Sentences with phrase «global equity performance»

At these new softer levels for the loonie, there's a renewed concern that a reversal in the Canadian dollar could sap the life out of global equity performance expressed in local currency terms.

The MSCI World ex USA Index is a free float - adjusted market capitalization index that is designed to measure global equity performance.

Quite the juxtaposition in global equity performance, but understandable when one considers the prior period global spillover of Fed QE into the global asset markets all in the search for higher rates of return in a period that had become an ice age for nominal US interest rates.

Not exact matches

«The absence of adequate market access for crude oil out of Canada has repeatedly impeded equity valuations and is once again driving a wedge between the performance of Canadian investments and global alternatives,» it said.

The MSCI Emerging Markets Index is a free float - adjusted market capitalization index that is designed to measure equity market performance in the global emerging markets.

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.

A number of factors — such as rising US interest rates, the recurrence of big fluctuations in global currencies, and the widening dispersion of equity returns across sectors and regions — may have helped to create an increasingly conducive environment for hedge - fund strategies, which have seen a positive turnaround in performance in recent quarters.

In Japan, the global economic expansion has fed through to a better equity market performance in 2017.

Cambridge Associates and the Global Impact Investing Network have collaborated to launch the Impact Investing Benchmark, the first comprehensive analysis of the financial performance of market rate private equity and venture capital impact investing funds.

Restore target allocations across global equity markets: The strong performance of the S&P 500 Index has attracted cash into large - cap stocks in recent months, but we recommend allocating into small - and mid-cap U.S. equities, and into international markets, if current allocations are below their long - term targets.

For example, the performance of U.S. equities, global discretionary and materials stocks, Japanese government bonds and copper all line up with the market being within a 12 - month peak.

While both the Oakmark International and International Small Cap Funds had acceptable investment performance in the fourth quarter of 2011, the full year was not good for global equities or for our two Funds, as natural disasters (first in Japan, later in Thailand) and Europe's sovereign debt crisis took their toll.

For Putnam Europe Equity Fund, Global Equity Fund, Growth Opportunities Fund, International Equity Fund, International Growth Fund, Investors Fund, Research Fund, and Sustainable Leaders Fund, recent performance may have benefited from one or more legal settlements.

Despite the strong past performance of global equities, we believe there is still value in global equity markets.

It is designed to measure equity market performance in global developed and emerging markets.

One may argue performance leadership of Canadian versus global equities runs in cycles, which is a valid point.

MSCI Emerging Markets — The MSCI Emerging Markets Index is a free float - adjusted market capitalization weighted index that is designed to measure equity market performance in the global emerging markets.

The Future Despite the strong past performance of global equities, I believe there is still value in global equity markets.

The State Street Global Equity ex-U.S. Index Fund (the «Fund») seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of a broad - based index of world (ex-U.S.) equity markets over the longEquity ex-U.S. Index Fund (the «Fund») seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of a broad - based index of world (ex-U.S.) equity markets over the longequity markets over the long term.

We expect the global economy to achieve good long - term performance, and therefore we expect equities to continue delivering higher long - term returns than most other asset categories.

The broad rally in global equity markets this year was based on an increasingly synchronized recovery in most economies, with many reaching full - employment performance.

In a phone interview with the folks at Bloomberg, he explained that many investors have been surprised by the significant under - performance of emerging market equities in the global «risk - on» rally.

Instead, my equity investment goal is simply to reproduce the performance of the global equity market, weighted by market capitalization.

The MSCI World Index is a broad global equity benchmark that represents large and mid-cap equity performance across 23 developed markets countries.

Here is a resulting chart with related statistics of the cumulative RealAlpha ™ for the MFS Global Equity (to learn more about this and other performance measures, please visit our FAQ):

The MSCI World Growth Index is a free float - adjusted market capitalization - weighted index that is designed to measure the performance of growth - oriented equity securities of global developed markets.

May's edition looks at — amongst other things — strong performance from global equities (even stronger from EM), the Russia stand - off, good data from the US, the negative spiral in China's real estate market and European monetary policy.

However, recently there was a change at the helm with Charles Plowden taking over in 2015 in an attempt to improve performance and a focus on long - term global equity growth.

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

Whereas managed futures and global macro strategies take advantage of diverging prices at a macro level (U.S equities vs. Japanese equities, or Australian dollar vs. the Euro), market neutral funds take advantage of differences in individual stock price performance.

RBC Strategic Global Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality global dividend - paying equity securities that will provide regular income and that have the potential for long - term capital gGlobal Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality global dividend - paying equity securities that will provide regular income and that have the potential for long - term capital gglobal dividend - paying equity securities that will provide regular income and that have the potential for long - term capital growth.

San Mateo, CA, February 3, 2010 — For the second consecutive year, Franklin Templeton Investments ranked # 1 out of 48 fund families for its funds» 10 - year performance in Barron's annual review of U.S. - registered mutual fund families.1 Barron's rankings are based on asset - weighted returns in five categories — U.S. equity funds; world equity funds (including international and global portfolios); mixed equity funds (which invest in stocks, bonds and other securities); taxable bond funds and tax - exempt funds — as calculated by Lipper.

This global equity index was created to reflect the performance of large - and mid-cap securities in 21 developed markets in Europe, Australasia, and the Far East (EAFE).

While full details have not been published yet, the preliminary prospectus explains the fund will track «the performance of a broad global equity index that focuses on developed and emerging markets, excluding Canada.»

However, investment performance was weak in the second quarter, with domestic equities returning 0 %, international equities rising 1 % and global bonds declining by 2 %.

Strong performance was not confined to the U.S. as most of the major global equity markets posted double - digit returns as well.

The Russell Global is an unmanaged index that measures the performance of the global equity market based on all investable equity securities, excluding companies assigned to the United SGlobal is an unmanaged index that measures the performance of the global equity market based on all investable equity securities, excluding companies assigned to the United Sglobal equity market based on all investable equity securities, excluding companies assigned to the United States.

The Evidence To explore the potential for systematic global macro investing, we empirically investigate the performance of carry, momentum, and value factors across equity, bond, currency, and commodity markets.

Momentum, for example, was the top - performing factor in 2007 when equity markets were strong, but it was the worst performer in 2008 when the global financial crisis hit.3 These swings in performance can be unsettling to many investors, causing them to sell and potentially miss out on rebounding performance.

Why do you update the performance of only the Environmental, Social, and Governance and Global Equities Momentum models on your website?

With bonds being in a bull market over the past 35 years, does the use of aggregate bonds with Global Equities Momentum (GEM) overstate future expected performance?

With U.S. stocks having their best year since 2013, the strong performance was also seen in most of the major global equity markets — A rare tailwind that continues into 2018 is «synchronized global growth».

Performance for Class A units of Renaissance Global Science and Technology Fund and the number of mutual funds in the Fund's Global Equity category for the period ended December 31, 2017 is as follows: 31.1 %, 1525 funds (1 year), 18.3 %, 1034 funds (3 years), 21.1 %, 748 funds (5 years), 11.9 %, 363 funds (10 years) and 7.1 %, n / a (since inception October 28, 1996).

For Putnam Europe Equity Fund, Global Equity Fund, Growth Opportunities Fund, International Equity Fund, International Growth Fund, Investors Fund, Research Fund, and Sustainable Future Fund, recent performance may have benefited from one or more legal settlements.

ETFs are now a global product category tracking the performance of broad - based equity indexes, sector specific equity indexes and are used to invest in other asset classes such as fixed income, currencies and commodities.

Huemmer noted a combination of factors driving the shift, including strong emerging - market performance, positive expectations for global growth, compelling valuations of international equities, and more accommodative monetary policy overseas.

ETFs are now a global product tracking the performance of broad - based equity indices, sector specific indexes and other asset classes such as fixed income, metals and commodities.

The MSCI ACWI Small Cap Index is a free float - adjusted market capitalization index that is designed to measure global small cap equity performance.

September's poor performance in a variety of global equity and commodity markets led to DBC and VNQ trading below their long - term moving averages for much of the month.

Therefore it smooths out the negative performance of global equity portfolios.