Sentences with phrase «more bond investments»

Instead of shifting between active and passive products, consider a more conservative asset mix that might include fewer stocks and more bond investments.

Not exact matches

It's not unusual to see companies trading well above 20 times earnings these days, especially more bond - like businesses, such as dividend - paying consumer staples, utilities and other defensive equities, says Arthur Heinmaa, chief investment officer at Cidel Asset Management.

With the Fed likely to signal more rate hikes, Sit Investment Associates» Bryce Doty foresees bumps ahead for bonds.

More specifically, investors have sought the potential for higher returns from riskier assets like private company stocks, as safer investments like T - bills and bonds pay out next to nothing.

BRVM aims to attract more institutional investors including pension funds to increase investment in its bond market and lessen its dependence on bank liquidity.

Investment - grade corporates pay about two percentage points more than short - term government bonds, and they're less risky than they used to be.

«What we're doing is reducing exposure to more cyclical industrial corporate credit risk around the globe — high yield bonds, bank loans, investment - grade corporate bonds,» said Collins.

«Banks could hold more equities and investment funds instead of holding government bonds,» Taguchi told CNBC.

If you're 60 years old and getting ready to retire in the next couple of years, then yes, volatility is scary, and you need to think about moving your nest egg into more stable investments (like bonds or real estate).

More from Investor Toolkit: Bonds aren't always safest bet for every investor's portfolio Separating fear and greed from your investment decisions The top 10 investment ideas for 2017: UBS

«You need to do the same diligence you would with any kind of financial investment,» says Ken Kirsner of Bank of America, who has helped underwrite more than 200 nonprofit bond issuances around the country.

This can allow you to more easily compare the return you are actually earning from the underlying company's business to other investments such as Treasury bills, bonds, and notes, certificates of deposit and money markets, real estate, and more.

The biggest disadvantage of buying a Treasury bond is that the interest rate could rise during its term, which means your money might be tied up in an investment that pays 2.75 percent interest when you could be getting 4 percent or 5 percent — or more.

Learn more about how to spread out your mix of investments between stocks, bonds, cash and alternatives here.

This leaves us roughly in the same position that we started the year, slightly overweight to spread product, i.e., investment - grade and high - yield corporate bonds and emerging markets (more recently, we also went back to a slight overweight on commercial mortgage - backed securities).

We trade all fixed income assets, with a focus on more illiquid situations, from high yield, distressed and investment grade bonds and convertible bonds to public and private corporate securities and leveraged loans.

In a zero - interest rate world (Figure 7), these provide yields that are much higher than those found in more conventional investments like U.S. Treasury bonds or money market accounts.

Given we're near all - time highs and the stock market moves much more violently than the bond market, the logical conclusion is to shift some of our investments out of stocks and into bonds.

The fund can purchase securities of any credit quality, including those in default, but it will primarily invest in investment - grade debt, with no more than 20 % of the portfolio invested in junk bonds.

For bond investors with a medium - to long - term investment horizon, things are more complicated.

Higher rated bonds, known as investment grade bonds, are seen as safer and more stable investments that are tied to corporations or government entities that have a positive outlook.

Instead, I believe it's prudent to extend allocations in other bond sectors and exposures that offer similar interest - rate sensitivity to Treasuries, but with more compelling investment cases.

But keep in mind: More interest rate sensitive bonds generally have higher yields, so moving to a shorter duration investment could result in less income.

Once you make the common sense decision about how you are going to allocate your money between stocks and bonds you can get more creative with your investments if you would like to be more hands - on with them.

Put more tax - efficient investments (low - turnover funds like index funds or ETFs, and municipal bonds, where interest is typically free from federal income tax) in taxable accounts.

My question is, our financial adviser advised against contributing more than what my husband's company will match in his 401K because they only match $ 900 / year and the investment options are very basic — Bond (Fixed Income) or Large Cap (equities).

She literally discussed and answered questions about all of the investing topics I have recently been thinking about — including weighing the pros and cons of placing all of your bond investments into tax - deferred accounts, why Vanguard decided to recently increase their recommended stock allocation to include 40 % international stocks, and how more investors using REITs (real estate investment trust funds) to balanced their portfolios and mitigate risk.

The Barclays U.S. Aggregate Bond Index is a market value — weighted index of investment - grade fixed - rate debt issues, including government, corporate, asset - backed, and mortgage - backed securities, with maturities of one year or more.

The investment minimums for most bond funds are low enough that you can get significantly more diversification for much less money than if you purchased individual bonds.

Another way to facilitate green investments is for rich governments to buy down interest rates, which makes it more attractive to issue green bonds.

Traders have pulled more than $ 1.8 billion from two junk - focused ETFs just in the past week: the iShares iBoxx $ High Yield Corporate Bond -LRB-- $ 1.06 billion, most of any ETF) and the SPDR Barclays High Yield Bond -LRB--765.4 million, the second most), while also redeeming $ 577.4 million (the fourth most) from the iShares iBoxx Investment Grade Bond ETF, according to FactSet and ETF.com.

As the target date approaches and passes, the mix becomes more conservative, with the manager slowly reducing the portfolio's exposure to stocks in favor of bonds and money market investments.

However, note that some fixed income investments, like high - yield bonds and certain international bonds, can offer much higher yields, albeit with more risk.

Higher rates also make investments like bonds, which pay interest, more compelling to investors.

Moreover, a sustained move toward higher inflation is a risk to most investors and investment strategies, given that rising inflation has historically been a drag on equity and bond returns, making diversification beyond mainstream asset classes more critical.

While this company's bond did not directly invest in increasing fossil fuel output, refineries are still processing fossil fuels and any investment in making refineries more efficient, as this bond is aiming to, will likely extend plant operating lifetimes and therefore indirectly increase emissions over time.

Investment grade bonds are considered to be lower risk and, therefore, generally pay lower interest rates than non-investment grade bonds, though some are more highly rated than others within the category.

What this means is, Bitcoin is different from more conventional investments like stocks, bonds, and real estate.

Investment grade vs. non-investment grade (high yield) Corporate bonds are generally rated by one or more of the three primary ratings agencies: Standard & Poor's, Moody's, and Fitch.

Yields and market values will fluctuate, and if sold prior to maturity, bonds may be worth more or less than the original investment.

$ 750,000 of the $ 2,263,319 was invested in conservative investments (bonds, mortgage pay down, and home improvement) that should return 4 % or more gross a year.

With an IRA, you have many more investment options — basically any stock, bond, mutual fund or exchange - traded fund offered by your brokerage.

Retirement accounts, which are tax - advantaged, will have more investment - grade bonds.

In turn, the hedge fund pushed riskier bonds that would make the investment more likely to fail.

Your IRA's rate of return will then be based on the investments you choose — or more specifically, on how much you invest in stocks versus bonds and how those markets are doing.

Many people put more of their investments into bonds as they get older because bonds are traditionally more stable than stocks.

While yields on government bonds remain unattractive, according to Stopford, investment - grade corporate bonds offer a modest pickup in yield — and high - yield bonds, a more significant advantage.

But with long - term bonds and non-cyclical equity sectors trading at historically extreme valuations while cyclical sectors trade at valuations below their long - term average, we think that risk aversion is creating numerous investment opportunities for investors willing to build a portfolio of more economically sensitive companies.

When thinking about your fixed income investment options, bear in mind that over the past several years, traditional bond funds have become much more correlated to stocks.

As part of PowerShares's BulletShares investment - grade suite, BSCM behaves more like a bond than a typical bond fund.