Sentences with phrase «from equity market downturns»

This strategy is designed to enhance the defensive role the fixed income allocation plays within the total asset allocation of an institutional investor's portfolio and to further offset losses from equity market downturns.

Not exact matches

While there's no guarantee that REITs will continue to perform well during stock - market downturns, it's undeniable that influxes from equity - shy investors should help sustain interest in them.

The rationale is that by starting out with a more conservative mix better protects your portfolio from being decimated by big stock market downturns or subpar returns early in retirement a rising equity glide path reduces the risk that you'll run through your savings too soon.

Humberto believes that if an investor can not ride out the downturns in the market he will fail to benefit from investing in equities.

Or, to put it another way, it would be a huge mistake to stay 100 % in stocks on the theory that «you can handle it» only to find that the reality of owning an all - equity portfolio during a market meltdown like the 50 % - plus downturn from late 2007 to early 2009 is more financially and emotionally unsettling than it seemed when stock prices were at or near a peak.

Your LTV (or debt to equity) ratio on the property stays in tact because the equity from your real property is NOT being used to fund the loan, thereby preserving flexibility if the downturn in the market occurs and the property would need to be sold.

The borrower must have sufficient equity (generally at least 25 %) in the property which ensures the borrower is committed to the property / project and protects the lenders from some downside risk if something with the project goes wrong or the overall market takes a downturn.