Sentences with phrase «markets equity investment strategy»

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«The moves announced today are substantial, although the market was already pricing in a substantial good news flow,» Rob Aspin, head of equity investment strategy, Standard Chartered Bank said.

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.

The HFRI Macro (Total) Index is managed by trading a broad range of strategies in which the investment process is predicated on movements in underlying economic variables and the impact these have on equity, fixed - income, hard currency, and commodity markets.

The Company's equity method investments include its fund investments in Corporate Private Equity, Real Assets, and Global Market Strategies, which are not consolidated but in which Carlyle exerts significant inflequity method investments include its fund investments in Corporate Private Equity, Real Assets, and Global Market Strategies, which are not consolidated but in which Carlyle exerts significant inflEquity, Real Assets, and Global Market Strategies, which are not consolidated but in which Carlyle exerts significant influence.

While focused on securities that trade on North American markets, our suite of investment solutions includes Canadian and US equity and fixed income segregated strategies as well as our proprietary pooled funds.

Heidi Richardson, Head of Investment Strategy for U.S. iShares, takes a deep dive into the equity market segments to consider now.

Our Global Market Strategies segment, established in 1999 with our first high yield fund, advises a group of 46 active funds that pursue investment opportunities across various types of credit, equities and alternative instruments, including bank loans, high yield debt, structured credit products, distressed debt, corporate mezzanine, energy mezzanine opportunities and long / short high - grade and high - yield credit instruments, emerging markets equities, and (with regards to certain macroeconomic strategies) currencies, commodities and interest rate products and their deStrategies segment, established in 1999 with our first high yield fund, advises a group of 46 active funds that pursue investment opportunities across various types of credit, equities and alternative instruments, including bank loans, high yield debt, structured credit products, distressed debt, corporate mezzanine, energy mezzanine opportunities and long / short high - grade and high - yield credit instruments, emerging markets equities, and (with regards to certain macroeconomic strategies) currencies, commodities and interest rate products and their destrategies) currencies, commodities and interest rate products and their derivatives.

Adel is a Senior Portfolio Manager in the Global Quantitative Active Equity Group, where he focuses on managing global investment strategies, product development and quantitative research within developed markets.

Any equity holder in a private company should consider the advantages of the secondary market, as it enables an investor to utilize a diversified investment strategy.

Which highlights the attractiveness of «value» as an investment strategy at a time when many equity markets have become, in our view, unsustainably expensive as a result of monetary stimulus and the success — so far — of «Smart Beta» and «growth» strategies.

Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi-manager strategies.

Mr. Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi - manager strategies.

Prior to joining MFS in 2015, Chris was a vice president of Eaton Vance Management, director of product and portfolio strategy for equity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratEquity, Parametric Emerging Markets and the Richard Bernstein Advisors strategies.

Finally, to help our clients place this wealth of fundamental data into perspective, we also provide access to the latest market and economic commentary from our firm's top internal experts, including our chief economist, our investment strategists, and our Equity Portfolio & Technical Strategy team.

HFRI Macro Index is composed of a broad range of strategies in which the investment process is predicated on movements in underlying economic variables and the impact these have on equity, fixed income, hard currency, and commodity markets.

This site provides equity research and investment strategies to give you the insight and data you need for managing your money through all market conditions.

Here, the team takes a look at the events driving global equity market action so far this year, and shares their value - oriented investment strategy in light of the conditions they currently see.

Here, the team takes a look at the events driving global equity market action so far this year, and shares their value - oriented investment strategy in light of the conditions they currently see.

Heidi Richardson, Head of Investment Strategy for U.S. iShares, takes a deep dive into the equity market segments to consider now.

Over the last 100 years a value investment strategy has a consistent history of outperforming index returns across multiple equity markets.

ALTS allocates among a set of underlying ProShares ETFs that employ alternative and non-traditional strategies such as long / short, market neutral, managed futures, hedge fund replication, private equity, infrastructure and inflation - related investments.

Take a deeper dive into the Defined Risk Strategy (DRS) and learn how since inception in 1997 this distinct, hedged - equity investment approach has posted an enviable track record of consistent returns with reduced volatility across full market cycles.

The liquid - alt pitch is that individuals can access the same types of investments as university endowments and other big institutions, to diversify equity - heavy portfolios, typically with a 10 % to 20 % allocation to liquid alts... The advantage of the [AQR Managed Futures] strategy -LSB-...] is that it is uncorrelated with other asset classes, and «has the most consistently strong performance in equity bear markets.»

The fund follows a value oriented strategy and seeks to achieve its investment objective by investing in equity and debt securities, money market instruments, and derivatives.

After one of the best quarters ever for Sparinvest's global value equity strategies, the team considers reasons for the rallies in the European and Japanese markets and highlights some of the benefits of active investment — including a focus on ESG risks - which passive investing is unable to offer.

Common investment strategies include Long / Short Equity, Long / Short Credit, Market Neutral, Managed Futures, Event - Driven, and Short - Selling.

Investment Strategy Risk: Securities that have high book to market ratios and / or high profitability may perform differently from the market as a whole and an investment strategy emphasizing these securities may cause the Portfolio to at times underperform equity funds that use other investment sInvestment Strategy Risk: Securities that have high book to market ratios and / or high profitability may perform differently from the market as a whole and an investment strategy emphasizing these securities may cause the Portfolio to at times underperform equity funds that use other investment strStrategy Risk: Securities that have high book to market ratios and / or high profitability may perform differently from the market as a whole and an investment strategy emphasizing these securities may cause the Portfolio to at times underperform equity funds that use other investment sinvestment strategy emphasizing these securities may cause the Portfolio to at times underperform equity funds that use other investment strstrategy emphasizing these securities may cause the Portfolio to at times underperform equity funds that use other investment sinvestment strategies.

Research Sources, Equity Investments, Technical Analysis, Investment Theory, Efficient Market Theory, Portfolio Management, Equity Strategies

Equity Investments, Research Sources, Investment Theory, Efficient Market Theory, Portfolio Management, Equity Strategies

Value Investment Risk: Value stocks may perform differently from the market as a whole and following a value - oriented investment strategy may cause the Portfolio to at times underperform equity funds that use other investment sInvestment Risk: Value stocks may perform differently from the market as a whole and following a value - oriented investment strategy may cause the Portfolio to at times underperform equity funds that use other investment sinvestment strategy may cause the Portfolio to at times underperform equity funds that use other investment sinvestment strategies.

If you've decided on a long - term investment strategy that includes equities, and have selected solid investments with fundamentally strong track records, then the emotionally charged stock market climate today shouldn't sway you away from your current set up.

The fund combines a portfolio of domestic and foreign equity securities, including emerging markets securities, with the use of alternative investment strategies to provide growth with lower volatility.

That argument is that since correlations in the U.S. equity market are declining (perhaps as a consequence of the Federal Reserve tapering its support of the Treasury market), stock selection strategies will perform better than in a more macro-driven investment environment.

Equity (Stock) Risk, ETF and Mutual Fund Risks, Fixed Income Risks, Credit Risk, Duration Risk, Interest Rate Risk, Liquidity Risk, Reinvestment Risk, Index Investing Risks, Master Limited Partnerships (MLPs) Risks, QDI Ratio Risks, Real Estate Investment Trusts (REITs) Risks, Failure to Implement, Financial Risk, Company Risk, Core + Satellite Strategies Risk, Inflation Risk, Market Risk, Political Risk, Technical Analysis Risk.

Global macro managers still rely on economic and political events to generate the conditions that present attractive trades across the capital markets — equities, fixed income, currencies, and commodities — but in today's world, the strategies we use to spot attractive investment opportunities have become more systematic.

Baird Equity Asset Management comprises focused teams of investment managers and analysts who have worked together for decades, honing their strategies across different market environments while developing unique, long - term perspectives within their investment styles.

Investment in The Fund is suited to those investors who want exposure to an investment strategy whose returns will reflect the security selection skills of the Manager, and will be largely uncorrelated with movements in the broader equiInvestment in The Fund is suited to those investors who want exposure to an investment strategy whose returns will reflect the security selection skills of the Manager, and will be largely uncorrelated with movements in the broader equiinvestment strategy whose returns will reflect the security selection skills of the Manager, and will be largely uncorrelated with movements in the broader equity market.

Prior to joining SSGA, Kathleen worked in Equity Product Management at Wellington Management, conducting independent risk oversight and developing investment product marketing strategy.

The index is designed to replicate an investment strategy that establishes either long or short positions in certain of the 500 largest U.S. market cap equities (the «Universe»).

Employing such investment types can go hand in hand with a more simplified in - retirement portfolio strategy: Because broad - market index funds provide undiluted exposure to a given asset class (a U.S. equity index fund won't be holding cash or bonds, for example), a retiree can readily keep track of the portfolio's asset allocation mix and employ rebalancing to help keep it on track and shake off cash for living expenses.

The Credit Suisse 130/30 Large Cap Index is designed to replicate an investment strategy that establishes either long or short positions in certain of the 500 largest U.S. market cap equities (the «Universe»).

Alternative investment strategies may include long / short and market neutral strategies; bear market strategies, tactical strategies (such as debt and / or equity: foreign currency trading strategies, global real estate securities, commodities, and other non-traditional investments).

XEF will commence implementing its investment strategy by investing primarily in equity securities of companies from Europe, Australia and the Far East that are included in the MSCI EAFE Investable Market Index (the «XEF Index»), such that the resulting portfolio will have characteristics that closely match the characteristics of the XEF Index.

Filed Under: Investing Tagged With: Barbell Investment Strategy, Barbell Strategy, Investing, Nassim Taleb, Portfolio, Private Equity, Stock Market, Trading Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

The addition of CVP represents another step in New York Life Investments» effort to offer a broad range of alternative investment solutions that now include private equity, mezzanine, equity co-investing, middle market lending, real estate, hedged strategies and real assets.

Based in Hong Kong, Rayliant Global Advisors is an investment management firm focused on smart beta strategies tailored to the Asian markets as well as Chinese equity strategies targeted at foreign institutional investors.

Fiera Capital's European Division is a specialist asset management group, providing a range of investment strategies in emerging markets, with a focus on equities.

Franklin Templeton Global Allocation Fund seeks total return by investing in a diversified portfolio of equity and fixed income securities supplemented by a tactical investment strategy, which may include cash and financial derivative instruments designed to allow the Fund to adjust its exposure to asset classes, geographic regions, currencies and market sectors.

Based on our Defined Risk Strategy, the Swan Defined Risk Foreign Developed Fund is an absolute return type, risk - managed approach to asset allocation designed for growth investors and based on investment in an equity index ETF (EAFA) of developed foreign markets.

Through practical experience, Brandywine has determined that value - style investing — whether in equity or fixed income markets, in the US or internationally — can provide excellent risk - adjusted returns over full investment cycles, and it is a particularly important strategy in today's global markets.