Sentences with phrase «more return an asset»

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.

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.

«A truly good team can, through efficiencies, milk returns out of more difficult assets,» he says.

The lower the return on bonds, the more assets a fund needs to hold to ensure members can be paid off.

Fixed - income investors should be realistic in expecting this to be a year of relatively low returns across asset classes in general — a year in which small ball becomes much more important than swinging for the fences.

Proper asset allocation exploits the differences in correlation of those assets, thereby reducing risk proportionately more than reducing return.

Bill Ackman has seen his hedge fund's assets cut more than in half from their peak above $ 20 billion in 2015 as institutional investors flee Pershing Square's abysmal returns amid a roaring bull market.

As a result, pension funds have had to go out on the risk curve, taking more risk to glean more return by investing, in part, in assets that are not as liquid as stocks or bonds.

«Stocks certainly look more attractive than bonds, but the case for stocks versus other asset classes is less clear... «So while returns may compress from the outsized gains we have seen over the last several years, we remain constructive on equities.

That said, an asset's illiquidity does not speak to its return potential; It only means it may take more time to find a buyer to convert the asset to cash.

Investors with taxable account balances of $ 100,000 or more can expect up to 20 % of those balances to be invested in the fund, which offers greater exposure to asset classes with higher risk - adjusted returns.

The report found that banks with more than $ 10 billion of assets generally had higher returns on assets and equity, except during the worst of the financial crisis.

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

As always, more return leads to more risk but by spreading out your portfolio over a number of different assets you can continue to decrease your risk of holding only one type of investment.

The logic is straightforward: When interest rates are rising, there will be wider dispersion of returns across different asset classes, thus creating more trading opportunities for the alpha - capturing hedge fund managers.

Those returns were incredibly volatile — a stock might be down 30 % one year and up 50 % the next — but the power of owning a well - diversified portfolio of incredible businesses that churn out real profit, firms such as Coca - Cola, Walt Disney, Procter & Gamble, and Johnson & Johnson, has rewarded owners far more lucratively than bonds, real estate, cash equivalents, certificates of deposit and money markets, gold and gold coins, silver, art, or most other asset classes.

U.S. residents do in fact earn more on their assets than they pay on their liabilities, and U.S. firms operating abroad earn a higher rate of return than do foreign firms operating in the United States.

I believe you think we are heading for a long period of low returns, but still, with such a long investment horizon ahead of you, don't you think it could make sense to be more exposed to public equities, maybe in passive index funds, and trust the long term wealth building power of that asset class without so much attention to continuous portfolio rebalancing trying to anticipate short term returns?

But with faster inventory turns and no physical store assets, Amazon's return on invested capital is more than double the average for conventional retailers.

That's likely because any restructuring deal that could conceivably return the company to health required such a massive write - down in debt that debtholders hoped to get more of their money back by simply selling off the company's assets.

(Reuters)- Murphy Oil Corp (MUR.N) said it will spin off its smaller retail gasoline business in the United States, review options for other assets, pay a special dividend and buy back shares as it seeks to return more cash to shareholders.

For the rest, a better approach may be seeking more modest returns with lower volatility, via a focus on portfolio construction, risk exposures and less traditional asset classes.

Rising inflation has historically been a drag on inflation - adjusted stock and bond returns, making diversification beyond mainstream asset classes more important.

The second subcategory consists of other asset classes with shorter histories of returns that make long - term analysis more difficult.

As you can see when looking at the other asset allocations, adding more fixed income investments to a portfolio will slightly reduce one's expectations for long - term returns, but may significantly reduce the impact of market volatility.

High valuations versus history point to more muted future returns across most asset classes.

More allocations to real assets will increase Brookfield's aggregate AUM, which will trickle down into other investment metrics — revenues, funds from operations, and earnings will all increase as a result, leading to superior investment returns for their shareholders.

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.

Control asset companies produce more volatile returns for their shareholders than do investment companies not employing debt financing.

EquityMultiple would better serve a slightly more experienced investor who likes the satisfaction of owning a piece of specific assets and can enjoy a greater range of return / risk profiles.

The manager has broad discretion to change his asset allocation to maximize returns and more important, to dodge rising rates.

From record - breaking stock market returns to falling unemployment, the U.S. has no shortage of positive economic indicators, and the majority of investors say they feel confident about achieving both their short - and long - term goals, according to the latest «Morgan Stanley Investor Pulse Poll,» which surveyed more than 1,200 investors age 25 to 75 with over $ 100,000 in assets.

By contrast, the buyout asset class has never returned more capital than it has called in any time frame measured below.

In fact, I believe there will be pockets of attractive returns; we just all need to sharpen our focus on which assets will perform, and more specifically, which geographies or sectors within these asset classes will perform.

As Nobel economist (and one of my dissertation advisors at Stanford) Joe Stiglitz noted on Friday, a good part of the reason for rising oil prices is because the producers are already awash in U.S. assets, and to supply significantly more oil will just force them to accumulate more low - return assets.

Feature that I will request from The PC team are: — compare multiple scenarios (more than 2)-- show internal rate of return (this is currently fixed based on the asset allocation you have today.

We see the overall environment as positive for risk assets, but expect more muted returns and higher volatility than in 2017.

«This time around, however, the more modest increase in the stock market's valuation has been largely driven by a secular decline in the available return from «risk - free» assets.

Many local families are now returning with interest to the prospect of setting up their own single family office or otherwise more proactively managing and organizing their family wealth and assets.

Stocks are probably the most popular asset; they are more volatile and have higher risk, but they're easy to understand and have the highest potential for return.

If that's the case then the portfolio's asset allocation reflects the fact that you can take more risk on the equity side — in the hope of better returns — as long as you're not banking on those returns to enable you to live.

As a result, more and more companies are managing their operating and financial assets with an eye to shareholders» returns.

«These are also assets that may satisfy the emotional needs and passions of investors who are no longer comfortable putting more money into financial assets at zero return, but who face barriers to entry in acquiring high - value luxury items like art, or a 1955 vintage Porsche speedster or a vineyard.»

A civil war, two world wars and other conflicts, political upheavals, corporate scandals, energy crises, and a plethora of asset bubbles; despite all of this and more, American industry has prospered and the US equity market has delivered attractive long - term returns.

It has been often researched and opined that the types of assets one invests in is more important for long - term total return than specific securities selected.

While the theoretical underpinnings of modern portfolio theory are complex, there are two main objectives: Firstly, efficient portfolios capture the return of each asset class represented — nothing more and nothing less.

The Ft reports on the sharp increase in the number of wealthy Chinese acquiring UK «golden visas» that give residency in return for investing # 2m or more in assets (they can apply to settle permanently after a period of three years if they invest # 5m and after two years if they invest # 10m).

Calper's resultant return expectation has been lowered by 0.5 % to 6.5 % to reflect the more conservative asset allocation, leaving their funded status at an unimpressive 68 %.

The portfolio will autonomously maintain a diverse portfolio of up to the top 20 cryptocurrencies by market capitalization and outperform any index in any asset class by 40 % more return and 40 % less risk

With potentially 20 or more years in retirement, inflation can eat away at lower returning assets.