Sentences with phrase «income as a hedge»

This is a concern for investors using fixed income as a hedge against equity volatility.

Todd R. Tresidder was single, had a large income as a hedge fund manager and bought a nice condo.

Not exact matches

The problem, according to the plan's critics, is that financial entities such as private - equity, venture capital and hedge funds are all partnerships whose wealthy partners would see substantial tax savings on large portions of their income unless congressional tax writers find a way to exclude them.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

To some extent, these concerns are allayed by the existence of natural hedges, such as foreign currency export income, although rising US dollar - denominated debt servicing costs at a time of falling US dollar - denominated commodity revenues would obviously be problematic.

It does not discuss all aspects of U.S. federal income taxation that may be relevant to particular holders in light of their particular circumstances or to holders subject to special rules under the Code (including, but not limited to, insurance companies, tax - exempt organizations, financial institutions, broker - dealers, partners in partnerships (or entities or arrangements treated as partnerships for U.S. federal income tax purposes) that hold HP Co. common stock, pass - through entities (or investors therein), traders in securities who elect to apply a mark - to - market method of accounting, stockholders who hold HP Co. common stock as part of a «hedge,» «straddle,» «conversion,» «synthetic security,» «integrated investment» or «constructive sale transaction,» individuals who receive HP Co. or Hewlett Packard Enterprise common stock upon the exercise of employee stock options or otherwise as compensation, holders who are liable for the alternative minimum tax or any holders who actually or constructively own 5 % or more of HP Co. common stock).

«Specifically, fixed income investors should respect the technicals for now, emphasize the front end of curves on the basis of the policy pivot (from [quantitative easing] to forward guidance), and consider TIPS as a source of endogenous portfolio hedging,» El - Erian writes.

Adjusted EBITDA is defined as net income / (loss) from continuing operations before interest expense, other expense / (income), net, provision for / (benefit from) income taxes; in addition to these adjustments, the Company excludes, when they occur, the impacts of depreciation and amortization (excluding integration and restructuring expenses)(including amortization of postretirement benefit plans prior service credits), integration and restructuring expenses, merger costs, unrealized losses / (gains) on commodity hedges, impairment losses, losses / (gains) on the sale of a business, nonmonetary currency devaluation (e.g., remeasurement gains and losses), and equity award compensation expense (excluding integration and restructuring expenses).

It is used as a hedge against inflation; safe - haven asset in times of wars and political uncertainty; alternate asset class to equities and fixed - income instruments; near - cash; and metal of choice in a number of industries.

It doesn't focus on fixed income, except as a hedge for its equity holdings.

And although fixed - income ETFs are not always currency hedged, both IFIX and IGVT do offer that feature as well, which Noack describes as «critical.»

For purposes of the category definition, up to 30 % of a Fund's assets may be held in Foreign Fixed Income products which will be treated as Canadian content provided that the currency exposure on those holdings is hedged into Canadian Dollars.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

«Very simply, if as a investor with USD liquidity, I buy a bond denominated in euro and I do not hedge the currency, I do not have fixed income; I have variable income.

the monthly dividend reinvestment is the hedge against market risk because you can wade or slowly reinvest back into the spiders - sandp500 monthly or you could use it as income..

As Maple Leaf commences its strategy to hedge incoming food inflation, previous reports on BakeryandSnacks.com suggest price squeezes won't hit manufacturers until September.

Under Cuomo's bill, carried interest — which is essentially income for partners of hedge funds and other private investment companies — would have to be taxed at the same rate as income.

The Hedge Clippers analysis argues that the massive sums from the hedge fund industry have helped create a system where wealthy individuals pay «nowhere near their fair share» due to tax policies that favor the rich, including a low tax bracket on upper - income earners and on «carried interest» profits, as well as the recent elimination of the «alternative minimum tax.&rHedge Clippers analysis argues that the massive sums from the hedge fund industry have helped create a system where wealthy individuals pay «nowhere near their fair share» due to tax policies that favor the rich, including a low tax bracket on upper - income earners and on «carried interest» profits, as well as the recent elimination of the «alternative minimum tax.&rhedge fund industry have helped create a system where wealthy individuals pay «nowhere near their fair share» due to tax policies that favor the rich, including a low tax bracket on upper - income earners and on «carried interest» profits, as well as the recent elimination of the «alternative minimum tax.»

Cliff Asness, co-founder and chief investment officer of AQR Capital Management, issued a torrent of Tweets decrying Cuomo's proposed income tax on hedge fund managers as «a 19 percent surcharge on investment businesses» and the governor as a «flat out lying demagogue without even the rhetoric talent of his father.»

One element of that bill that initially passed in the Assembly but was dropped in both houses on Tuesday: a revenue action that would have taxed income earned by out - of - state hedge fund managers operating in New York as if they were state residents.

The article centers around the Hedge Clippers outing donors who they claim made undisclosed contributions in 2012 as part of a «dark - money» scheme to defeat Prop 30, an initiative that raised income taxes on the richest Californians and sales tax on all Californians.

Is it any wonder that hedge fund operators and the self - appointed reformers see charter schools and outfits like K - 12 as income generators?

If you still had to manage hedge funds or play the stock market as your primarily income to fuel your helicopter or to buy the next race horse, then no.

In the intro, I go into some pertinent publishing news: Kobo has become Tolino's tech partner, which makes it a much bigger player in the growing German ebook market; Amazon is opening a bookstore in New York City; while Barnes & Noble reported a 9 % decline in sales over the holiday period, there's discussion on the impact of the All Romance Ebooks closure, and once again, I talk about the importance of multiple streams of income, as well as multi - currency / multi-country income in order to weather the changes undoubtedly ahead and hedge against potential economic changes.

As you can see in the table below BlackRock is diversified between asset classes: 53 % Equity, 29.5 % Fixed Income, 2.5 % Alternatives (Hedge Funds).

From here on out, I will only use options as a form to generate additional income (selling puts) or hedging my portfolio (covered calls).

But if you think about it this way, I think we had talked about equities as a general proportional recommendation of, say, 40 % of your equity being invested in non-U.S. equity markets, 30 % of your non-U.S. bonds being invested in fixed income hedged, okay.

Life annuities are ways to hedge longevity risk because they provide guaranteed monthly income for as long as the retiree lives.

Some newer reinsurers are using hedge funds as part of their investment strategy, thinking that they can earn more investment income, but with lower risk.

Our answer to the hedging question: yes, but with a caveat, as we write in our new Fixed income strategy piece Summer of «69.

«A better metric is hedge ratio, which we calculate as the dollar duration of a sponsor's fixed - income assets divided by the dollar duration of the liabilities.

For purposes of the category definition, up to 30 % of a Fund's assets may be held in Foreign Fixed Income products which will be treated as Canadian content provided that the currency exposure on those holdings is hedged into Canadian Dollars.

They are also diversifying the business by product as well, having Canadian equity, global equity, hedge funds, fixed income and sector funds.

Because of both the low correlation and absolute returns, hedge funds are often seen as an alternative to fixed income (bonds) investments.

Otar says that you might want to consider buying one if you have no other guaranteed source of retirement income, such as a pension, and you have too small a portfolio to hedge the various risks yourself.

The Global Asset Management segment offers investment capabilities and styles across all major traditional and alternative asset classes such as equities, fixed income, currencies, hedge funds, real estate, infrastructure, and private equity that can also be combined into multi-asset strategies.

(ETF Report: May 1, 2015) In an article about the rise of strategic beta fixed income funds, ETF Report highlights ProShares Investment Grade Interest Rate Hedged (IGHG) as the «flagship» of duration - hedged bondHedged (IGHG) as the «flagship» of duration - hedged bondhedged bond ETFs.

(Benzinga.com: Dec 11, 2013) Benzinga.com's «ETF of the Day» column featured ProShares High Yield — Interest Rate Hedged (HYHG) as «an option for investors that continue to demand high income and at the same time are concerned about rising interest rates.»

Some of the most lucrative investments opportunities, such as hedge funds and private equity funds, are only open to people who already have a $ 1 million in liquid assets or an annual income of more than $ 200,000.

The Portfolio will generally treat gains or losses on non-U.S. currency hedging transactions as capital gains or losses in accordance with the advice of counsel and the current administration position of the CRA, but if such transactions were treated on income rather than capital account, after tax returns to unitholders could be reduced and the Portfolio could be subject to non-refundable income tax.

One of the premier strategies employed by the hedge fund came to be known as «fixed - income arbitrage.»

Changes in the fair value of derivatives are recorded each period in current earnings within «Net gains (losses) on financial instruments at fair value and foreign exchange» or in shareholders» equity within «Accumulated other comprehensive income (loss),» depending on whether the derivative is designated as a hedge, and if so designated, the type of hedge.

But as a wealth income generation tool and hedge against inflation, I like the idea of holding them in my portfolio.

Part annuity, part lottery, and part hedge fund, the tontine — which recently celebrated its 360th birthday — offered a lifetime of income that increased as other members of the tontine died off and their money was distributed to survivors.

We see the same pattern emerging with FIG — and fundamentally, it looks well situated here, with a particular focus on secular investment themes & opportunities, whilst the Logan Circle fixed income business serves as a potential «hedge».

Accounting rules require the fixed - rate liability used as the hedging instrument to be adjusted to fair value, with gains or losses recorded in the «other comprehensive income» account within the equity section of the balance sheet.

the Macro Funds, and ignoring $ 9 billion of «dry powder») for 1.0 % of AUM, ex-net cash & investments — even when you factor in $ 33 billion of Logan Circle fixed income AUM (which investors may be under - estimating as a potential natural hedge in the current environment), that's an incredibly cheap valuation for an alternative asset manager.

To do that you need to know why you bought a stock in the first place: whether it was for growth, as a hedge against inflation or for income.

The alternative would be to try to do a blog for institutional investors and bright amateurs, and invite institutional investors to write pseudonymously — think of it as a Zero Hedge for fixed income, without so much attitude.

Add to that the Japanese carry trade (borrow in Japan at negligible interest rates and invest elsewhere), and you get distortions — especially from fixed income investors such as banks, insurance companies, pension funds and hedge funds, all chasing higher yields.