Sentences with phrase «high equity bond»

You are holding what is euphemistically called a «high equity bond,» but is more colloquially (and realistically) called a «junk bond.»

Not exact matches

Fill the bulk of your portfolio with a combination of high - rated bonds (weighted toward corporate, rather than government, debt) and high - quality, dividend - paying equities, and you likely won't take a hit.

His specialties, he says, include «financial reporting, board reports, mutual fund expenses, short - term investment vehicles, fund fact sheets, mutual fund daily reconciliations, closed - end funds, UCITS, fixed income, high - yield bonds, convertible bonds, [and] equities.»

On Wednesday, bond yields in both the U.S. and Germany reached highs on the year, which likely helped trigger a selloff in equity markets Thursday.

As a result, risky asset classes such as equities and commodities will be assigned much higher reserve requirements than bonds, which is why some insurance industry players are already dumping equities to hold a greater proportion of bonds.

The office would also police debt markets and oversee institutional traders, high - frequency traders, new bond and equity issues and disclosure relationships between investment advisers and their clients.

If the same person instead invested a little less each year (6 % of his income) in a portfolio weighted 80 % to higher - returning equities and 20 % to bonds, he would only have $ 469,000 at retirement.

Hedge fund manager Bill Miller warned clients that a rush out of bonds is about to drive equities even higher.

Lewis, fund's chief investment officer, spent nine years at Citigroup as a director of the bank's global special situations group, a $ 5 billion prop - trading group that specialized in distressed debt, high - yield bonds, and value equity.

A negative outcome in the stress tests could send equities lower and Greek bond yields higher.

With equity valuations at historic highs and government bonds barely eking out a return, junk bonds offer solid yields at a good price, he reasons.

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.

In Asia, stocks closed mostly higher but Chinese bonds and equities stumbled after the government announced new steps on banking oversight in an «arduous» fight on financial risks, Reuters reported.

«The market is fragmented and inefficient, and traditional indexes are poorly designed,» he said, but he added that higher - fee active bond funds run into the same problem as active equity funds.

Concern remained over higher bond yields after the yield on the U.S. 10 - year Treasury breached 3 percent level on Tuesday, making equities relatively less attractive.

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.

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

The market's price action since late January hasn't been inspiring, and with bond yields up, commodity prices higher and sharp price moves among equities, it might be time to break out the bear suit.

There is no share holder buyer of last resort, and so equity buyers can demand a higher return than bond holders.

A high quality muni - bond portfolio can yield close to 4 % tax free, with inflation essentially not existent and equities at an all time high I'm curious if there is a flaw in my logic?

Moderate Growth and Income Four Asset Group model portfolio without private capital: 3 % Bloomberg Barclays 1 — 3 Month Treasury Bill Index, 11 % Bloomberg Barclays U.S. Aggregate Bond Index (5 — 7Y), 6 % Bloomberg Barclays U.S. Aggregate Bond Index (10 + Y), 6 % Bloomberg Barclays U.S. Corporate High Yield Bond Index, 3 % JPM GBI Global ex. - U.S. Index, 5 % JPM EMBI Global Index, 20 % S&P 500 Index, 8 % Russell Midcap ® Index, 6 % Russell 2000 ® Index, 5 % MSCI EAFE Index (USD), 5 % MSCI EM Index (USD), 5 % FTSE EPRA / NAREIT Developed Index, 2 % Bloomberg Commodity Index, 3 % HFRI Relative Value Index, 6 % HFRI Macro Index, 4 % HFRI Event - Driven Index, 2 % HFRI Equity Hedge Index.

In other words, equity dividends are higher by a third of a percentage points than quality bond yields, and that's before the dividend tax credit and before any capital gains.

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.

The era of cheap or zero - interest money that led to a wall of liquidity chasing high yields and assets — equities, bonds, currencies, and commodities — in emerging markets is drawing to a close.

Even with low interest rates, bonds and preferred shares also protect the portfolio during periods of higher equity volatility.

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...

As an experienced partner of institutional investors and financial service providers, oekom research identifies those equity and bond issuers whose businesses exercise a high level of responsibility towards society and the environment.

We invest in countries around the world at all levels of the capital structure — from debt (first lien bank debt, second lien loans and high yield bonds) to undervalued equity.

Finally, modestly higher bond yields support our view that the rotation into value and momentum shares away from low - volatility equities likely isn't over.

It's true that bond indexes have higher turnover than equity market indexes.

Moreover, a sustained move toward higher inflation is a risk to most investors and investment strategies, given that rising inflation has historically been a drag on equity and bond returns, making diversification beyond mainstream asset classes more critical.

That's not the case with US equities and bonds, which are approaching record - high valuations.

As bond yields surged on Friday, high - yielding segments of the equity market such as utilities and REITs came under the most pressure, which shows that it won't take much of a rise in yields to derail their rally.

For the following F - series funds, these dates were: Corporate Advantage Fund (September 11, 2015), High Yield Bond Fund (hedged and unhedged)(September 11, 2015), Canadian Dividend Fund (September 11, 2015), US Equity Fund (May 25, 2016), US Dividend Fund (September 26, 2016), US Small / Mid-Cap Equity Fund (October 31, 2016), International Equity Plus Fund (May 25, 2016), Income Advantage Fund (September 11, 2015), and Balanced Fund (August 25, 2015).

With the market still at all time highs and once a real correction occurs, we plan on ratcheting up the Equity allocation and minimize the Bonds to 10 %.

U.S. sovereign bond prices were higher Tuesday, after being closed Monday for the July 4 holiday, resuming a strong «safe - haven» bid as global equities fell lower.

The average investment - grade (high - yield) bond trades on less than 32 % (36 %) of days over the prior six months — liquidity in corporate bonds was considerably lower than in traditional listed equity markets.

While higher weightings toward equities didn't make much sense for retirement in the past, it now makes more sense than what used to be conservative, such as a higher bond allocation.

And if you can buy some business that earns high returns on equity and has even got mild growth prospects, you know, at much lower multiple earnings, you are going to do better than buying ten - year bonds at 2.30 or 30 - year bonds at three, or something of the sort.»

High yield bonds rank low enough in seniority that they behave a lot like equity.

The SNB's «profit was lifted by a trio of positive forces: Low bond yields preserved the value of its foreign bonds; higher equity prices raised the value of SNB holdings... and the weaker Swiss currency made those foreign assets worth more in franc terms.»

We would find it boring and normal in relation to startup equity or high - yield bonds.

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In terms of equities, the S&P 500 had its best month in four years in October, while booming corporate bond sales continued to meet high demand, appearing to reflect confidence in the strength of the US corporate sector as well as the persistence of low market interest rates.

Speaking from Sao Paolo, Brazil, Faber said that the S&P 500 Index won't surpass the 2011 high of 1,370 this year, and that investors are «better off in equities than bonds».

Everything went up in February, government bonds, credit, high yield, equities, gold, oil — all rose.

He also noted that it is a very poor time to buy corporate bonds (high yield bond index yield 4.93 %) and Gundlach sees a negative return for the S&P in 2018 as the rates rout eventually gives the equity market the yips.

Furthermore, with US equity markets reaching new highs and the interest - rate environment looking negative for bonds, we believe investors will seek out product offerings from alternative managers that can offer access to alpha2 across alternative asset classes.

In a difficult year for emerging markets securities, DBS raised $ 4.2 billion in 48 bonds, a higher value than any other bank in Singapore, and raised another $ 1.3 billion in 14 equity deals last year.

It also can be used to compare the whole market against bond yields... In most cases the earnings yield of equities are much higher then in risk free treasury bonds Earnings yield is basically the amount of earnings you buy for every dollars worth of...