Sentences with phrase «more exposure to equity»

When it comes to investments, policyholders can either opt for high - risk funds that provide more exposure to equity, or debt - oriented funds that are relatively risk - free.

I'd add this to the list of factors supporting more exposure to equities, including our expectations of a synchronized global earnings recovery and sustained economic expansion.

Not exact matches

«In the early years, for one fund family, you'll find more «risky» equity exposure to growth - oriented stocks, but toward the later years, it's more value - oriented equity exposure,» said Aaron Pottichen, president of retirement services at CLS Partners in Austin, Texas.

This is interesting as more and more private equity firms have increased their scrutiny of public & private companies they invest in or might invest in to decrease their exposure to areas that could bring controversy.

More specifically, investors are putting their money to work in markets outside the U.S. Of the $ 97.2 billion of net new assets raised in the first quarter, over $ 70 billion went into equity funds with international exposure.

If I had no other investment alternatives, I'd probably have more exposure to public equities.

This may sounds incredibly risky given my 5 year time horizon to retire at the age of 35 then you would be right — but she recommended that I diversify my equity exposure to include more international stocks (which I am doing more research on) and pull back on my bonds.

«For the most sophisticated investors and traders, inverse ETFs, put options or shorting individual stocks could be an appropriate strategy, while for the more conservative investor, positions in the defensive sectors could be a good choice, allowing overall exposure to equities while striving to limit potential downside risk,» he says.

If and when a slump arrives, investors who have more exposure to VC and private equity firms will have a hard time extracting their money quickly, just as they did during the financial crisis.

Mordy, on the other hand, chose a more diversified mix of ETFs, with no exposure to U.S. equities.

In addition, SMART Saver women have less of their assets in cash (56 %) than other Canadian women (66 %), and are far more likely to have portfolio exposures to equities, bonds and investment properties.

This could be an opportunity for investors to consider reevaluating their market exposure and potentially shift to more value - oriented equities, or simply wait it out in their current positions.

The percent of your portfolio devoted to options gives you a floor on your possible exposure to massive losses in the equity market — you can not lose more than 10 - 20 % in any given year.

Saudi Arabia's own 10 - year U.S. dollar sovereign bond currently yields more than 4 percent, suggesting that investors wanting exposure to the kingdom could achieve a relatively high payout without owning Aramco equity.

Arts education today is more than instruction: it is also a barometer of our willingness as a nation to provide equity through our public institutions.I applaud Rocco Landesman for bringing his important message directly to Secretary of Education Arne Duncan at their joint appearance at the Arts Education Partnership: «Arts exposure is fine, but unless students are prepared for the art, unless teachers are integrating the art into the student's overall learning for the year, it remains exposure, not education....

The goal, in part, is to increase educational equity — providing guidance so students in rural districts and districts lacking resources can get more exposure to blended learning.

The more professional your video productions look, the more likely they are to be picked up by other video services, giving you even more exposure, free book publicity and brand equity.

This reflects the likelihood that the unconstrained portfolio will contain more credit and equity exposure, both of which add to the overall riskiness of a portfolio.

Until the developed stock markets retreat from record levels of valuation, we expect to have less portfolio exposure to equities going forward and more exposure to event driven situations such as liquidations and reorganizations that are not so dependent on the vicissitudes of the stock market for their investment return.

The equity ETFs in the Complete Couch Potato give investors exposure to about 10,000 stocks in more than 40 countries.

In a large RRSP, therefore, it may be significantly more cost - effective to hold US - listed ETFs for your foreign equity exposure.

A portfolio with 90 % exposure to equities is going to feel like being in a Formula 1 race car, while a portfolio of 90 % high - quality fixed income might feel more like riding in a horse - drawn carriage.

Most retirees should have limited exposure to the stock market, so if you're a retiree with a high percentage of your portfolio in equities, you may want to sell some of your stocks and add more Canadian bonds.

Sally Brandon — Well we had her retirement account that we were managing and she was in a pretty aggressive portfolio but there was a little bit more room to take on a little bit more equity exposure.

And while active and passive series generally have similar average equity glide paths, active series tended to have more diversified bond exposures at the sub-asset-class level than passive ones.

We continue to emphasize equity - related opportunities that help diversify U.S. exposure and believe we hold more EM and other non-U.S. exposure than most other providers.

In order to balance them, the strategy must own more dollars of the long sleeve, creating the impression that it has net long equity exposure.

It gains exposure to asset classes by investing in more than 100 futures contracts, futures - related instruments, forwards and swaps, including, but not limited to, equity index futures and equity swaps; bond futures and swaps; interest rate futures and swaps; commodity futures, forwards and swaps; currencies and currency futures and forwards, either by investing directly in those Instruments, or indirectly by investing in the Subsidiary that invests in those Instruments.

With increased exposures to equities and high yield bonds, this portfolio was able to capture more of the positive performance in these asset classes.

I'd also add that while more exposure to stocks does generally equate to higher long - term returns, no one should take that as an invitation to just load up on equities.

Both Bengen and Blanchett's research suggests the optimal equity exposure for a 30 - year time horizon is approximately 50 % -60 %, a time horizon stretched to 40 + years merits a slightly more aggressive 60 % -65 % equity exposure — Michael Kitces

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.

As a result, I believe it makes sense to increase your equity exposure a little compared to what you might have done when bonds were more attractive, and to balance that by choosing conservative stocks that carry less risk than the overall market.

If you want to take a more hands - off approach, you are better off with a broad - based international equity fund that provides exposure across several countries.

They also allow you to more easily execute a sector rotation strategy and tactically adjust your equity portfolios in order to increase exposures to sectors you feel have the best return potential.

This demonstrates that as high yield and emerging market bonds have more exposure to credit spreads than duration risk, they tend to exhibit more equity - like properties and a strong correlation with equity volatility.

Cautious would be a more appropriate description for downshifting from 70 % equity exposure to 50 % equity exposure.

Wanted to reduce equity exposure and couldn't stomach any more intermediate term bonds.

In this webinar, sponsored by Scotia iTRADE, and presented by Bianca Baumann, attendees will learn about how Canada makes up less than 5 % of global equity markets yet most Canadian investors have much more domestic equity exposure than that and thus are heavily exposed to volatile sectors like materials and energy.

For example, a single - factor smart beta product may be used as part of a completion strategy in order to lend more exposure to lower beta stocks to an equity portfolio with a higher risk profile,» explains Mellon Capital.

His guidelines appear to be an equity exposure of not less than 25 % and not more than 75 %, with the balance in bonds or cash.

Even if the sample investor retires at 65, she could have a retirement period of 25 years or more, meaning she'd need a large equity exposure to battle inflation.

NPS portfolios are restricted to have more than 50 per cent exposure to equity.

In comparison to traditional retirement schemes such as EPF and Public Provident Fund, which refrain from investing in stocks at all, NPS is the best as it is a lot more flexible in terms of equity exposure.

Exposure to equity can not be more than 50 %.

NPS also has proven to be more flexible when it comes to exposure in the equity market.

Through CMBS, off - shore investors are able to achieve broad exposure to a wide assortment of sponsors, asset classes and geographic regions that are more senior to, and more conservative than, the corresponding equity.