Sentences with phrase «most other investment assets»

Cash has a zero correlation with most other investment assets and provides a means to preserve capital in bear markets.

Not exact matches

Some of the most common other assets include cash value of life insurance, long - term investment property and compensation due from employees.

«In Canada as in the U.S. and Europe, the most common question investment consultants are asked by clients about ESG is whether an ESG - based approach will negatively impact investment performance,» said Andrew Sweeney, Institutional Portfolio Manager at RBC Global Asset Management Inc. «This and other data from the survey reveal a high level of interest and curiosity about responsible investing, including areas of significant uncertainty.

Mr. Bannon's most valuable asset was Bannon Strategic Advisors Inc., a privately held consulting firm into which income from his other investments appeared to flow.

a person, other than an individual or investment fund, that has net assets of at least $ 5,000,000 as shown on its most recently prepared financial statements,

You want to own assets that tend to move opposite of most other investments.

One of the most notable features of the global financial crisis (GFC) of 2007 — 2009, from an investment perspective, was the way seemingly unrelated asset classes moved in tandem with each other.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

This younger crowd also seems the most pessimistic: only 13 % said they expected stocks to outperform other asset classes in 2013, and 59 % said they were planning to make their investments more conservative this year.

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.»

Tom presents Caution: Don't Always Invest Based on Others Predictions posted at StupidCents, saying, «The most important decision when it comes to you investments should be asset allocation, or the allocation of your portfolio to stocks and bonds.»

At the most basic level, asset allocation simply refers to the way your money is divided across different investments, such as stocks, bonds, real estate, and other subcategories like large, mid-sized or small companies.

Despite macroeconomic conditions, bonds in general have seemed to be the most attractive asset type that fits within the insurance industry's investment strategy, perhaps due in part to the profile of insurance industry liabilities, among other reasons.

With that combo, you're guaranteed to outperform most other investors with a similar asset allocation, because their results will be dragged down by their higher investment costs.

Also, because the conclusions of the Bekaert and Wang appear to be broadly representative of most of the other recent studies I found, I use their results below to compare the inflation hedging ability of several investment assets.

Wheelock & Company, Brookfield Asset Management, all mutual funds, most other Registered Investment Companies (RICs), and virtually all hedge funds.

According to Barclay Hedge, one of the oldest and most respected providers of alternative investment data, out of the total $ 1.78 trillion invested in alternative investment strategies Managed futures is now # 1 surpassing all other investment strategies based on assets under management.

Even if you still have a couple of decades to retirement and most of your non-retirement investments in stocks, weight your retirement account a little more heavily to bonds and other assets.

Precious metal prices are generally more volatile than most other asset classes, making investments riskier and more complex than other investments.

Many lawyers will help with real estate, but most other assets (like investments) will require special forms from the company that manages them.

Most investors will deal with stocks and bonds primarily for their retirement accounts, but it is not uncommon to see real estate or other investments listed in an asset allocation plan.

Most portfolios contain the same basic assets: equities, bonds, cash, and other asset classes such as Real Estate Investment Trusts.

Most of these come dressed in suits: brokers and other investment salesmen with plausible ways to make assets stretch further.

With other asset - based companies, e.g. investment funds, I prefer to see leverage limited to 20 - 30 % at most.

Mr. Bannon's most valuable asset was Bannon Strategic Advisors Inc., a privately held consulting firm into which income from his other investments appeared to flow.

Because of the difficulties buyers and sellers have responding to market opportunities such as rising prices or a plentiful selection of homes for sale, real estate is considered a less «liquid» asset than securities, collectibles, precious metals and most other investment options.

It also means that if you are a skilled negotiator or experienced at turn key real estate investing (or both), it's entirely possible that you can negotiate a price that is considerably lower than the intrinsic value of the asset, which is impossible with most other types of investments.

Those give you 1) the highest return on your investment of any other commercial asset class, 2) the most control over expenses, and 3) the easiest management of anything (how hard is it to manage dirt?