Sentences with phrase «general fixed income»

At BAML, Mr. Rosenberg and his team were consistently top ranked by Institutional Investor for high grade, high yield, and general fixed income strategy.

Not exact matches

The general idea behind this fix is that employers would reduce salaries to offset their payroll tax payments, but workers would not have to pay state income taxes.
Fixed - income investors should be realistic in expecting this to be a year of relatively low returns across asset classes in general — a year in which small ball becomes much more important than swinging for the fences.
In addition to junk funds, the ETF market in general has been flocking to fixed income.
In general, the bond market is volatile, and fixed - income securities carry interest rate risk.
The current yield on all fixed income securities — and specifically the general yield of the junk market — does not in any way price in liquidity risk (aka a «liquidity premium»).
Before joining Alston & Bird, Blake was general counsel for a manager and distributor of alternative investment products, including an externally managed, public, non-traded business development company, and a senior lawyer for a manager of hedge funds and separately managed accounts employing relative value and macro fixed income and equity strategies.
Founded in 2006 and based in Chicago, Legal & General Investment Management America specializes in three main strategies: active fixed income, liability driven investment and index strategies.
David Zahn, head of European Fixed Income, Franklin Templeton Fixed Income Group, thinks it will act, but suspects that — just as after the meeting in December — the market in general may be over-expecting and may find itself disappointed by the outcome.
In general, term life insurance is primarily used to replace your income and cover financial obligations that have a fixed length of time associated with them, such as a mortgage, student loans, or replacing your income while you're earning money.
But I think in regard to the general structure of the traditional fixed income markets, there is no denying we are at relatively rich levels so we proceed with some caution.
But I think the general structure of the traditional fixed income markets, there is no denying we are at relatively rich levels so we proceed with some caution.
In general, the price of a fixed income security falls when interest rates rise.
Ben Bennett, head of Credit Strategy — Active Fixed Income at Legal & General Investment Management discusses the impact of central banks adding corporate bonds to the monetary menu.
As a general rule, I don't buy individual corporate bonds (I only buy GoC, Provincial and GICs for fixed income), but I always take a look to see what is happening and I was a bit confused as to why the BCE bonds have been beaten up so badly.
But if you think about it this way, I think we had talked about equities as a general proportional recommendation of, say, 40 % of your equity being invested in non-U.S. equity markets, 30 % of your non-U.S. bonds being invested in fixed income hedged, okay.
The Master Fund may invest, including for defensive purposes, directly and indirectly, some or all of its assets in high quality fixed - income securities, money market instruments and money market mutual funds, or hold cash or cash equivalents in such amounts as the Advisor or general partner, manager or equivalent of the underlying Investment Fund (the «Investment Fund manager (s)») deem appropriate under the circumstances.
In general, term life insurance is primarily used to replace your income and cover financial obligations that have a fixed length of time associated with them, such as a mortgage, student loans, or replacing your income while you're earning money.
The general principle I try to follow is to «take risk on the equity side» rather than with fixed income.
Due to the limitation of other indexes, which were excluded from this illustration due to their shorter time periods, the allocation represented may be more general than an actual recommended allocation (for example, it may exclude particular styles and subsets within equity and fixed income).
Rule of thumb: Spend a fixed percentage of your income on housing The general recommendation is to spend about 30 % of your gross monthly income (before taxes)...
For example, there are numerous factors related to the equities, fixed income, or commodities markets in general that can not be, and have not been, accounted for in the preparation of the Index information set forth, all of which can affect actual performance.
The objective of these studies was to determine what is optimal from a tax location standpoint, and uniformly they reached the general conclusion to put equity assets subject to long - term capital gains into taxable accounts and bond or fixed income assets into tax - advantaged accounts.
In general, underlying portfolio performance was weak during the most recent quarter due to a sell - off in many of the fixed income markets, according to Blue Prairie Group's (BPG) Stable Value Database Executive Summary.
In general, your portfolio should tend towards equity investments in the early years and then gravitate more towards fixed income investments as you near retirement.
Randall is also Managing Director and Portfolio Manager, Canadian Public Fixed Income for Sun Life Assurance Company of Canada, responsible for managing portfolios of Canadian fixed income investments for the company's General AccFixed Income for Sun Life Assurance Company of Canada, responsible for managing portfolios of Canadian fixed income investments for the company's General AcIncome for Sun Life Assurance Company of Canada, responsible for managing portfolios of Canadian fixed income investments for the company's General Accfixed income investments for the company's General Acincome investments for the company's General Account.
A more general rule for many has been for a 60 - 40 split between stocks and fixed income as a solid retirement savings strategy.
(If you're moderately conservative, my general advice it to limit non-core holdings to 10 % to 20 % of your fixed income.)
U.S. bonds are represented by the Bloomberg Barclays U.S. Aggregate Bond Index, which is an unmanaged index used as a general measure of fixed - income securities.
In general, fixed income securities with longer maturities are more sensitive to changes in interest rates.
In general, fixed Income ETFs carry risks similar to those of bonds, including interest rate risk (as interest rates rise bond prices usually fall, and vice versa), issuer or counterparty default risk, issuer credit risk, inflation risk and call risk.
If you have any questions about bonds in general, or how to get started investing in them, please call us at 1-866-420-0007 to talk with an E * TRADE Fixed Income Specialist, or visit E * TRADE's Fixed Income Solutions Center (logon required).
A change in general interest rates is one of the biggest factors affecting fixed - income securities.
By providing this general information, the Securities Industry and Financial Markets Association makes neither a recommendation as to the appropriateness of investing in fixed - income securities nor is it providing any specific investment advice for any particular investor.
Fixed - income: Regardless of country or supra - national market, the fixed - income fund should have holdings throughout the entire length of the yield curve (most available maturities), as well as being a mix of government, municipal (general obligation), corporate and high - yield bFixed - income: Regardless of country or supra - national market, the fixed - income fund should have holdings throughout the entire length of the yield curve (most available maturities), as well as being a mix of government, municipal (general obligation), corporate and high - yield bfixed - income fund should have holdings throughout the entire length of the yield curve (most available maturities), as well as being a mix of government, municipal (general obligation), corporate and high - yield bonds.
We have a $ 338 billion general account, which makes us one of the largest fixed - income investors in the world.
Part II has chapters dedicated to asset allocation in general, equities, fixed income, alternative investments, and liabilties and asset allocation.
In general, although volatility can change on any asset (i.e., TLT is a good example), fixed income assets are less risky than higher - yielding income; large cap dividend stocks are not as risky / volatile as large cap growth or small caps, which are not as risky as foreign and emerging equity and so forth.
As with all fixed - income securities, if interest rates in general rise after a bond is issued, the value of the issued security will fall, since bonds paying higher rates will come into the market.
A general downturn in the securities market may cause multiple asset classes to decline in value simultaneously, although equity securities generally have greater price volatility than fixed income securities.
The balance depends on your age and risk tolerance, but as a general rule I suggest subtracting 10 from your age and that should be your fixed income portion.
Nonetheless, the general conclusions found with the 55 - year - old baseline case — that the use of DIAs as a fixed - income substitute reduce the median cost and risk of a retirement portfolio up to about a 70 percent equity allocation — are also seen with the other cases as well.
In general, the fund's allocation to equity securities will decrease and its allocation to fixed income securities will increase as the fund approaches its target retirement date.
For Denver residents who meet financial requirements, PetAid Animal Hospital (191 Yuma St, Denver, 80223) offers affordable, high - quality spay / neuter procedures to the general public at reduced rates to qualified low or fixed income pet owners.
In the world of fee remission (see 157 NLJ 7291, p 1382), there are some helpful changes — the extension of the definition of a child to a young person in respect of whom child benefit is paid and increases in gross income limits and fixed allowances for children and partners and general living expenses for means assessment purposes.
A fine that is large enough to deter the general public from committing an offence may totally bankrupt an individual on a fixed income.
However, on the second issue, the Court departed from the long established general contractual principle that the victim of an wrongful early termination of a fixed term must still use reasonable efforts to look for comparable employment (aka «mitigating damages») to minimize the loss of income and that any re-employment earnings during the balance of the term would reduce the employer's severance liability.
In general, term life insurance is primarily used to replace your income and cover financial obligations that have a fixed length of time associated with them.
Tags for this Online Resume: General Ledger, Management, Accounts Payable, Corporate Accounts, Equities, Fixed Income, Front Office, Prime, SAP, Reconciliations
New Times, INC. (City, ST) 1992 — 1995 Controller • Oversee corporate accounting activities while directing staff of (6) six direct and (12) indirect employees • Manage and prepare financial statements, accounts payable / receivable, fixed asset depreciation and amortization, GAAP related accounting for full general ledger, and all financial reconciliations • Ensure legal compliance and due diligence in the acquisition of corporations and real estate • Direct the implementation of information technology (IT) and data processing systems • Perform income statement trend analysis, monthly balance sheet, and P & L Statements with EBIT • Administer corporate employee health insurance, general insurance, and 401 (K) plan
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