Sentences with phrase «indices over sector»

Great op ed article by Jerry Bowyer at Forbes called When Investing, Pay Close Attention To Country Over Company examining the relative importance of country indices over sector or stock indices for the period 1989 to last Fall.

Not exact matches

The firm maintains an index of S&P 500 companies spanning nine sectors that have offered the highest yield from share repurchases and dividend payments over the past 12 months.

In other words, depending on your level of confidence in a certain sector, over - or underweight your numbers of shares of stocks in that sector in your portfolio, relative to the weightings of the major market indexes.

«Depending on your level of confidence in a certain sector, over - or underweight your numbers of shares of stocks in that sector in your portfolio, relative to the weightings of the major market indexes.»

This has been the best performing bond sector over the last year, according to Bloomberg data for the Barclay's Municipal index.

This means that hundreds of billions of dollars will flow into these stocks over the next few years as passive index funds start directing more capital to this sector.

«Through 15 editions of the annual Corporate Equality Index, major private sector employers have demonstrated over and over that inclusion is not just the right thing to do, it makes for a stronger, more successful business,» said Deena Fidas, director of HRC's Workplace Equality Program.

The performance of technology stocks over the recent past has been striking: In 2017, for example, the information technology sector of the S&P 500 posted a 38 % return, while the broader S&P 500 Index gained 22 % (Source: Bloomberg data).

Similar to the headline PMI, the New Orders Index for the Consumer Goods sector rose to its highest in over ten years in June, at 57.2.

The cloud sector as a whole has been beat up with the First Trust ISE Cloud Computing Index ETF (SKYY) down 7 % over the past month while the S&P 500 is down only 2 %.

In this workshop, Brandywine Global, who has been managing index - agnostic global fixed income portfolios since 1992, explains how an unconstrained global fixed income strategy can generate absolute returns over market cycles by identifying opportunities through country, currency, duration, and sector management strategies.

Low oil prices, increased competition and regulatory pressure weighed on the energy and telecoms sectors respectively which collectively make up over 20pc of the value index.

The Employment Cost Index rose by 1 per cent in the June quarter and has increased by 4.4 per cent over the past year, driven by a particularly strong increase in growth in the private sector component.

Major technology companies such as Cisco and Apple reported strong earnings reports last week, pushing the U.S. technology sector up over 4 % and the NASDAQ Composite Index to its highest level since early 2000 for the week.

Underperform (MU4) The stock is expected to underperform the S&P / TSX Composite Index or its sector over the next six to twelve months and should be sold.

With nearly 60 % of the MSCI Emerging Markets (EM) Index allocated to three countries (China, South Korea and Taiwan) and over 52 % to two cyclical sectors in (IT and Financials), those investors relying on the index to gain exposure to Emerging Markets may find that they have also gained an unwanted exposure to the inherent concentration risks ingrained in such a concentrated weighIndex allocated to three countries (China, South Korea and Taiwan) and over 52 % to two cyclical sectors in (IT and Financials), those investors relying on the index to gain exposure to Emerging Markets may find that they have also gained an unwanted exposure to the inherent concentration risks ingrained in such a concentrated weighindex to gain exposure to Emerging Markets may find that they have also gained an unwanted exposure to the inherent concentration risks ingrained in such a concentrated weighting.

There are over a dozen subsector Dow indexes available within the financial sector, with focuses ranging from credit card companies and major mortgage lenders to specific insurance areas (such as auto insurance or life insurance) and a variety of categories for different types and sizes of banks.

It seems a lot of sectors are rolling over to a bear market, but on index level you don't see as much yet, since wonderful Amazon, Apple etc are holding up decently.

Better conditions are also evident in the services sector; the Tertiary Activity Index has trended higher in recent months, despite a decline in November, and is 1.4 per cent higher over the year.

«Pensions maintained their underexposure to the sector and accordingly lagged the S&P / TSX Composite Index by 0.3 per cent during the quarter but maintained their 5.2 per cent outperformance over the previous 12 months.»

Six unions have mounted a legal challenge on behalf of millions of public sector workers over what inflation index is used to increase their pensions.

Listed below are over 200 ETFs, index funds and mutual funds that track the information technology sector or specific industries, such as semiconductors or internet software.

Below we list over 40 different Consumer Discretionary mutual funds, index funds and ETFs that cover various companies in this sector.

Using that sector as an example, the change in credit spreads of the S&P / ISDA U.S. Financial 30 Credit Spread Index has dropped significantly over the last 16 months.

This has been the best performing bond sector over the last year, according to Bloomberg data for the Barclay's Municipal index.

Of course, leveraged ETFs performed in stellar fashion during this period due to an unprecedented upward bias with very little downward volatility (see how leveraged ETFs can lose 90 % even when the underlying index is flat over a given period), but there are even some sector / country conventional ETFs in there as well:

Below, we list over 200 mutual funds, index funds and ETFs that follow the energy sector.

Index funds offer you probably the ideal hedge against varying performance across sectors and across fund managers over longer - periods of time.

Over the 14 — year period ending Feb. 28, 2017, the S&P Global Natural Resources Index, which is designed to provide market participants with an equity - based approach to natural resource investments through its three commodity - related sectors (agribusiness, energy, and metals & mining), has outperformed the S&P Global BMI by a monthly average of 36 bps in high - inflation months.

The S&P International Preferred Stock Index has over 20 % exposure to companies in the energy sector; meanwhile, the S&P U.S. Preferred Stock Index has no exposure.

DEX Universe Bond Index: With over 1,000 bonds represented, this index has broad representation from investment - grade bonds issued by Canadian companies and by government - sector issIndex: With over 1,000 bonds represented, this index has broad representation from investment - grade bonds issued by Canadian companies and by government - sector issindex has broad representation from investment - grade bonds issued by Canadian companies and by government - sector issuers.

Listed below are over 35 ETFs, mutual funds and index funds that follow the consumer staples sector or specific industries within the sector.

As of June 2003, approximately 11 percent of the companies in the S&P 400 Index fell into the industrials group, over 21 percent were in the consumer sector, info tech and telecom made up just under 16 percent, almost 14 percent were in the utilities and energy sectors, nearly 20 percent were financial stocks, about 4 percent were in materials, and 14 percent were in the healthcare group.

The S&P SmallCap 600 ® Health Care sector index led the pack, ending the quarter up over 15 %, while the S&P SmallCap 600 gained 4 %.

Within the corporate bond market, the S&P China Industrials Bond Index is the largest and the fastest growing sector, which represents over 48 % of the market.

I don't really know what they're doing, but I'd guess the institutional imperative calls for them to hug the index and over - or under - weight particular industries, sectors or companies on the basis of a story («Green is the new black,» «China will consume us back to the boom,» «house prices never go down,» «the new dot com economy will destroy the old bricks - and - mortar economy» etc).

Yields are compressed across investment sectors, with the yield on the Dow Jones Corporate Bond Index setting a record low last week, and a spread over Treasury yields that I doubt will even compensate for a very, very low level of corporate defaults — much less what one might anticipate should the U.S. join the recession that is already evident among much of the developed world (which I expect it will).

One bright light is the municipal high yield bond market as the S&P Municipal Bond High Yield Index is up 0.82 % year - to - date helped by positive performance in May by Puerto Rico bonds and a recovery over 3.2 % of the Tobacco Settlement bond sector.

Unlike high yield, the Energy sector is only 2 % of the index, the beginning of year drag of this index had more to do with the amount of issuance and the concern over the lack of covenant protections incorporated in the issuance than Energy prices.

The higher yielding sectors of Energy, Materials, Telecommunications and Utilities combine for a weight of 24 % of the index and each sector has seen robust performance in 2016 so far, The two leading sectors are the S&P 500 Energy Corporate Bond Index returning over 16 % year - to - date and the S&P 500 Materials Corporate Bond Index returning over index and each sector has seen robust performance in 2016 so far, The two leading sectors are the S&P 500 Energy Corporate Bond Index returning over 16 % year - to - date and the S&P 500 Materials Corporate Bond Index returning over Index returning over 16 % year - to - date and the S&P 500 Materials Corporate Bond Index returning over Index returning over 14 %.

Evidencing the sector's momentum, VGT has gained roughly 160 % over the last decade while the S&P 500 Index has increased roughly 70 %.

Over time, this shifts the weights of the sectors that make up each style index.

Index funds can help you gain precise control over the sectors, duration and geographies of your fixed income exposure.

The South African listed property sector has been a huge winner over the last decade, returning 17.65 % per year compared with the 11.98 % for the JSE All Share Index.

The 22 % per annum total returns obtained by the FTSE / JSE Listed Property Share index (SAPY) over the past decade, makes this sector of the investments market an attractive proposition for long - term investors.

The composite index for the retail sector showed the least growth over the past 12 month, at 9.5 percent, but has been getting stronger recently, with 3.9 percent growth during the three - month period ending Jan. 31.

The index, which measures values across five major property sectors, has changed very little over the past two years.