Sentences with phrase «long exposure to the equity»

They needed to have long exposure to the equity markets.

Not exact matches

The general consensus is that buying and holding stocks for the long term tends to work out, and that it makes sense to have higher risk exposures (think equities) in your younger years.

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)

The Fund is an ideal complement to bullion for investors interested in silver; exposure to both equities and bullion can provide better risk - adjusted returns over the long - term;

Most Millennials are investing directly into Target Date Retirement Funds which have high equity exposure due to the long retirement horizon — so despite having grown up during two bear markets Millennials are still investing and believe in stock investing.

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.

And perhaps it needs to be clear, too, that if people are upping their equities exposure, for longer, because of rising life expectancy, they need to expect to retire later.

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

Gross exposure is calculated by adding the percentage of the Fund's equity invested in short sales to the percentage of its equity used for long positions.

A long / short equity strategy seeks to minimize market exposure, while profiting from stock gains in the long positions and price declines in the short positions.

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.

I would be grateful if you could please advise me if my gain is to be treated as long term capital gain with equity exposure & attract nil tax or will I have to pay tax on gains and what is the treatment.

First Asset Global Momentum Class ETF (TSX: FGL) The First Asset Global Momentum Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Momentum (CAD hedged) Class ETF (TSX: FGM) The First Asset Global Momentum (CAD hedged) Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Value Class ETF (TSX: FGU) The First Asset Global Value Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow ratios.

Investors who opt for this low - volatility approach maintain the long - term capital appreciation that investors look for in equities — while aiming to reduce risk exposures along the way.

In June 2008, ERAA would have adjusted portfolios to have limited equity exposure, and with exposure limited to sectors such as consumer staples, and to have stronger gold and fixed income exposure, particularly long - dated.

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.

The whimsical plan is to use a «bottom - up, value - oriented, long - term approach» to select individual equities then use a long / short ETF portfolio to manage sector exposures and hedge its global market exposure with some combination of cash, ETFs and futures.

Long - Short Equity, or LSE, takes the EMN strategy (though they're not exact clones if we're to judge by their holdings and position sizes) and overlays a tactical equity strategy that targets an average 50 % exposure to the MSCI World Index, with the ability to adjust its exposure by + / - 20 % based largely on valuation and momEquity, or LSE, takes the EMN strategy (though they're not exact clones if we're to judge by their holdings and position sizes) and overlays a tactical equity strategy that targets an average 50 % exposure to the MSCI World Index, with the ability to adjust its exposure by + / - 20 % based largely on valuation and momequity strategy that targets an average 50 % exposure to the MSCI World Index, with the ability to adjust its exposure by + / - 20 % based largely on valuation and momentum.

RBC Quant Canadian Equity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality Canadian equity securities that have the potential for long - term capital gEquity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality Canadian equity securities that have the potential for long - term capital gequity securities that have the potential for long - term capital growth.

Additionally, we increased exposure to real estate investment trusts given their improved long - term return potential, following recent underperformance relative to U.S. equities.

RBC Strategic Global Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality global dividend - paying equity securities that will provide regular income and that have the potential for long - term capital growth.

We focus on long - term portfolio protection and portfolio diversification, by bringing an enhanced CTA / managed futures model to market which is retaining exposure to commodity returns within the UCITS framework whilst excluding equity exposure.

Pursue long - term capital growth by investing primarily in Canadian equity mutual funds for higher growth potential, with some exposure to Canadian fixed income securities for diversification

The Fund offers exposure to international equities, while seeking to provide investors with long - term capital appreciation.

For investors seeking long - term investment returns in the U.S. equity market over the complete investment cycle (bull and bear markets combined), with added emphasis on reducing exposure to general market fluctuations in conditions viewed by the Advisor as unfavorable to stocks.

Long term, I need exposure to equities to insure my portfolio keeps up with inflation and can fund my wife and I if we live to 95.

Check out «Stocks for the Long Run» for one example of the use of margin over the long term — there is a chart in there with recommended equity exposures — it is interesting to note that for younger investors, the suggest allocation to stocks is greater than 10Long Run» for one example of the use of margin over the long term — there is a chart in there with recommended equity exposures — it is interesting to note that for younger investors, the suggest allocation to stocks is greater than 10long term — there is a chart in there with recommended equity exposures — it is interesting to note that for younger investors, the suggest allocation to stocks is greater than 100 %.

In order to balance them, the strategy must own more dollars of the long sleeve, creating the impression that it has net long equity exposure.

I'd also add that while more exposure to stocks does generally equate to higher long - term returns, no one should take that as an invitation to just load up on equities.

To generate 2x or -2 x exposure, each fund must invest in a combination of equities and S&P 500 - related derivatives with total exposures of $ 200 million, long or short.

All Asset strategies are global tactical asset allocation (GTAA) solutions that aim to deliver attractive real returns, equity diversification, and inflation protection via tactical long - only exposures.

The use of leverage may increase the Fund's exposure to long equity positions and make any change in the Fund's NAV greater than it would be without the use of leverage.

RBC Quant U.S. Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality U.S. dividend - paying equity securities that will provide regular income and that have the potential for long - term capital growth.

Morgan Stanley recently shared that the long / short equity managers they broker for have rarely had lower exposure to energy stocks than they do now.

The LibertyQ U.S. Large Cap Equity Index utilizes a multi-factor selection process that is designed to select equity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the longEquity Index utilizes a multi-factor selection process that is designed to select equity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the longequity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the long term.

Provides long / short exposure to domestic, international and emerging market equities.

To avoid all these it is advisable to take exposure to equities via Index Fund or ETFs and enjoy the risk premium you get by way of returns in long terTo avoid all these it is advisable to take exposure to equities via Index Fund or ETFs and enjoy the risk premium you get by way of returns in long terto take exposure to equities via Index Fund or ETFs and enjoy the risk premium you get by way of returns in long terto equities via Index Fund or ETFs and enjoy the risk premium you get by way of returns in long term.

«With the Rational / NuWave Enhanced Market Opportunity Fund, investors get U.S. equity exposure in combination with a macro-focused long / short component that seeks to provide uncorrelated returns.

«CLIX's 50 % net exposure to the equity markets may result in less volatility than typical long - only equity strategies.»

The fund, formerly known as Disciplined Growth Plus and launched in 2011, has been redesigned to be a long / short equity product with a variable net exposure to equities that will typically range from 30 % to 70 %.

Achieve long - term capital growth by investing primarily in U.S. and international equity mutual funds that provide exposure to a number of industrialized countries outside of Canada including countries in Europe, the Far East and Asia and emerging market countries, with some global exposure to fixed income securities for diversification.

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.

This lack of long - term compensation is reflected in the minimal share ownership of the top 5 executives; only the CEO (who was hired in a second moment) has any kind of substantial equity exposure (approx. 1 %), and even that is insignificant compared to the ongoing cash flow from his regular cash compensation.

Achieve long - term capital growth by investing primarily in global equity mutual funds that provide exposure to countries in North America, Europe, the Far East and Asia, and emerging market countries for higher growth potential, with some exposure to global fixed income securities for diversification

RBC Quant Canadian Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality Canadian dividend - paying equity securities that will provide regular income and that have the potential for long - term capital growth.

RBC Quant Global Infrastructure Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified global portfolio of high - quality equity securities of companies that own or operate infrastructure assets that will provide regular income and that have the potential for long - term capital growth.

After Quality stocks continued to rally through January, our forecasts for the group fell, leading us to sell down our remaining long Quality equity position (though we retain exposure to a beta - neutral expression of Quality, per below).

RBC Strategic Global Equity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality global equity securities that have the potential for long - term capital gEquity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality global equity securities that have the potential for long - term capital gequity securities that have the potential for long - term capital growth.