Sentences with phrase «foreign equity exposure»

The U.S. and foreign equity exposure is not currency hedged but foreign fixed income is hedged back into the Canadian dollar.

Don't Fear the Unknown — By this he means have some foreign equity exposure and biotechnology investments.

The foreign equity exposure in the ETF portfolio comes from Vanguard's VXC, which tracks US and international markets, including large, mid and small - cap companies.

It is more likely that they will take assets from their Canadian equity managers and increase their foreign equity exposure with their existing international managers.

The Dodge & Cox International Stock Fund (DODFX) is a low - cost, actively managed fund that seeks to provide investors with foreign equity exposure.

It emphasizes foreign equity exposure, observing that, at 57 per cent domestic exposure, Canadians are behind only Australians in having the worst level of home country bias in their portfolios — despite the fact Canada makes up only about 3.5 per cent of global stock market capitalization.

In a large RRSP, therefore, it may be significantly more cost - effective to hold US - listed ETFs for your foreign equity exposure.

This implies an explicit foreign equity exposure of 20 % of the total portfolio and about 28.6 % of its equity portion (20 % in a portfolio with 70 % of «assets that promise equity - like returns»).

Not exact matches

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

And as they do, U.S. investors should preferably gain that exposure via instruments that seek to hedge the foreign currency impact, as dollar strength means equity gains in local currency terms will be muted when translated back into U.S. dollars.

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

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.

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.

An ETF product based on the DR indexes would enable China - based investors to gain exposure to foreign - traded equities and to trade them in renminbi on the Shanghai exchange, Roath says.

Several factors to consider when implementing a personalized approach are the overall equity exposures between the U.S. and foreign markets, hedging and alternative investments.

«This was particularly evident with the foreign interest in Japanese equities, but eschewing yen exposure.»

For example, the real estate sector has returned on average 6 percent for every one percent of GDP growth but has very little foreign revenue exposure, so may be a strong sector to overweight for both diversification to international equity exposure and for upside potential with U.S. economic growth.

At the same time, even a domestic equity portfolio has an implicit exposure to foreign markets.

Although the DRS is now offered upon other asset classes like small cap equity, foreign developed, and emerging markets, the flagship offering has always utilized U.S. large cap ETFs for its equity exposure.

If you add foreign bonds, it will add to volatility and I would then reduce the exposure to equities.

Beyond this, you must also consider their sector representation (some of the Canadian equity ETFs, for instance, have large financial sector exposure) as well as whether a CAD currency hedge (aimed at removing their foreign currency risk) is something for you or not.

Hedging foreign exchange risk resulting from global equity exposure is entirely reasonable when foreign currencies appear expensive and likely to take a nosedive versus the Canadian dollar.

While global equities are historically more volatile for U.S. dollar investors than in local currency terms, the Canadian dollar's procyclical nature has provided an almost natural hedge that would have faded if foreign currency exposure had been hedged (see the chart below).

Many investors have asked me about this since the 2013 budget spelled doom for the so - called «Advantaged» ETFs from iShares, which also promised tax - efficient exposure to bonds and foreign equities.

It is interesting to note that the CPPIB does not hedge the foreign currency exposure in its equity portfolio.

Since the benefits of hedging are debatable but the costs are certain, it may be best to stick with direct exposure to foreign equity markets.

During June - July, our equity exposure moved down from 65 % -70 % stock (e.g., growth, value, large, small, foreign, etc.), down to 50 % (mostly large - cap domestic).

Up to this point, we've already upped our foreign exposure from 10 % to 15 % within our asset allocation, so far staying within the confines of equity investing, which we're most familiar with.

When selecting equity funds, considers U.S. and foreign investment exposure, market capitalization ranges and investment style (growth vs. value) along with other factors.

That said, our picks include both ETFs that provide both direct unhedged exposure to foreign equities, as well as some that hedge back into the Canadian dollar (but all still trading on the TSX).

A 60 to 80 % foreign stock exposure for the equity allocation is not unrealistic.

In any case, Canadian investors owning currency unhedged foreign equities will already have plenty of foreign currency exposure.

If the Canadian dollar strengthens, investment returns for Canadian investors who own foreign equities will fall, which might make the investors wish they had hedged their currency exposure.

Registered plan sponsors have been limited in their asset swaps under the FPR due to their use of their foreign content exposure for their equity portfolios.

For the period ended May 31, 2011, the effect of warrants with equity risk exposure held of $ (125,221,529), $ 304,186, and $ (205,075) for the Fairholme Fund, the Income Fund, and the Allocation Fund, respectively, is included with Net Change in Unrealized Appreciation / Depreciation on Investments and Foreign Currency Related Transactions on the Statements of Operations.

The strategy will invest in foreign securities by purchasing equity securities directly or through instruments that provide exposure to foreign companies.

The CPP Investment Board sees «no compelling reason to hedge equity - related currency exposure,» largely because «hedging would unduly tie Fund returns to the price of oil and other commodities as they drive the foreign exchange value of the Canadian dollar.»

If past performance is any indication and if investment performance is the only consideration, it appears that investors will likely be better off obtaining direct exposure to foreign equities without hedging away currency exposure.

Although foreign equities can be part of a diversification strategy, keep in mind that nearly half of the earnings of large U.S. companies comes from overseas, so you may already have exposure to foreign markets.4

This position implies that the fund held equities with a significant exposure to the domestic and foreign healthcare sector.

Given the exposure which REITs offer foreign investors to U.S. markets, the change is expected to draw additional global investments, especially from pension funds, sovereign wealth funds, and other institutional and equity investors.

For the foreign investor that may already have U.S. property exposure, CMBS provides current income to off - set their «J - Curve» equity investments.