Sentences with phrase «income asset views»

Our fixed income asset views for 2018 center on strategies to limit the costs in a rising - rate environment of providing diversification for broad portfolios.

Not exact matches

When market conditions favor wider diversification in the view of Hussman Strategic Advisors, Inc., the Fund's investment manager, the Fund may invest up to 30 % of its net assets in securities outside of the U.S. fixed - income market, such as utility and other energy - related stocks, precious metals and mining stocks, shares of real estate investment trusts («REITs»), shares of exchange - traded funds («ETFs») and other similar instruments, and foreign government debt securities, including debt issued by governments of emerging market countries.

Scott Mather, CIO U.S. core strategies, Joachim Fels, global economic advisor, and Olivia Albrecht, fixed income strategist, discuss PIMCO's view on the stock / bond relationship, value in U.S. assets, the Fed's inflation target and rising rates in 2018.

Join the GSAM workshop to explore EM through a multi-asset lens; looking at investment techniques for allocating across the spectrum of EM asset classes, as well as sharing our views on the most attractive opportunities for generating capital growth and income.

We wouldn't view it as the rest of our income - producing assets, since it can be a terrible investment after you calculate inflation, maintenance and opportunity cost.

First State Super head of income and real assets Damien Webb, a senior executive for one of the nation's largest superannuation funds, said the superannuation industry's view of agriculture was changing and he expected much more capital to flow into agriculture investments.

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.

The covered - call strategy is often employed when an investor has a short - term neutral - to - bearish view on the asset and for this reason decides to hold the asset (long) and simultaneously have a short position via the option to generate income from the option premium.

USDA lenders will view your credit history, income, and assets to verify your ability to repay the mortgage.

Viewing these institutions as investment vehicles, the market value of their fixed income assets will decline, reducing Net Asset Value (NAV).

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 index is based on investors» views and confidence on a range of asset classes including stocks, fixed income, your own home, other investment property, cash, and balanced mutual funds.

As no underlying asset is actually owned, these derivatives escape Capital Gains Tax and HMRC view income derived from this speculation as tax - free.

Perhaps the second foot will fall next year but in the meantime, our panel views our long - standing picks as more tax efficient in non-registered portfolios: particularly in Canadian equities: Horizons» HXT and in fixed income, First Asset's BXF, and BMO's ZPR.

CRA views this as a way to make sure your foreign income matches up reasonably with your foreign assets.

Mortgage pre-qualification is basically an interview process in which loan officers ask potential borrowers for information on their income, employment, debts, assets, and... View Article

They raise capital to purchase primarily real estate assets, usually with a view to generate income for unit holders of the fund.

VeriPlan enables you to view graphical projections of your family's income, expenses, assets, and debts across your lifetime.

In a recent article in The MoneyLetter, Jeffrey Waldman, First Vice-President, Global Fixed Income, CIBC Global Asset Management, discusses his contrarian view that the bull market in bonds will continue.

During the month, we added duration (interest rate risk) in the BlackRock Multi-Asset Income Fund given our view that valuations are becoming more reasonable and that Treasuries will remain a relatively safe, diversifying asset in the event of an economic growth scare.

This way you can control when, and where, retirement income comes from using different points of view - income, growth rates, qualified vs. non-qualified, asset class, etc..

Credit card companies will view your credit report to see your income or assets and debt.

A professional practice may be viewed as an income - generating asset, similar to a rental property or a pension.

Oxygen will provide holders of crypto assets opportunities to earn income, raise liquidity and take directional investment views across a range of cryptocurrencies, coins, and tokens.

Each party to a divorce as also likely to have a view about how those assets and income that they consider to be their «own» ending up being shared with the other person, thus resulting in what they perceive to be an unfair cost.

An offshore investment should be viewed as a possible yield - generating asset that can derive a hard currency income.