Sentences with phrase «income asset class»

Returns after sales charge for class A shares reflect the current maximum initial sales charges of 5.75 % for the Goal - Based, Age - Based, Multi-Asset Absolute Return option, and Equity Asset Class Options, 4.00 % for the Fixed - Income Asset Class Option, and 1.00 % for the Absolute Return 100 and Fixed Income Absolute Return options.

Prior to this, the fixed income asset class was composed of four unscreened bond funds as a screened alternative did not exist.

The rows are sorted based on how much regular income an asset class produces and how heavily that income is taxed.

It'd be hard for any fixed income asset class to match the 2016 performance of the Markit iBoxx USD Liquid High Yield Index, which returned 15.31 % (source: Bloomberg).

We combine our medium term expectations of fixed income asset class risk and return with shorter term views on market valuation, cyclical developments and liquidity considerations, matched against the Fund's objectives to develop appropriate asset allocation of the Fund.

More importantly, this is providing an example of how bonds often are not correlated with stocks (they don't move up and down together), thus giving us the diversification benefits of including the fixed - income asset class in our portfolios, while providing a higher yield and higher expected return than cash.

The bottom line: Even after the recent outperformance, EM hard currency debt is a fixed income asset class worth tilting toward as we head into 2016.

This makes peer - to - peer lending the ideal fixed income asset class to place your funds into in the current low interest rate environment.

In 2015, munis, as represented by the Barclays Municipal Bond Index, were actually the top fixed - income asset class, beating both Treasuries and corporate debt.

They were the top fixed - income asset class of 2015, compared to U.S. Treasuries and corporate bonds, and they even outperformed the S&P 500 Index.

The obvious solution is broad diversification not only by asset class, but also within the fixed income asset class by quality and strategy.

European high - yield bonds were the best - performing fixed - income asset class in 2013, according to Barclays.

While the fixed income asset class can ameliorate the effects of deflation, real assets offer the ability to offset some of the effects of inflation on a portfolio.

For the one - week period ended last Thursday, U.S. bond funds were the big winner among ETFs, with four of the top five ETFs for new investor money coming from the U.S. fixed income asset class, according to ETF.com data.

Ultrashort - term fixed income asset class is comprised of fixed income securities with high quality, very short maturities.

It'd be hard for any fixed income asset class to match the 2016 performance of the Markit iBoxx USD Liquid High Yield Index, which returned 15.31 % (source: Bloomberg).

ETFs listed on TSX also track indices that offer exposure to the fixed income asset class.

Our team of credit professionals deliver sales and trading capabilities across a wide range of fixed income asset classes including high yield, distressed and investment grade bonds, convertible bonds, public and private corporate securities, leveraged loans and emerging market debt.

Total returns were muted for most fixed income asset classes thus far this year.

In a span of just two months in the third quarter, Morgan Stanley underwrote more than $ 3bn worth of green bonds issued by six borrowers, domiciled in three countries and issued in four different fixed income asset classes.

We don't think there are many fixed - income asset classes that are attractive relative to stocks.

Investors need to be nimble, however, if they see signs of fixed income asset classes becoming more attractive as interest rates rise.1

Historically among the most volatile fixed income asset classes (source: Bloomberg), a number of influences have come together in recent years that may further increase the volatility of the high - yield asset class.

Let's look more closely at spreads between preferreds and other fixed - income asset classes.

Access performance of major fixed income asset classes as well as trends in rates, credit and emerging markets in our quarterly Fixed Income Chart Pack.

Deutsche Bank has created a new markets electronic trading unit to focus on electronic platforms across fixed - income asset classes.

The stars aligned in spectacular fashion for the municipal bond market in 2014: Low supply amid solid demand, improving fiscal conditions among state and local issuers, and a broad drop in interest rates (and rise in bond prices) helped make munis one of the top - performing fixed income asset classes of the year.

The municipal bond market went 12 for 12 in 2014 to become one of the top - performing fixed income asset classes.

More and more yield - searching investors are considering nontraditional income asset classes, but keep in mind that higher income could mean higher volatility, with the most recent example being high yield debt.

I think hope our readers understand the importance of combining the two articles in the process of determining the right balance of equity and fixed income asset classes.

RiverNorth and Oaktree promise a distinctive and principled take on the space: they're allocating resources tactically between three very distinct high - income asset classes.

Unlike equities, fixed - income asset classes generally offer mid-single-digit levels of volatility, making them ideal tools to reduce total portfolio risk.

Let me take you through the income asset classes.

Similar to corporate bonds, preferred stocks are sensitive to changes in interest rates, however, also similar to equity, preferred stocks exhibit more volatility than most fixed income asset classes.

In their view, credit fundamentals are improving for many municipal bond issuers and taxable equivalent yields are attractive relative to other fixed income asset classes.

The Alternative Portfolio generally demonstrates historically low correlation to traditional equity and fixed income asset classes.

There can be no doubt that yields for fixed income asset classes are low and there is also no doubt that rates will eventually be higher.

Among various types of income ETPs listed in the U.S., high - dividend equity ETPs recorded the highest five - year absolute and risk - adjusted return as of Aug. 31, 2017, although they had lower yield than a few other income asset classes.

Invests in a broad investment universe of global debt unconstrained by a benchmark, with a focus on non-traditional global fixed income asset classes.

«Federated continued to see positive flows in our flagship multisector bond fund, the $ 7.5 billion Federated Total Return Bond Fund, a strategy that incorporates our firm's highest - conviction ideas about different fixed - income asset classes.»

Not exact matches

Fixed - income investors should be realistic in expecting this to be a year of relatively low returns across asset classes in general — a year in which small ball becomes much more important than swinging for the fences.

The main income trust index rose 17.7 % and the energy trust index, 15.1 % in 2011, so money was generally made this year in this asset class.

Now we'll move on to the other two major asset classes: fixed income and equities.

The former invests in highly liquid developed fixed income markets, while the latter aims to make trade finance an investable asset class for non bank - investors.

From the entire spectrum of fixed income and securitized loans to the so - called liquid alternatives and venture funds, strategies and asset classes that had never been so readily and seamlessly accessed may soon be tested like never before should capital flows reverse from in to out.

That's an asset class unto itself and pays a fixed income.

Equities, or stocks; bonds, or fixed - income securities; cash, or marketable securities; and commodities are the most liquid asset classes and therefore the most quoted asset classes.

These funds offer diversification across multiple asset classes, including domestic and international stocks across varying styles and market capitalization ranges, investment grade and high yield fixed income, and short - term investments.

In fact, long - term bonds and preferred shares have characteristics that make them a very useful asset class for retirement portfolios, as I explain in my essay Security of Income vs. Security of Principal.

To see how a passive income asset allocation model portfolio might look in the real world, read this article, which provides a break down of different asset classes and percentages that might be appropriate for someone wanting to live off the dividends, interest, and rents of his or her capital.