Sentences with phrase «long equity portfolio»

The findings suggest that options - based strategies can be useful in improving the risk - return characteristics of a long equity portfolio.

Not exact matches

But longer term, rising rates will be bad for stocks; therefore, investors may want to evaluate their portfolios and move out of some equities and invest more in bonds, she said.

«If you were a hedge fund or private equity fund and you said, «Well, all I want my AI to do is maximize the value of my portfolio,»» Musk said in the documentary, «then the AI could decide, the best way to do that is to short consumer stocks, go long defense stocks, and start a war.»

Bonds have historically had little correlation to equities except in market crisis situations, so creating a portfolio of both equities and bonds makes a whole lot of sense as a long - term investor.

Certainly, it offers an attractive level for longer - term investors such as pension and insurance funds to lock in a relatively decent yield, and will tempt some portfolio managers to buy bonds rather than equities.

You're right about the main reason, but that's because most people don't understand the purpose of Absolute Return investments is to diversify a portfolio — not act as a substitute for long - only equity exposure (which as you say can be obtained very cheaply)

It demonstrates that a global equity framework can provide diversification and higher long - term risk - adjusted returns for investors from high growth countries who often hold home - biased equity portfolios that can have high concentration risk.

I believe you think we are heading for a long period of low returns, but still, with such a long investment horizon ahead of you, don't you think it could make sense to be more exposed to public equities, maybe in passive index funds, and trust the long term wealth building power of that asset class without so much attention to continuous portfolio rebalancing trying to anticipate short term returns?

iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.

This is why I urge everybody to build income producing assets, acquire rental property, start your own website, take advantage of real estate crowdsourcing investments, build a dividend equity portfolio and hold on to these assets for as long as possible.

The analysis suggests a shift from the balanced portfolios of equities and longer - dated bonds that have done well since 1982.

Specifically, longer - duration bonds are reasserting their role as an effective ballast to equity risk and can be especially helpful in equity - centric portfolios.

This makes sense, as equities are — for most investors — the main driver of both long - term capital growth and risk within their portfolio, and therefore garner the most attention.

Indeed, according to Graham Elton, partner with Bain & Company and head of European private equity at the firm, many now go so far as to maintain full - blown «shadow portfolios» of companies they like, drawing up detailed business plans long before they ever come up for sale so they are ready to pounce.

In the third quarter (Q3) of 2016, K2 Advisors» Research and Portfolio Construction teams continue to have high conviction for long short equity and merger arbitrage strategies, and within the global macro strategy, the teams have elevated emerging markets into their top three convictions.

«Equities are the «five - years - plus» part of your portfolio,» he added, meaning that funds in your 401 (k) plan, IRA and other retirement accounts that you don't need for five years or more should be invested in stocks, since research has shown that over a period of five years or longer, stocks generally perform better over other assets.

K2 Advisors, Franklin Templeton Solutions, seeks to add value through active portfolio management, tactical allocation and diversification across four main hedge strategies: long short equity, relative value, global macro and event driven.

The Fund is appropriate for investors who are seeking long - term capital appreciation by investing primarily in equity securities of U.S. small - cap companies, are looking to hold their investments for the long term and can tolerate considerable fluctuations in their portfolio.

Private equity firms have had to lengthen their investment horizons to create value with their portfolio companies, from 4.5 years in 2006 to 6 years in 2016; Blackstone, Carlyle Group and others have recently launched funds with longer target holding periods.

But with long - term bonds and non-cyclical equity sectors trading at historically extreme valuations while cyclical sectors trade at valuations below their long - term average, we think that risk aversion is creating numerous investment opportunities for investors willing to build a portfolio of more economically sensitive companies.

Don't forget that in the Buffet portfolio discussed above the equities offer good long - term inflation protection too.

SUMMARY Investors seek smart beta products for risk reduction However, smart beta products are effectively long - only products with full equity risk Only factor products, i.e. long - short portfolios, offer true diversification benefits and downside protection INTRODUCTION FTSE Russell's 2017 Smart

If that's the case then the portfolio's asset allocation reflects the fact that you can take more risk on the equity side — in the hope of better returns — as long as you're not banking on those returns to enable you to live.

The equities will provide our portfolio (and thus our future spending opportunities) with growth and the bonds will both provide today's retirement income and serve as a buffer from the volatile returns of a long - term growth portfolio.

The article concludes: «Equities continue to have an important role in long - term portfolios.

I've long recommended that international stocks should comprise about a third of one's equity portfolio.

Flowserve served the Equity and Income Fund well during its nearly three years in the portfolio, and we wish to thank our recently retired long - time partner John Raitt for this successful idea (as well as many others).

«In the long run, a portfolio of well - chosen stocks and / or equity mutual funds will always outperform a portfolio of bonds or a money - market account.

Seeks to provide long - term capital appreciation by investing in a portfolio of small and mid capitalization equity securities.

Seeks to provide long - term capital appreciation by investing in a portfolio of primarily small but also can invest in mid capitalization equity securities.

Seeks to provide long - term capital appreciation and high current income by investing in a diversified, all cap portfolio of income - producing equity securities.

In managing the Equity and Income Fund we strive to craft portfolios and portfolio outcomes that both meet the financial needs of our clients and also enable our clients to maintain their investments in the Fund for long time periods.

This is because other components of the portfolio have not always moved in the same direction as equities over long periods of time.

If this bond - equity relationship remains unstable when yields are at risk of climbing further, long - term Treasuries may not play their traditional portfolio diversifying role.

Prior to joining Oberon, Steven was a portfolio manager at Cynthion Partners, a global long / short equity hedge fund.

Also, consider how important that goal is from the perspective of your long retirement horizon where you need real continuous income along the way and the benefits of enjoying that income when you are relatively healthy and younger (< 70 years) while staying in an equity - heavy portfolio.

and for how long your portfolio needs to be sustainable (FIRE or normal retirement age), both of which are interrelated, and what is the rest of your allocation — all equities or an allocation to bonds as well as cash?

If rates are raised in an orderly fashion with appropriate skill, my best guess at a model macro portfolio would be... short bonds, long gold, stand aside from equities.

The implication is that long - term bonds, which may not offer much income, can help provide an effective hedge in equity - heavy portfolios.

The Fund seeks long - term total return by investing in a portfolio of equity, fixed income and short - term securities.

But if you need the «cushion» of a sizable bond / cash portion to handle market turbulence, then your own index portfolio will lag the equity index performance over long term.

Investors who have a longer time horizon and are willing to embrace more risk or volatility in their portfolio in exchange for the possibility of a higher return would select a fund with a higher equity holding — say LS80 or even LS100.

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

We'll rely on equities and property to keep us ahead of inflation over the long - term and look into more short - term conventional bond funds as our model portfolio's time horizon ticks down.2

Ellen Adams Portfolio Manager, Long / Short Equity Strategy, Daruma Capital Management Topic: «My 36 year old recipe for Humble Pie»

To provide superior long - term investment returns by investing in a diversified portfolio of Canadian common shares, convertible debentures and other equity related securities.

Mansharamani, who holds a PhD and two master's degrees from MIT, helps oversee a long / short global equity portfolio.

Return on equity should continue to grow over the next three to five years, especially as the company expands its reinsurance portfolio to take on longer - duration risks in an effort to spur results.

Prior to this role, he was the founding partner of Hampton Investment Management and portfolio manager of the Hampton Global Emerging Markets Fund, an equity long / short fund run out of London which he launched in 2007.

Before joining Alignvest, Mr. Mousseau was a Portfolio Manager in the Long Term Equities group at the Ontario Teachers» Pension Plan.