Sentences with phrase «market against the returning»

Not exact matches

With geopolitical tensions in places like Ukraine, emerging market selloffs in countries like Turkey and U.S. stocks» choppy start to 2014, more investors are seeking out hard assets as an opportunity to diversify a portfolio, hedge against inflation and pursue a solid return in something unrelated to the equity markets.

Annuities offer a measure of protection against market downturns, may provide a guaranteed investment return and grow tax - sheltered until you withdraw the money.

Free cash flow yield is an overall return evaluation ratio of a stock, which standardizes the free cash flow per share a company is expected to earn against its market price per share.

When bonds yield 1.75 % for investment - grade bonds, then it's difficult to turn that into a 5 % -10 % return going forward... If he wants to argue against that, and talk about Dow 5000 and bear and bull markets, then he's welcome to, but he's pushing at windmills in my opinion, and he belongs back in his ivory tower.

Hedge funds designed to protect against falling and volatile markets have made a strong pitch to investors: Trust us with your money, and we'll make lots of it for you when years of relatively smooth, positive stock returns inevitably end.

Significant returns from exits in Q1 2017 seem more optimistic against the slowing market end - 2016 — Snapchat's $ 3.4 billion IPO alone raised more than twice as much as every 2016 venture - backed tech IPO combined.

Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns.

Gross pointed to the long - term success of the Total Return Fund, while acknowledging the tough year the fund saw in 2011, when it experienced significant net outflows after he bet against the bond market.

When measured against the American and European markets, Asian stocks, excluding Japan, have been the top performers of 2017 so far, returning more than 30 percent year - to - date.

Over the entire 2002 to 2014 period the total returns are fairly close, with the U.S. market up 139 % against a gain of 133 % for international stocks.

We advocate a strategic allocation to government bonds, despite their low potential returns, as a buffer against equity market selloffs.

Our difficult experience in the recent half - cycle resulted from my insistence in 2009 on stress - testing our methods against Depression - era data, because the resulting methods of classifying market return / risk profiles picked up that historical regularity.

Even measured against this bull market's impressive results, technology stocks have been excellent investments, outpacing the 19.4 percent annualized return of Standard and Poor's 500 - stock index by four percentage points per year, on average, since...

For example, you stated that the return of AT&T between the 2009 market low and June 3, 2013 was only 50 % and compared this against a return of 140 % for the S&P 500 Index.

Futures have been around for centuries and offer a way to hedge against future downturns in the market while leveraging your capital today for larger returns than you'd be able to receive otherwise.

To understand the effect of this modest shortfall in stock selection performance over the past 8 months, recall that when the Fund is hedged against the impact of market fluctuations (and provided that our long - put / short - call index option combinations have identical strike prices and expirations), its returns are roughly equal to:

«We seek absolute returns, not relative ones, and resist being benchmarked against market indices for that reason» Seth Klarman

Subdued dollar trading and the quiet on bullion boards came against a backdrop of geopolitical worry and volatility on financial markets: If the Fed fails to deliver a hawkish hike, gold is likely to find a bid with the focus returning to safe haven and diversification demand

As the dollar sinks to near - record lows against the euro and the British pound, the stock market has returned to record highs, but investors are being advised to anticipate a worldwide downturn and the U.S. economy may have already entered a recession.

Likewise, nearly all of our challenges during the advancing half - cycle since 2009 can be traced to my 2009 decision to stress - test our market return / risk classification methods against Depression - era data, which inadvertently led us to overemphasize «overvalued, overbought, overbullish» syndromes that had reliably warned of market losses in prior market cycles across history.

Plenty of studies warn against this, including one that shows that missing out on just 10 of the best days in the stock market over 160,000 daily returns in 15 markets around the world can cause you to end up with about half of what you would have earned if you had stuck with an index fund over time.

Against the average investor return of just 2.6 % annually over the ten years through 2013, I would be happy with the dividend fund if it just made the same return as the general stock market.

As the fund is designed to be a hedge against market declines and rising volatility, Cambria expects the fund to produce negative returns in the most years with rising markets or declining volatility.

At different times investors would like correlated returns when markets are rising, uncorrelated returns when they're falling, absolute returns during a correction, downside protection against a crash, the ability to go both long and short in a sideways market, the ability to be tactical and time the market at the inflection points and, of course, you have to consistently beat the market.

Called a «rising equity glide path,» retirement experts Wade Pfau and Michael Kitces state that this strategy can help protect against the risk of running out of money, particularly when stock market returns are poor early in retirement.3

Wednesday was a huge betting content day at The Action Network, headlined by market reaction to Aaron Rodgers» return, whether it's smart to bet against tanking NFL teams and a random college basketball game being pounding by sharp money.

Seven - time European champions Milan, playing the Europa League for the first time, return to continental competition for the first time since the 2013 - 14 season and will be hopeful of progress against Romanian side Craiova after a positive summer in the transfer market.

Elsewhere in the city, incumbents largely were returned to office, though Manhattan District Attorney Cyrus Vance, Jr., running unopposed, faced a surprisingly strong, last minute write - in challenge from Marc Fliedner, an out gay ex-prosecutor prompted to jump in when revelations surfaced about the incumbent's failure to pursue fraud charges against Ivanka and Donald Trump, Jr., in their marketing of the Trump Soho and sexual assault charges against Harvey Weinstein brought by an Italian model who captured a partial admission from the former film mogul on tape.

Analyzing China, for example, the report balances that country's centralized planning and financial strength against countervailing factors such as its «endemic» corruption, repressive political structure, opaque legal system, and insistence that, in return for access to its vast market, foreign companies surrender proprietary intellectual property.

YAHOO FINANCE — Dec 19 — Litmus Media marketing platform detects and protects against click fraud, increasing click - to - transaction conversion ratios and maximizing search marketing return on investment.

In reality, it could go lower than that if the market returns are lower, but the 10 - year rolling average should protect against any short - term fluctuations.

That will give you a better shot at getting the long - term returns you need to achieve a secure retirement and reach other goals while maintaining reasonable protection against market downturns.

Swan then hedges against major market sell - offs by purchasing long - term put options and seeks to generate additional returns via selling short - term option premium.

For example, while managed futures as an asset class have generally underperformed stock and bond markets in their current bull market, if one compares the rolling 12 month returns of various asset classes (bonds, hedge funds and managed futures) against the S&P 500 from 1994 to 2014, managed futures as an asset class rose when the S&P 500 declined.

Complementing traditional investments, Ross points out that real estate is less volatile (unlike stocks, it's not marked to market every day); provides diversification with a favorable balance of risk versus return; is favorably taxed via capital gains tax treatment and interest deductibility; generates returns similar to the stock market and «often more»; provides principal protection; a hedge against inflation and a pension - like «monthly coupon.»

IRR is also comparable against annualized market and fund returns, and cost of debt or leverage so it gives an excellent idea of portfolio performance.

The federal government guarantees FFELP loans against borrower default and ensures that the lenders receive a market rate of return on the loans despite the lower interest rates paid by borrowers of education loans.

Thus, the potential opportunity for higher returns due to stock market investing should be weighed against greater stability and predictable returns year after year.

If however, you are saving for retirement via alternative methods (Infinite Banking, Rental Property, Oil Wells, etc.) that may not be vulnerable to market swings, you may be able to evaluate your return against inflation less frequently.

We combine our medium term expectations of fixed income asset class risk and return with shorter term views on market valuation, cyclical developments and liquidity considerations, matched against the Fund's objectives to develop appropriate asset allocation of the Fund.

I hate to be the bearer of bad news, but bond investors should prepare themselves for tiny — one might even say ant - like — long - term returns and the possibility of nasty losses should the market turn against them.

The stock market can be dangerous, but there are strategies out there that will allow you to insure yourself against significant loss, while likely earning you a decent return.

However, the outperformance was due to the ETF's unusual strategy of hedging against the US dollar in order to match the returns of Vanguard's Emerging Markets ETF (VWO).

These are excess total returns measured against an equal - weighted benchmark, which means, for example, the +58 percent result for the Best Performing 10 % (Large) means that those stocks beat the market by 58 percent in any given year.

Strategy Objective: Launched in July 1997, the DRS is an actively managed, hedged - equity, rules - based process that is designed to hedge against large stock market declines and provide stable returns over a full market cycle.

By hedging against bear markets and seeking to generate cash flow through option premium, we believe we have fundamentally changed the risk / return profile of emerging markets.

Suffice it to say that unless you're willing to roll the dice and hope you rack up high returns and the market doesn't turn against you, you're probably looking at a break - even age in the early to mid-80s.

The Swan Defined Risk Strategy (DRS) * is designed to seek consistent returns, while seeking protection against major bear market losses, with a reliable performance track record since 1997.

RAFI Fundamental Index ™ is Research Affiliates» proprietary non-price-weighted index strategy that aims to deliver excess return versus the cap - weighted benchmark by using fundamental measures of company size to systematically rebalance against the market's constantly shifting expectations.

RAFI Fundamental Index is a non-price-weighted index strategy that aims to deliver excess return versus the cap - weighted benchmark by using fundamental measures of company size to systematically rebalance against the market's constantly shifting expectations.