Sentences with phrase «in equity portfolios»

Though I am waiting until S&P 2900 to hedge, I am still carrying 19 % cash in my equity portfolios, so I am bearish here except in the short - run.

Institutional investors widely use ETFs in their equity portfolios, and not just to gain domestic exposures.

Given that many U.S. investors are underweight EMs in their equity portfolios, a renewed interest in this part of the world could be a potential tailwind for the EM asset class (source: Bloomberg, as of 1/22/15).

Defense in equity portfolios should focus on quality as a style characteristic and dividend growth, in our view.

We expect that Europe, which remains a major focus in our equity portfolios, is likely to ultimately benefit from these initiatives.

In our equity portfolios, we will therefore continue to steer clear of European companies that are exposed to both further dollar depreciation and the growth - trend reversal signalled by any number of leading economic indicators.

Given that many U.S. investors are underweight EMs in their equity portfolios, a renewed interest in this part of the world could be a potential tailwind for the EM asset class (source: Bloomberg, as of 1/22/15).

At present, U.S. investors are under the delusion that the $ 37.3 trillion of paper wealth in their equity portfolios represents durable purchasing power.

Traditional high - yielding stocks may not play proper defense in equity portfolios as interest rates rise.

Most investors are unaware of the amount of risk in their equity portfolios.

For one, investors are going to have to get comfortable taking on more risk in their equity portfolios by buying stocks at higher valuations.

In our equity portfolio, we were down 1.3 % during the quarter.

They both have around 100 positions in their equity portfolio.

My goal is to have investments in 50 different companies, and I currently have 49 equity positions in my equity portfolio.

He has a secured pension which acts like a bond and he can afford to take lost of risk in his equity portfolio.

In the past few years, I have realized that the long - term advantage of value stocks is so strong that I believe there's considerable merit in an equity portfolio that avoids the S&P 500 and other blend funds altogether.

The decision to close Independent Value was based upon the recommendation of the portfolio manager, Eric Cinnamond, who stated that given the current fundamental environment, the Strategy's roughly 90 % + cash balance, and the lack of discounts in the equity portfolio, it is no longer in the best interest of clients to continue offering the Strategy.

It is interesting to note that the CPPIB does not hedge the foreign currency exposure in its equity portfolio.

Smart Beta in the Factor Zoo The smart beta movement makes it particularly important to understand this zoo of factors and how best to capture factor premia in an equity portfolio.

In their Equity portfolio of $ 125 billion, $ 93 billion of it is non-U.S. holdings.

The next event of interest is the seminar, hosted by Disnat and presented by iShares on using ETFs in an equity portfolio on December 19th.

Here's what I do think: REITs can be a very good diversifier in an equity portfolio.

If you're especially concerned about inflation, you could ramp up your exposure to RRBs in your existing fixed income portfolio, and / or purchase a REIT ETF in your equity portfolio.

If a client wanted to maximize returns, then they should invest in an all equity portfolio.

Assume 10 % increase in equity portfolio (though I'm guessing positions in USB, WFC and AXP will make that a larger increase) and you have a book value of investments @ $ 110,000 per / A-share!!!!

Forager's role in that equities portfolio can range between zero and a significant portion, depending on the portfolio objectives and your own preferences, investment horizon and risk tolerance.

They both have around 100 positions in their equity portfolio.

Just because it's not in the equity portfolio looks like Buffett is being more conservative.

Do a STP (sell and invest) in equity portfolio for long term over next 12 to 24 months (check example portfolio below)

Another thing that's a large benefit for shareholders: Markel currently has $ 1.7 billion of unrealized gains in their equity portfolio.

Not exact matches

But Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management, also highlights a paradigm shift in the way investors should think about picking stocks and about diversification itself.

Equities as an asset class are not hugely in favour right now, with Goldman Sachs downgrading them to Neutral in May and advising investors to overweight cash in their portfolios.

So that means investors who use a target - date fund as the basis of their 401 (k) portfolio could end up with 5 percent or 10 percent of their 401 (k) holdings in private equity.

With geopolitical tensions in places like Ukraine, emerging market selloffs in countries like Turkey and U.S. stocks» choppy start to 2014, more investors are seeking out hard assets as an opportunity to diversify a portfolio, hedge against inflation and pursue a solid return in something unrelated to the equity markets.

But longer term, rising rates will be bad for stocks; therefore, investors may want to evaluate their portfolios and move out of some equities and invest more in bonds, she said.

Nine West Holdings - which owns a number of brands, including Nine West, Anne Klein, Gloria Vanderbilt, and Bandolino - is one of the retailers in the portfolio of private equity firm Sycamore Partners.

Chris Beer, vice-president and senior portfolio manager of global equities for RBC Global Asset Management, points to Kinross's $ 7 - billion purchase of Red Back Mining in 2010.

The retirement system, which oversees more than $ 350 billion, sent requests for information in December to a group of asset managers seeking a «strategic partnership» for its private equity portfolio, according to a document released by Calpers.

When asked where to invest, Fink turned the question over to BlackRock's equity team, which believes commodities will play an important part in client portfolios in the future.

Portfolio politics — Investing - Almost three times as many Republicans plan to invest more in equities (28 percent) than Democrats (10 percent).

Part of the reason to have bonds is to have stability on days like this; government bonds provide that stability, and they're acting like they should act, by providing that cushion to the equity volatility in your portfolio.

Exchange - traded fund flows to equity portfolios were more than $ 43 billion in October, the highest level since the post-election euphoria of November 2016.

«If you were a hedge fund or private equity fund and you said, «Well, all I want my AI to do is maximize the value of my portfolio,»» Musk said in the documentary, «then the AI could decide, the best way to do that is to short consumer stocks, go long defense stocks, and start a war.»

To maintain the balance of their portfolios, pension fund managers have been selling equities and buying more bonds, and their notable demand for the latter counters the popular narrative that the 35 - year rally in fixed income is over.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund AccountIn soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

Among other things, the Global Portfolio invests in assets such as listed equities, debt securities, money market instruments, real estate, commodities, cash and financial derivative instruments.

«Following the U.K. election, the relative risk investors saw in European bonds came back and as the situation in Greece develops, risks will hopefully unwind and as we move into a certain environment, we can expect bond markets to continue to normalize,» Thomas Buckingham, portfolio manager of the European Equity Group at JP Morgan Asset Management, told CNBC on Monday.

All told, losses in Berkshire Hathaway's equity holdings could reach nearly $ 7 billion, which on a portfolio of $ 128 billion as of March 31, works out to a loss of about 5.4 %.

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.

The food industry is not a small one, and many private equity firms and other capital providers have a great deal of capital invested in portfolio companies in this industry.