Sentences with phrase «market equity return»

In fact, a Wells Fargo study finds that historically certain private market assets have captured more than 80 % of developed market equity return benefits in up markets but less than 50 % of pullback in down markets.

The reason I mentioned that is the article suggests that super returns don't keep pace with market equity returns, i.e. index returns, presumably due to fees and most active investors not outperforming (net of fees).

Not exact matches

From that sample, we seek out companies that have return on equity of at least 12 % and a beta above 1, indicating that a company is less volatile than the market average.

At a minimum, we look for a 400 - basis - point annual excess return over the public equity markets.

Investors who were underweight on the Canadian market because of negative outlooks on the Canadian dollar, oil and other commodities are returning, says Lesley Marks, senior vice-president and chief investment officer, Fundamental Canadian Equities, at BMO Asset Management.

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.

Ramona Persaud, manager of Fidelity's Global Equity Income Fund, likes the company's «shrewd» instincts and its knack for delivering a return on capital «far superior to the market,» an average of about 27 % over the past five years.

That is, we are taking positions that try to remove the direction of equity markets, and for the most part, the direction of bond markets from returns.

After all, the former economics professor who is now president of the Hussman Investment Trust has made a name for himself by repeatedly predicting a stock market decline exceeding 60 % and forecasting a full decade of negative equity returns — and yet here we sit just 9 % from record highs, even after some bouts of heavy selling.

In reality, when investors are paying extremely high prices for each dollar of earnings that equities produce, market math dictates that future returns will be the reverse of what the bulls are claiming — extremely low.

«Several decades back, a return on equity of as little as 10 percent enabled a corporation to be classified as a «good» business — i.e., one in which a dollar reinvested in the business logically could be expected to be valued by the market at more than 100 cents.

Falling interest rates and lower equity markets ruined long - term return assumptions, while guaranteed products became increasingly harder to fund.

Canada's oldest company returned to the public equity markets last year to finance its operations in an increasingly competitive retail environment.

No one doubts that companies and investors alike will return to equity markets, continuing a worldwide trend that began in the mid-1990s.

At issue is how private equity firms report how they calculate average net returns in past funds in their marketing materials, the sources said.

«These homes are stores of value and they have proven over time to have a positive return without the kinds of volatility you get in equity markets.»

Most utilities operate in a monopoly market and enjoy a regulated 10 % return on their invested equity.

We believe the equity market is becoming fully valued and active investment strategies towards domestic growth and small caps ought to deliver better returns than multinationals and large caps.

That being said equity markets have the highest rate of return at ~ 10 %.

Such returns are much better than the average private equity, CD, bond market, P2P lending, and dividend investing returns.

In US dollar terms, UK equities have returned -5 % year - to - date, underperforming the majority of developed and major emerging markets (top - left chart).

The performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on invested

In today's convertible bond market, the key driver of returns relates to the value of the underlying equity.

Additionally, we believe the more defensive sectors of the equity market such as consumer staples could underperform, along with some telecommunication companies and utilities, where returns are heavily regulated.

It intends to give investors higher returns by eschewing market capitalization weightings in and across equity asset classes.

Markets in Asia were largely unchanged from their previous close, with investors gingerly returning to equities following the global market selloff.

As part of a long - term strategy, EM equity funds offer investors the potential for greater returns than they might get if they invest exclusively in developed markets.

The market was very much an all - ships - rose - with - the - tide - type market,» said David Stepherson, chief investment officer for Baltimore - based Hardesty Capital Management, which saw its equity returns rise 32 percent during 2013, while its total portfolio increased 20 percent.

This week, we're tackling another of the market's favorite metrics, return on equity (ROE).

Under the Bonus Plan, our compensation committee, in its sole discretion, determines the performance goals applicable to awards, which goals may include, without limitation: attainment of research and development milestones, sales bookings, business divestitures and acquisitions, cash flow, cash position, earnings (which may include any calculation of earnings, including but not limited to earnings before interest and taxes, earnings before taxes, earnings before interest, taxes, depreciation and amortization and net earnings), earnings per share, net income, net profit, net sales, operating cash flow, operating expenses, operating income, operating margin, overhead or other expense reduction, product defect measures, product release timelines, productivity, profit, return on assets, return on capital, return on equity, return on investment, return on sales, revenue, revenue growth, sales results, sales growth, stock price, time to market, total stockholder return, working capital, and individual objectives such as MBOs, peer reviews, or other subjective or objective criteria.

To the extent that lower Treasury yields are even weakly associated with higher equity valuations, recognize that this effect is also expressed over time as lower subsequent stock market returns.

Since 1999 the US financial world has had two 30 % + drops in the stock market (the «risk») and for those who did not panic and sell, a subsequent market recovery has generated an 8 % annualized return on equities even including the two spectacular drops.

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.

As a result, many investors who are looking for better returns have given up on bonds and piled into the equities market, since many are still soured on real estate as an investment vehicle.

Along with the steepest equity valuations in U.S. history outside of 1929 and 2000 (on measures that are actually reliably correlated with subsequent market returns), private and public debt burdens have reached the most extreme levels in history.

Macro: The Macro strategy's strongest contributions came from long equity and Energy - sector positioning as low volatility and sustained, upward trends in these markets continued driving returns throughout most of January.

Cash alternatives, such as money market funds, typically offer lower rates of return than longer - term equity or fixed - income securities and may not keep pace with inflation over extended periods of time.

Thus, many emerging markets» growth rates in the next decade may be lower than in the last — as may the outsize returns that investors realised from these economies» financial assets (currencies, equities, bonds, and commodities).

The model is both objective, using elements such as volatility of past operating revenues, financial strength, and company cash flows, and subjective, including expected equities market returns, future interest rates, implied industry outlook and forecasted company earnings.

An investment in a limited partner interest in a private equity fund is more illiquid and the returns on such investment may be more volatile than an investment in securities for which there is a more active and transparent market.

While we are encouraged by specific trends, and the momentum in the equity markets is overwhelmingly positive, disciplined statistical analysis suggests returns may be getting ahead of themselves.

In fact, despite the added risks and work they entail, many see alternative investments as the perfect antidote to the anemic returns forecast for the broad - based equity and bond markets.

Ruedi recommended the Vanguard Total Stock Market (VTSMX) Index Fund for boomers» equity allocation; it provides a low - cost, safe investment option with a reliable delivery of return.

In addition, Morgan Stanley's Global Investment Committee has said in their seven - year strategic forecast that they also expect EM equities to outperform, with 7.5 % annualized return versus developed market (DM) equities» 5.5 % annualized return.

We see muted returns across asset classes in the coming five years, as structural dynamics such as aging populations help keep us in a low - return world, and we believe investors need to go beyond broad equity and bond exposures to diversify portfolios in today's market environment.

Here's a look at how investors adjust their expectations based on market conditions that puts some perspective on what realistic investment returns might be after the type of run equities have had.

Although supply has returned to the market over the short term — due to a combination of increased production from US shale producers and the easy availability of capital via debt and equity markets — I'm expecting supply growth to moderate over the long term as capital becomes more expensive and less available to marginal energy producers.

Through November 2017, US and many global equity markets were up double - digits, and broad corporate and emerging - market debt indexes posted strong returns as well.

«The energy sector posted stronger returns in September due to a rebound in oil prices which helped lift Canadian equities, while the bond market slipped into negative territory after strong Canadian economic growth led the Bank of Canada to raise interest rates for the first time in seven years,» said James Rausch, Head of Client Coverage, Canada, RBC Investor & Treasury Services.

NWQ is suitably resourced and experienced to be able to deliver clients an actively risk managed portfolio of Australia's leading equity hedge funds that has an ability to generate attractive risk adjusted returns irrespective of equity or bond market direction.