Sentences with phrase «movements of a market index»

Adjustable rate mortgages (ARMs) or Variable rate mortgages (VRMs) refer to mortgage loans (loans secured by real estate) in which the interest rate is adjusted at pre-determined regular intervals according to the movements of a market index rate, as opposed to being fixed throughout the term of the loan (as is the case in fixed - rate mortgages).

Not exact matches

This resulted in a much more interesting index, one that competes well with other favorites in terms of volatility and correlation to broad market movement.

To reduce costs (and to keep things simple), stick to index funds, low - cost mutual funds designed to track the broader movement of the stock market.

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 reality is that rising volatility as measured by the CBOE Volatility Index, or VIX, «is only a reflection of volatile movements in the market — it is not a predictor of future returns,» David Kotok, the head of Cumberland Advisors, sent in a Friday note written by Leo Chen Ph.D. to the wealth management firm's clients.

That opportunity is to attract or retain the business of public pension funds and union related funds (which control approximately $ 3 trillion in assets), the institutional leaders in the shareholder empowerment movement, which are shifting their portfolios away from high cost, actively managed mutual funds and hedge funds to low cost indexed funds, the kind of funds that the top 10 largest mutual fund advisors dominate in terms of market share.

With the increasing popularity of ETF's and Index Funds it's likely even more investors in the future will be basing their decisions on the movement of «market prices» as opposed to company fundamentals.

Near the end of speculative runs, the market's most glamourous concept stocks often carry significant market capitalizations, and therefore drive movements in the capitalization - weighted indices without broad participation from the rank - and - file.

The value of closely held companies adjusts daily based on market moves for peer companies or by applying the market movement of a relevant industry index.

Indexed universal life policies credit interest based in part on the upward movement of a major stock market index, subject to certain limitations.

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.

With ForeAccumulation, you receive accumulation of earnings on a tax - deferred basis, the reliability of guaranteed protection against market losses, the opportunity to capitalize on positive movement of an index and the dependability of knowing you have the opportunity for your money to grow faster than with traditional deposit products.4

In addition to market indexes and ETFs, the movement of stock prices of four main companies in the financial services sector — Wells Fargo, J.P. Morgan Chase, Berkshire Hathaway and Goldman Sachs — are also sometimes utilized as benchmarks for the entire sector.

As an indexed universal life insurance policy, Lifetime Builder Elite calculates and credits interest based, in part, on the upward movement of major stock market indices.

The extent of the initial plunge raised new fears that some investors who tend to track past price movements of stock indexes would conclude that the nine - year - old bull market has run its course, making the recovery later in the day somewhat important from that perspective.

The mayor has been clear all along that we need to have indexing to deal with the realities of the expense and the labor market here in New York, and we feel confident that we can get some movement on that this year,» Ms. Glen said.

Don't get me wrong, consumer sentiment plays an important role in the movement of the capital markets, so much that it has even been quantified by the experts (for example, the University of Michigan Consumer Sentiment Index), but I strongly believe that involvement decisions should start with fundamental bottom - up company analysis.

However, many of the best - known indexes tend to be weighted on market capitalization, which increases exposure to movements in the biggest holdings, somewhat undoing diversification.

Since the largest part of the Cost Of Funds index is interest paid on savings accounts, this index lags market interest rates in both uptrend and downtrend movementof the Cost Of Funds index is interest paid on savings accounts, this index lags market interest rates in both uptrend and downtrend movementOf Funds index is interest paid on savings accounts, this index lags market interest rates in both uptrend and downtrend movements.

Circuit breakers: Trading halts, curtailment of automated trading systems and / or price movement limits used by the exchanges to attempt to prevent the free - fall of stock or stock index futures markets.

Indexed universal life insurance is a type of universal life that credits interest based in part on the upward movement of a major stock market index.

Consider a typical TSX ETF that gives you exposure to movements in an index of stock prices in an emerging market.

I wonder how much of the data with the inflows / ourflow chart changes from active to index, is the movement from active managers which were plus or minus 5 - 10 % of the index in their holdings (what I refer to as a dressed up index fund being marketed as an active manager).

A «Bear Trap,» which takes its name from the «Bear Market,» indicates an incorrect indication that the rising movement of an index or a stock has started a serious reversal — but it has not.

For example, consider a typical ETF that gives you exposure to movements in an index of stock prices in an emerging market.

It can provide much more insight into the movements of the market that the market Index.

Some days, the price of many stocks will rise or fall sharply at the same time, causing wild movement in entire stock - market indexes.

Indexed universal life policies credit interest based in part on the upward movement of a major stock market index, subject to certain limitations.

More and more, I've become a fan of index funds — mutual funds built to track the broad movements of the stock market.

While IUL policies can boost the performance of your cash account over that of traditional UL, the restrictions on how much you can benefit from market movements in the form of cap and participation rates should be studied carefully when considering a purchase of IUL, given their potential to limit the growth of these equity indexed accounts.

The S&P 500 is a U.S.market index that gives investors an idea of the overall movement in the U.S.equity market.

Near the end of speculative runs, the market's most glamourous concept stocks often carry significant market capitalizations, and therefore drive movements in the capitalization - weighted indices without broad participation from the rank - and - file.

Alpha, often considered the active return on an investment, gauges the performance of an investment against a market index or benchmark which is considered to represent the market's movement as a whole.

If you're going to pick just one index or market to talk about, however, you can't go wrong with the S&P 500, which offers a good indication of the movements in the U.S. market in general.

The answer is shockingly simple: Set up automatic investments into a portfolio of index funds, mutual funds designed to match the movement of the market (or a portion of the market).

A market «gapping» refers to the price movement of an asset, i.e. currencies, stock indices, commodities, etc. during a period where no trading has occurred.

A stock index represents a group of the most heavily traded stocks in a particular category, like the 30 largest industrial companies (Dow ®), or the largest tech firms (Nasdaq ®) and reflects the movement of the market as a whole, rather than one company.

If however, the whims of its players do influence the price movements of stocks, commodities, currencies or market indices, there... [Read More]

When Berkshire did the equity index put option, they exposed themselves to the risk of a mark - to - market equity movements globally.

Successful use by a Fund of options on stock indices will be subject to the ability of the Adviser to correctly predict movements in the directions of the stock market.

Percentage of the fund's returns explained by movements in the MSCI All Country World Plus Frontier Markets Index.

They may also allow you to trade certain market indices, such as the ASX 100, which aggregates the price movements of all the top 100 stocks listed on the Australian Securities Exchange (ASX).

In addition to the company offering its own declared interest rate, IUL also offers an interest option linked to the movement of a selected stock market index over a specific period of time.

That's because an IUL policy offers the potential to credit interest based in part on the upward movement of a stock market index.1 QoL Max Accumulator + also includes built - in accelerated benefit riders in the event of a qualifying chronic, critical or terminal illness, plus an optional rider for additional resources for qualifying chronic illness.

The cash value is not invested directly into the market, rather you are participating in the movement of the index based on a formula that tracks the gains (or losses) of that particular indexed account.

It also gives the insured the opportunity to earn interest linked with the upward movement of a stock market index without the risk of investing directly in the market.

It is based partly on the upward movement of a major stock market index, so when the market does well, so do you.

It also gives the insured the oportunity to earn interest linked with the upward movement of a stock market index without the risk of investing directly in the market.

Indexed Universal Life allows the owner to earn interest based on the movement of the stock market but without the risk of putting your money directly into the market.

Interest is credited to your policy via a declared fixed rate or based on a formula that tracks the movement of a selected stock market index over a particular time frame, known as a segment.