and only my equity ETFs and single stock positions are classified as International Stocks and U.S. SEquity and only my equity ETFs and single stock positions are classified as International Stocks and U.S. Sequity ETFs and single stock positions are classified as International Stocks and U.S. Stocks.

All markets will continue to focus on the volatility in the equity and bond markets, geopolitical events, developments with the Trump Administration, corporate earnings, oil prices, and will turn to reports tomorrow on Japan's Leading Index and Machine Tool Orders, German IFO, US Case - Shiller Home Price Index, New Home Sales, Richmond Fed and Consumer Confidence for near term guidance.

But for most investors, bonds offer a solid bulwark during times of tentative economic growth and volatile equity markets.

Horizons AlphaPro Enhanced Income Equity ETF (Ticker: HEX) There was a time when dividends and bond coupons could make for a good steady income.

Earlier this month in his outlook for September, the head of the world's largest bond shop employed the Lindy dance craze, former Citigroup CEO Chuck Prince, the Wimpy cartoon character and his «dying cult of equity» argument in a mash - up of prose to describe the «age of inflation that is upon us,» which he claims typically «provides a headwind, not a tailwind, to securities prices in both stocks and bonds.»

Fears that the current crop of earnings may be as good as it gets and that higher bond yields will sap demand for equities, all...

The apparent one - to - one relationship between Treasury yields and equity yields during that span (which is the entire basis for the «Fed Model») is anything but a «fair value» relationship between stocks and bonds.

After working on Wall Street for over two decades, Faber's assets consisted mainly of bonds, equities, and real estate.