Sentences with phrase «large bond holdings»

Just which investor groups have large bond holdings that could theoretically be sold as a potential funding source for stock purchases and what is the likelihood this «rotation» will occur?

Just which investor groups have large bond holdings that could theoretically be sold as a potential funding source for stock purchases and what is the likelihood this «rotation» will occur?

Whenever interest rates rise, many investors especially retirees with large bond holdings, are worried.

Remember that every three months the Lifecycle funds change the fund mix to a more conservative allocation so the closer you get to the target date the larger your bond holdings will be.

Not exact matches

If this trade fight escalates, China could fire back by selling a large chunk of the $ 1.17 trillion of U.S. treasury bonds it holds.

Its largest holding was the Vanguard Short - Term Bond ETF, which has an expense ratio of.07 %, or $ 7 per $ 10,000 invested.

By historical standards, this implies sustained double - digit losses on bond holdings, subpar growth in developed markets, and balance sheet risks for banking systems with a large home bias.

At launch, a fund might be highly sampled and only hold the larger, more liquid bonds in its index.

In addition, the European Central Bank already owns a large proportion of Greek bonds and would not hold more than 33 percent of the total.

Oppenheimer, the large mutual fund company, also owned some of the bonds issued by Remington, but said it sold its debt holdings last year.

With the larger decline in markets, investors are pulling money out of mutual funds that hold the bonds, depressing their prices and putting pressure on the wider bond market.

In other words, it's time to slice up the stock and bond pies into allocations across specific investment categories: large, mid, small, and international stock holdings, plus determining how much intermediate or short - term bonds you want to own.

This makes bonds a relatively heterogeneous asset class in which many securities are thinly traded.3 At the same time, institutional investors often hold assets to maturity and, when they do trade, do so in large amounts.

The two largest holdings, which each represent 15 % of the total, are iShares MSCI EAFE Small - Cap ETF and iShares Emerging Markets Local Currency Bond ETF.

He has also driven many financing deals, including financing for the acquisition of ARM Holdings Plc. (world's largest chip architecture developer), issuing mandatory exchangeable bonds backed by Alibaba Group Holding Limited (largest e-commerce company in the world), hybrid bonds, and more.

Each time you buy or sell a bond it cost a painful # 39.95, which works out at about 0.5 % one - off charge on even a large portfolio of # 40,000 assuming you hold to maturity — which you might not.

As individuals normally hold far fewer bonds in their portfolio than bond mutual funds, the chances that a default will result in a large loss for the investor are generally higher for those investing in individual bonds.

While the chances that one of the bonds in the portfolio will default are higher because of the mutual fund's large number of holdings, the loss in relation to the total holdings will be smaller.

China is the largest foreign holder of American debt, holding about $ 1.17 trillion in United States bonds, notes and bills in January, according to the Treasury Department.

But whatever the cause, if the current trends continue and we see fewer and fewer investors holding an ever - larger proportion of muni bonds, the traditional retail - oriented muni market will change dramatically in the not - too - distant future.

If your portfolio is well diversified with assets that tend to perform differently from each other — international stocks, small company stocks, large company stocks, bonds and real estate — then when one asset class is losing value, you can rely on holdings in another asset class that are more stable or perhaps increasing in value.

Banks in the US have always been large holders of bonds, but at the moment bank holdings pale in comparison to the magnitude of bond exposure in the mutual fund complex and bonds held at the household level.

The offering, which was sold as a private placement, was the largest dollar - denominated corporate bond sale since Roche Holding issued $ 16.5 billion of debt in February 2009.

Furthermore, the repeal of advance refunding bonds may have a large impact on short - term funding for multi-asset portfolios (such as those held by endowments and foundations).

At current interest rates, holding a large percent of bond may not make sense.

I've seen some valid arguments made for holding a large percentage of bonds.

We must hold them in mind as background to the main task, which is to explore the interaction of theologians and human scientists as they seek to formulate a new concept of civil society which can draw traditioned communities and other human associations into a larger covenantal bond.

How about a 15 % flat tax on all «non-profits» especially those with large stock and bond holdings.

In an action that surprised some political observers, the club was unable to make an endorsement at the April 23 meeting for the at - large Council seat held by incumbent Anita Bonds, a Democrat who's also a longtime LGBT rights supporter.

They and others subsequently showed that ubiquitin then delivers the doomed proteins to the proteasome, a large complex that breaks down the chemical bonds holding proteins together and releases the amino acid building blocks for reuse.

The Volcker Rule prohibits banks from taking speculative positions on bonds or other securities — thereby preventing banks from purchasing large blocks of securities and holding them until a buyer is located.

In equity the company invests primarily in large cap companies with growth tilt and in debt segment the top holdings are sovereign bond instruments.

The study I referred to earlier showed that more traditional retirement stocks - bonds allocations — 60 % -40 %, 50 % -50 % and 40 % -60 % — held up about as well or better than a 90 % stocks - 10 % bond portfolio, and a larger bond stake would have provided more of a cushion during stock market setbacks.

Yes, I like having the past on my side, but my own portfolio is a combination of over 12,000 stocks (through index funds)-- approximately half in stocks, half in bonds, half in growth, half in value, half in large, half in small, half in international, half in U.S. half in buy and hold and half in market timing.

It also currently holds a particularly large position in cash and short - term bonds, which undermines returns when interest rates are stable, but provides good protection when interest rates rise.

That's why it's best to build a broadly diversified portfolio that balances small stocks with less volatile holdings like larger stocks, bonds and other assets.

An ETF that holds large - cap stocks or government bonds is highly liquid regardless of its trading volume.

Your portfolio held 0 of the top 25 performers in the S&P 500, your largest single holding in your portfolio is an intermediate bond fund, which was down 3.14 % for the year and you held the 5th worst stock in the S&P 500 in the month of June.

Balanced funds typically hold between 60 to 65 % in large dividend paying stocks and 35 to 40 % in bonds.

The fact that older investors hold a much larger percentage in bonds leads me to believe that most younger and new investors hold next to nothing in fixed income investments.

Swapping for quality becomes especially attractive for investors who are concerned about a potential downturn within a specific market sector or the economy at large, as it could negatively impact bond holdings with lower credit ratings.

However, because corporate bonds are more actively held by large institutional investors, the listing table shows the current yield and includes the volume traded.

Discount brokers execute buy and sell orders for clients, but they generally do not make investment recommendations and they often do not hold a large inventory of bonds.

Big institutions often have to move around large blocks of money: new inflows for a mutual fund, or a maturity payment from a bond held by an insurance company.

But here's where the debate starts to heat up: Though your financial adviser would have kittens at the thought of it, Bernstein and others, such as Stephen Jarislowsky, the billionaire Canadian money manager, say that if you plan to hold a large sum of money outside of an RRSP for a long period of time, you may indeed want to ditch the bonds altogether and go 100 % stocks.

High - yield corporate bonds may also be used to gain modest exposure to higher - yielding maturities, though the portfolio is unlikely to hold a large percentage of high - yield bonds, especially those of longer duration.

A large institution takes some of its holdings (it can be any asset — stocks, bonds, commodities, currencies, etc.) and assembles a basket of investments.

The way I interpret this (and other work you've done), is that holding a modest loan would 1) assist with sequence of return risk, 2) act as a «bond like» portfolio allocation, 3) keep larger % of net worth liquid to capitalize on other potential opportunities.

For example, a portfolio with a large holding of long - term bonds is vulnerable to significant loss from changes in interest rates.

Is there something special about RRBs or do you have the same perspective for investors with large holdings and all bonds?