Sentences with phrase «higher allocation in»

So, companies with more debt have a higher allocation in a corporate bond index.

To date, the only real alternatives for ordinary Canadians involved either «sucking it up» and doing nothing or moving toward a higher allocation in individual securities, exchange traded funds (ETFs) and / or index funds.»

Otherwise a participant may make an unwise decision to have a too high allocation in stocks or fixed income investments depending on his or her investment time horizon.

DSP seems to be performing exceptional in last 5 - 7 years and having high allocation in small caps.

Equity diversified funds usually have the highest allocation in banking and financial services anyway, but the banking exposure is largely limited to large banks.

The UBS - Campden Research report attributes that attractive gain to relatively lower allocations in real estate in favor of higher allocations in equities and private equity.

Not exact matches

Reuters» monthly asset allocation poll of 50 wealth managers and chief investment officers in Europe, the United States, Britain and Japan showed growing caution about equities even as world stock markets surged to fresh highs in January after repeatedly smashing records in 2017.

Moreover, programs designed to prevent moving may reduce beneficial mobility — leading residents to favor staying in place even when a move might increase their wellbeing or might be a better outcome for affordability in the city overall (if those moves then pave the way for higher - density development or better use / allocation of the existing stock).

This results in «buying low and selling high» to a greater extent than the rule of rebalancing back to a fixed asset allocation.

While higher rates may cause investors to reconsider their bond allocations, they may provide relatively stable income and act as a diversifier in times of market stress.

LONG - TERM OUTLOOK: «High levels of policy uncertainty and regional divergences will cause higher dispersion across and within asset classes, in our opinion, which increases the attractiveness of active management in both asset allocation and at the security - selection level.»

High levels of policy uncertainty and regional divergences will cause higher dispersion across and within asset classes, in our opinion, which increases the attractiveness of active management in both asset allocation and at the security - selection level.

Only a little more than half of your «40» should be in fixed income, with that allocation roughly equally divided between high - grade, high - yield and international bonds.

If you can't stomach the risk of the higher potential losses in stocks, lower the amount you have in stocks and increase your allocation to bonds.

The faith in the effectiveness of interest rate cuts has driven the percentage of bearish investment advisors to a dangerously low 25.5 %, while the average equity allocation of Wall Street strategists is now above 70 %, the highest level in this market cycle and quite probably a record.

On the other hand, if you'll need the money in just a few years — or if the prospect of losing money makes you too nervous — consider a higher allocation to generally less volatile investments such as bonds and short - term investments.

These behavioral finance influences can skew a portfolio's overall allocations toward an overemphasis of potentially higher - yielding equities that in some instances may represent more downside risk than upside potential at current valuation levels.

Collins has adopted a more defensive position in the last 18 months, reducing duration and credit risk by scaling back overweight positions in high - yield and municipal bonds, but he's sticking with allocations to intermediate term funds.

We have found that the proper asset allocation can ease anxiety during economic downturns and in environments characterized by unusually high uncertainty.

Our asset allocation is about 48 % domestic stocks; 15 % international stocks; 20 % bonds; 12 % real estate and 5 % cash, and in general our risk tolerance is high with combined annual income of about $ 350k / yr.

The complaint notes that before the investment committee changed the Intel TDP allocations in 2011, the fees for the Intel TDPs ranged from 65 basis points to 71 basis points — already higher than index - based target - date funds such as those offered by Fidelity.

Strong markets correspond to time periods of the equity market when National Bureau of Economic Research and Fidelity Investments» Asset Allocation Research Team place a high probability on the economy being in either early or mid-cycle.

In her role there, she specialized in asset allocation and performance analysis for high net worth clientIn her role there, she specialized in asset allocation and performance analysis for high net worth clientin asset allocation and performance analysis for high net worth clients.

Considering the high correlation between green bonds and core fixed income, investors have the possibility to reallocate part of their core fixed income allocation to green bonds in order to increase diversification and «green» their portfolio with a minimal impact on the risk / return profile of their portfolio.

Sometimes a larger allocation to precious metals is recommended — either because precious metals are highly undervalued against other assets or there's a high financial risk (e.g. excess leverage in the markets).

The demand for data requires wide channel allocations which is available in high frequency bands where the cost of infrastructure is high.

Wealth managers suggested reducing investment in government securities significantly, to 42.8 percent in November from 48.2 percent, while upgrading investment grade and high - yield allocations as they look for better returns.

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.

While we have strengthened our balance sheet, prioritized efficient capital allocation and taken a disciplined approach to costs, we have continued to invest in a broad set of institutionally focused businesses that have a track record of providing higher returns than many other businesses within financial services.

Latin America Equity Fund allocations to Brazil and Mexico, which hit their highest level since mid-3Q13 and lowest since 4Q13, respectively, coming in March, rolled over during the final month of the first quarter with the latter seeing a small gain in its average weighting.

Equal - weight and volatility - weighted allocations are two common factor allocation frameworks Risk - return ratios are not higher with volatility - weighted allocations Different reasons can explain the superiority of equal - weight allocations INTRODUCTION In July we published a research report «Factors

Also, you can assemble your DGI portfolio to have less volatility (beta) than the index by a higher allocation to stocks in consumer staples and utilities sectors.

The more conservative investors will lean towards higher allocations invested in the bond fund, while the more aggressive investors will boost the stock fund amount.

Such timing is a difficult in reality, and you'll often be better investing monthly through the highs and the lows for average returns, or rebalancing according to pre-set asset allocations.

Union Budget was pro-farmer and pro-poor man» budget with high allocation to the sagging Agriculture Sector in India.

Over time, MFS has been a leading innovator in the asset management industry, including creating one of the first in - house research departments in the mutual fund industry in 1932, launching the first high - yield municipal bond fund and the first global balanced fund, and more recently creating «outcome - oriented» products, such as its line of target - risk, target - date, and other asset allocation strategies.

An aggressive growth asset allocation model will be invested primarily in high - return / high - risk equities.

This active investing strategy keeps your asset allocations in the proportions you deem best and is a systematic way of selling high and buying low.

As of last week, tax - exempt government bonds hit a four year high, with many investors believing that the recent tax reform and an expected rising interest environment will push bond pricing even higher, offering a very attractive economic option for yield starved investors — many of which in recent years have had to increase risk capital allocations to generate reasonable outcomes.

In their January 2015 paper entitled «Optimal Asset Allocation Across Investment Horizons», Ronald Best, Charles Hodges and James Yoder explore the optimal (highest Sharpe ratio) mix of long - term U.S. corporate bonds and large - capitalization U.S. common stocks across investment horizons from one to 25 years.

«In fact, studies show that the effects of currency risk, progressively higher correlations (e.g. diminishing diversification), foreign taxes and costs outweigh any benefits of higher foreign stock allocations.»

On a market allocation basis, the simple mathematics of compounding almost ensures that high returns and restrained volatility must go together in the long - run.

The fund holds a minimum of 25 % allocation to mortgage - backed securities, a maximum of 20 % in high yield corporate bonds, up to 15 % allocation to bonds denominated in foreign currencies, and a 20 % cap to emerging markets.

If that makes you sick to your stomach then you might be a more «conservative» investor so you pick a higher percentage of bonds in your asset allocation mix.

At present none of these is fully mobilized, and none is likely to be until worship receives a higher priority in the allocation of personnel and finances in the denominations and institutions of American Christianity.

The budgetary provision of Rs. 38,500 crores under MGNREGA in 2016 - 17 has been increased to Rs. 48,000 crores in 2017 - 18, the highest ever allocation for MGNREGA, the Finance Minster added.

With an ideal geographic allocation close to the equator, high peaks and volcanic soils, the tea plant is thriving in Indonesia, but is not profitable enough compared to other cash crops.

«By all accounts, conditions for a sale of temporary water allocations in the Gwydir are favourable, with strong demand for water and high prices paid for other recent sales.

Across the southern Murray - Darling Basin, high environmental demands and low allocations in the Murrumbidgee have delayed consideration of possible allocation sales.

In contrast, wet (high flow) conditions, or times when storages are full, may allow allocations to exceed 10,873 GL, providing that the long - term average annual use does not exceed 10,873 GL.