Sentences with phrase «income asset classes»

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

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

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

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

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 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.

See the chart below for the current yields available from different fixed income asset classes as of 31 October 2016.

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

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.

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.

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.

In Canada, REITs have outperformed the equities and fixed income asset classes on an annualized return basis over the past 20 years.

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.

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

Income asset classes such as preferred stock and municipal bonds did outpace the S&P 500 Index and did so without the volatility but others did not bode as well.

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.

Seeks to complement traditional fixed income asset classes by potentially providing low correlation to conventional holdings.

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.

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.

Given the low level of yields as we enter the year — and the expectation that they will rise — many fixed income asset classes are unlikely to deliver strong total returns.

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).

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

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.

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.

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.

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.

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

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

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

The table below highlights select fixed income asset classes and their year - to - date performance.

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

Given the low level of yields as we enter the year — and the expectation that they will rise — many fixed income asset classes are unlikely to deliver strong total returns.

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).

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.

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.

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

Oh, and as an aside, think of Municipal bonds, because they are the only fixed income asset class that the flood of foreign liquidity hasn't touched.

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.

Are U.S. municipal bonds rich or cheap relative to other fixed income asset classes?

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.

This provides a distinctive mix of increased potential yields from equities and low - risk consistent gains from fixed - income asset class.