Sentences with phrase «impact bond holdings»

Swapping for quality becomes especially attractive for investors who are concerned about a potential downturn within a specific market sector or the economy at large, as it could negatively impact bond holdings with lower credit ratings.

Only time will tell but because of the impact bond holdings have on overall portfolio returns, its easy to see why we are at a crossroad.

Not exact matches

Strategic Total Return continues to carry a duration of about 3.5 years in Treasury securities (meaning that a 100 basis point move in interest rates would be expected to impact the Fund by about 3.5 % on the basis of bond price fluctuations), and holds about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

(iShares ETFs are not impacted directly by the default, as none hold bonds issued by any U.S. territories, such as Puerto Rico or Guam.)

In each case holding bonds diminished the impact of the drawdown in equities during these bear markets.

Furthermore, the repeal of advance refunding bonds may have a large impact on short - term funding for multi-asset portfolios (such as those held by endowments and foundations).

Though the ECB has acknowledged that one of the main factors underlying the eurozone's stagnation is a lack of credit growth, any potential use of QE seems unlikely to make much of an impact in this regard, even if an announcement of QE could drive yields down further, making it even less attractive for banks to hold government bonds.

Many individual bondholders believe the implications of interest rate fluctuations don't impact them because they'll receive their principal value on an individual bond if held to maturity.

Hence, for the debt mutual funds, declining bond prices of underlying holdings have been impacting the return that is a function of changing bond price.

Strategic Dividend Value is hedged at about half the value of its stock holdings, and Strategic Total Return continues to hold a duration of just over 3.5 years (meaning that a 100 basis point move in interest rates would be expected to impact Fund value by about 3.5 % on the basis of bond price fluctuations), with less than 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

For investors who plan to hold on to their bonds until maturity, this will not have too much of an impact.

For example, a bond fund's manager may be able to alter the fund's holdings to minimize the impact of rate changes.

(iShares ETFs are not impacted directly by the default, as none hold bonds issued by any U.S. territories, such as Puerto Rico or Guam.)

The fund holds a small portion of its assets in Puerto Rico municipal bonds that have been impacted by recent adverse economic and market changes, which may cause the fund's share price to decline.

If you plan to hold a typical intermediate bond fund for a shorter period of time, a rate rise could have a negative impact.

The comparison makes no allowance for the potential impact of reduced long - term capital gains and qualified dividend tax rates, nor of the potential tax exemption for some municipal bonds held in taxable accounts.

The impact on GDP and employment will likely hold down government bond yields and, in turn, fixed mortgage costs.

As it currently stands, this is a significant issue that can negatively impact the portfolios of many Canadians who hold premium bonds (or bond ETFs and mutual funds) in their taxable accounts.

However, it should be noted that it is not mandatory for an investor to hold these ETFs until maturity as the same trading rules that impact all other ETFs hit this corner of the market as well (see 3 Reasons to Consider the Crossover Bond ETF).

«This is a significant issue that can negatively impact the portfolios of many Canadians who hold premium bonds (or bond ETFs and mutual funds) in their taxable accounts,» he writes.

This model holds an exciting paradigm for relationships which is grounded in attachment theory and helps individuals gain understanding of how their early bonding with caregivers impacts the quality of their adult love relationships and how this can change and heal.

The need to «centre white people's feelings» in conversations about race is holding back efforts urgently needed to address the impact of racism upon Aboriginal and Torres Strait Islander people, according to leading Indigenous academic and researcher Dr Chelsea Bond.