Sentences with phrase «lower volatility investment»

The Davenport Balanced Fund is intended to provide a lower volatility investment option focused on balancing current income with long - term moderate capital appreciation.

An asset class that once boasted a yield of 10 % now pays about 4 % — a huge move for a safe, low volatility investment.

They are however not a low volatility investment which often make people think about stocks as riskier investments then they really are.

In an article at Institutional Investor, Adrian Banner, Vassilios Papathanakos and Phillip Whitman look at the surge in popularity in low volatility investment strategies and take a closer look at the dynamics behind the performance of these portfolios.

He does not trust low volatility investments, and I agree.

«Women, in general, gravitate to low volatility investments — GICs, bonds, and the like,» says Silvan.

1 Low risk, low volatility investment management platform High risk, higher volatility and no probability of success

Not exact matches

Examples include cash, money market funds and other low - volatility investments.

Peter Boockvar, Bleakley Advisory Group, and CNBC's Bob Pisani and Mike Santoli discuss whether low - volatility ETFs are a good protective investments in choppy market environments like we've seen recently.

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

The board has been dealing with the volatility of publicly traded stocks and low returns from government bonds by diversifying into other forms of assets, including equity in private companies and investments in infrastructure such as highways and real estate.

When asked if he was worried about U.S. shale producers ramping production and eclipsing the recent international cuts, Novak said, «Undoubtedly the joint action by many countries to achieve the balance and to reduce the output are aimed at giving stability to the market and as a result we see a great level of investment, lower volatility, prices stabilizing at a certain level, which does play out to move investment going into shale production so one needs to assess the overall supply and demand balance.»

HCI's research also suggests that investing in farmland has also provided capital protection and appreciation, with lower volatility, that has exceeded investing in gold along with an income stream that gave stronger income distribution than investing in S&P / TSX Index tracked investments.

Bellwether's investment philosophy is simple; companies with growing profitability and a history of increasing the dividend paid to shareholders inevitably produce above average returns with lower volatility.

Therefore, low volatility is not the result of investor complacency but rather reflects a very good investment environment that should be embraced.

It's the hedge of choice for both central banks and experienced investors, and it's a low - volatility, steady growth investment.

Quality has long been established as an investment approach, dating back to Benjamin Graham, but it is less well accepted as a factor, especially when compared with value, size, yield, momentum and low volatility.

Liquidity gives investors access to investment opportunities, reduces volatility and lowers the cost of capital raising for public companies.

• 12 + underlying investment managers • 8 — 10 % target rate of return • 4 — 6 % target volatility (1/3 of TSX TR Index *) • Low correlation to equities and bonds

In other words, the Volatility Realtime Ratings assume that investors value low volatility in potential investments, an assumption that might not always hold true (more on thVolatility Realtime Ratings assume that investors value low volatility in potential investments, an assumption that might not always hold true (more on thvolatility in potential investments, an assumption that might not always hold true (more on this below).

Investment advisory bearishness remains at a low 30 % level, and the CBOE volatility index is ominously low as well.

The iShares Edge MSCI Min Vol Emerging Markets ETF seeks to track the investment results of an index composed of emerging market equities that, in the aggregate, have lower volatility characteristics relative to the broader emerging equity markets.

Investors typically own short - term bond funds as a low - risk vehicle to preserve their principal, so losses in this segment tend to be more upsetting than a downturn in investments such as stock funds where volatility can be expected.

Does the Fama - French five - factor model of stock returns (employing market, size, book - to - market, investment and profitability factors) explain the outperformance of low - volatility stocks.

However, I think they give a good starting list for further research and I will continue to perform new screens on Scott's Investments for low volatility dividend growth stocks.

If you are the type of investor who is easily rattled by market volatility, you may want to seek out investments that have a lower beta.

The more conservative the investment, the lower the volatility (value swings) but also lower the returns.

This low - volatility environment can be encouraging for investors who are concerned with wild price swings in their investments.

Correlation relates to the fact that a low volatility environment encourages investors to move into riskier assets to get decent returns on their investments.

The investment portfolios span from conservative low volatility to aggressive high volatility market products.

The Oakmark Equity and Income Fund invests in medium - and lower - quality debt securities that have higher yield potential but present greater investment and credit risk than higher - quality securities, which may result in greater share price volatility.

But stocks are not a pure investment in growth; they also bring exposure to volatility, which has been exceptionally low by historical standards.

These stocks often have lower volatility and certain similarities to bond investments.

New survey data from Hartford Funds reveals that market volatility and geopolitical events are fueling investor anxiety, yet most aren't taking advantage of the full suite of investment options that may help manage risk exposure at a lower cost *, namely strategic beta exchange traded funds (ETFs).

However, upon completion of this due diligence, sponsors may find that stable value funds offer them an attractive combination of characteristics including principal protection, superior investment returns, and relatively low volatility.

Does Adding Momentum and Volatility Improve Performance», Mohammed Elgammal, Fatma Ahmed, David McMillan and Ali Al - Amari examine whether adding momentum and low - volatility factors enhances the Fama - French 5 - factor (market, size, book - to - market, profitability, investment) model of stocVolatility Improve Performance», Mohammed Elgammal, Fatma Ahmed, David McMillan and Ali Al - Amari examine whether adding momentum and low - volatility factors enhances the Fama - French 5 - factor (market, size, book - to - market, profitability, investment) model of stocvolatility factors enhances the Fama - French 5 - factor (market, size, book - to - market, profitability, investment) model of stock returns.

Have a low tolerance for volatility, or are looking to diversify with a more conservative investment

Bonds are traditionally a more conservative investment and have less general volatility but lower returns.

«We have an interest therefore to ensure the improved implementation of the SDGs, as we take forward the agenda of promoting Africa's sustainable development,» he underlined, adding that if the African is to develop faster, constraints, such as inadequate infrastructure, price volatility, limited investment in research and development and low private sector investment needed to be addressed.

In Europe's market, price volatility discouraged companies from making long - term investments in reducing their environmental footprint, despite a steadily lowering carbon cap.

Over time shift our investments into income producing, lower volatility, inflation hedged vehicles — ex.

Investments in small - capitalization companies are subject to greater price volatility, lower trading volume, and less liquidity than investing in larger, more established companies.

«These new listings build on our successful suite of low volatility ETFs and are structured to help manage the highs and lows of the markets,» says Kevin Gopaul, Chief Investment Officer and Senior Vice President, BMO Asset Management Inc. «Our unique methodology seeks to provide investors with lower risk than the broad market while still offering growth opportunities.»

The back - tested results of the 17 - year period ending Feb. 28, 2017, show that the S&P U.S. High Yield Low Volatility Corporate Bond Index may offer an intersection that bridges the volatility gap between the high - yield and investment - grade bond sectors, with increased return eVolatility Corporate Bond Index may offer an intersection that bridges the volatility gap between the high - yield and investment - grade bond sectors, with increased return evolatility gap between the high - yield and investment - grade bond sectors, with increased return efficiency.

Low volatility better describes an outcome or a goal rather than an investment process; there are several different ways one can produce low volatility resulLow volatility better describes an outcome or a goal rather than an investment process; there are several different ways one can produce low volatility resullow volatility results.

The fact that the S&P U.S. High Yield Low Volatility Corporate Bond Index is located above the straight line linking the investment - grade and high - yield bond sectors demonstrates that the index outperforms the return frontier established by the two bond sectors.

The products called low volatility or managed volatility typically follow one of two different investment strategies.

As expected, the S&P U.S. High Yield Low Volatility Corporate Bond Index sat between the high - yield and investment - grade bond sectors in the volatilityVolatility Corporate Bond Index sat between the high - yield and investment - grade bond sectors in the volatilityvolatility spectrum.

No investment is a sure bet, but you can reduce your chances of taking a loss by choosing fair - priced stocks with growth potential and low volatility.

Zeo Capital Advisors is a fixed income investment manager which aims to deliver low volatility, risk - managed solutions for the prudent investor.