Sentences with phrase «long bond exposure»

«So to postpone the impact of any increase as long as possible, we've shifted some of our long bond exposure to U.S. investment - grade corporate bonds offering decent yields.»

Not exact matches

To implement our long maturity exposure, we use the iShares iBoxx Investment Grade Corporate Bond ETF (LQD / NY) because we also wanted exposure to the U.S. dollar.

The effect of low interest rates is unimportant as long as the portfolio carries minimal cash and bond exposure.

We define the reflation trade as favoring assets likely to benefit from rising growth and inflation, such as cyclical equities and emerging markets (EM), while limiting exposure to long - term government bonds.

You benefit from potential long - term growth and exposure to the broad stock and bond markets, while assuming market risk.

In April, the long end of the yield curve underperformed, and as municipal bonds have more of their interest rate exposure coming from the long end, this contributed to their underperformance.

For an ETF investor with exposure to 10 - year and longer - dated debt through funds such as the iShares 7 - 10 Year Treasury Bond ETF (IEF A-51) and the iShares 20 + Year Treasury Bond ETF (TLT A-85), this period of quiet in the fed funds rate looked like this for their portfolios:

With stocks on shaky ground, investors with equity - centric portfolios may want to consider adding exposure to longer - duration bonds.

Moreover, exposures that could mitigate the risk of an unexpected downturn in stocks, the economy or China, such as defensive stock sectors and longer - maturity government bonds, are presently out of favor.

Not so popular last month was the iShares 20 + Year Treasury Bond ETF (TLT), which led outflows with net redemptions of $ 1.34 billion, as investors trim exposure to long - dated bonds ahead of what could be another rate hike before the year is over.

Historically over long periods of time, equity index funds vastly outperform bonds, so it's important to have a large exposure to them during most stages of your life.

Each month for investment grade and high yield bond market segments separately, they construct an equally - weighted long - only portfolio consisting of the 10 % of bonds with the highest exposure to each factor.

It may be that «acute» stress, i.e. a one - time stressful experience may lead to social bonding, as shown in the study, but that «chronic» stress, i.e. repeated exposure to stress over a long period, might wear us out.

I'll add a warning label of my own: «Long - term investors should avoid exposure to inverse bond ETFs.

Moreover, exposures that could mitigate the risk of an unexpected downturn in stocks, the economy or China, such as defensive stock sectors and longer - maturity government bonds, are presently out of favor.

If interest rates continue to fall, we have exposure to longer term maturity bonds with a higher yield, and we may also be able to generate some capital gains as well.

The First Asset Long Duration Fixed Income ETF provides exposure to longer dated government bonds, with the higher level of income and lower correlation to equity markets that they provide.

They offer investors exposure to more unconstrained forms of investing that can generate lower risk and / or provide improved portfolio diversification due to their low correlation with long - only stocks and bonds.

For example: This year, a client's portfolio may be outperforming the S&P 500 because of their portfolio's exposure to international stocks and long term bonds, which have gained much more than domestic stock markets.

The bond exposure could be handled similarly by holding short term, intermediate and long term bonds as well as Treasuries.

Wondering what your thoughts were on CEF Bond Funds as a way to gain long term exposure to bonds with lower risks of the fund having to sell bonds at disadvantageous moments.

HSTRX Strategic Total Return Fund The Fund invests primarily in U.S. Treasury and government agency securities with the objective of long - term total return, and has the ability to take a limited exposure in foreign government bonds, utility stocks, and precious metals shares.

My article How to Invest Carefully for Mom took up some of the problem — if I were reducing exposure to stocks, I would invest in high quality short and long bonds, probably weighted 50/50 to 70/30 in that range.

Although they might restrict foreign currency and interest rate exposure, Canadian retirement and pension plan sponsors no longer will require their bond managers to restrict their portfolios to Canadian issuers.

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.

The iPath ® US Treasury Long Bond Bear ETN is designed to provide investors with inverse exposure to the Barclays Long Bond US Treasury Futures Targeted Exposure exposure to the Barclays Long Bond US Treasury Futures Targeted Exposure Exposure Index ™.

I expect that we'll be inclined to increase our exposure in long - term bonds on any substantial price weakness and upward yield pressure, but that inclination will be gradual and proportionate - I don't think it's useful to think of any particular level on say the 10 - year or the 30 - year Treasury as a «buy.»

That said, a likely path for improving long - term potential returns in global government bonds is to be thoughtful and disciplined in allocating to country exposures.

Those with long - term investment horizons can benefit by gaining exposure to bond strategies that allocate to countries on the basis of debt - servicing economic resources rather than debt issuance, effectively raising the relative credit quality of holdings.

«Barclays US Treasury 2Y / 10Y Yield Curve IndexTM», «Barclays 2Y US Treasury Futures Targeted Exposure IndexTM», «Barclays 5Y US Treasury Futures Targeted Exposure IndexTM», «Barclays 10Y US Treasury Futures Targeted Exposure IndexTM», «Barclays Long Bond US Treasury Futures Targeted Exposure IndexTM» are trademarks of Barclays Bank PLC..

Two Factors: Volatility and Credit Spread To achieve better security selection, we chose two factors that empirically have demonstrated a strong relationship between factor exposure and performance statistics and that have long been incorporated in investment analysis by corporate bond portfolio managers.

BLV can be a quality pick for investors seeking a one stop shop for longer term bond exposure that likely has a greater yield than a comparable pure T - Bill fund.

This popular ETF offers exposure to the long end of the maturity curve, with exposure to all types of bonds that have maturities greater than 10 years.

In short, long - term investors should carry the majority of their bond exposure in more reliable, income - producing bonds that carry investment grade bond ratings.

By selecting bonds with low MCR, the low volatility index keeps more credit exposure (long spread duration) for high - quality bonds (low OAS) and less credit exposure (short spread duration) for low - quality bonds (high OAS).

Exposure to the UK increased through long - term government bonds.

Most long - term investors may benefit from carrying the bulk of their fixed - income exposure in investment grade bonds for the sake of reliable, long - term cash flow.

So if this bond fund had really long duration relative to its peers, relative to the benchmark, really aggressive credit exposure, its going to have a really high bar score.

Bonds with longer maturities often provide higher returns because they have more exposure to interest rate risk.

Do that, and you'll gain exposure to virtually every type of publicly traded stock in the world (large and small, growth and value, domestic and foreign, all industries and sectors) as well as the entire U.S. investment - grade taxable bond market (short - to long - term maturities, corporates, Treasuries and mortgage - backed issues).

BSJI has a limited life span, and as such might not be appropriate for those looking for low maintenance bond exposure over the long term.

Interest rate risk is mitigated by avoiding a large exposure to long - term bonds, whose value is most sensitive to changes in interest rates.

Direxion Monthly 10 Year Note Bull 2X fund (DXKLX) and Rydex Government Long Bond 1.2 x Strategy fund (RYGBX) use leverage to increase their exposure to long - term boLong Bond 1.2 x Strategy fund (RYGBX) use leverage to increase their exposure to long - term bolong - term bonds.

For exposure to high - quality bonds, the Vanguard Long - Term Investment - Grade Fund Investors Shares (VWESX) is an affordable option.

A fund that seeks to provide long - term total returns that outpace inflation over a macroeconomic cycle through exposure to inflation - related equities, inflation - linked bonds, and commodities.

The Fund invests primarily in U.S. Treasury and government agency securities with the objective of long - term total return, and has the ability to take a limited exposure in foreign goverment bonds, utility stocks, and precious metals shares.

This ETF can be used in a number of different ways; it could have appeal as a tactical tool for establishing short term exposure to this segment of the bond market, and could also be useful as a longer - term core fixed income holding.