Sentences with phrase «need exposure to equities»

Long term, I need exposure to equities to insure my portfolio keeps up with inflation and can fund my wife and I if we live to 95.

Not exact matches

Individuals seeking to maintain returns and diversified exposure to U.S. equities need to cast a much wider net than they have in the past, given the diminished number of publicly traded companies and the maturity of those businesses.

They needed to have long exposure to the equity markets.

We see muted returns across asset classes in the coming five years, as structural dynamics such as aging populations help keep us in a low - return world, and we believe investors need to go beyond broad equity and bond exposures to diversify portfolios in today's market environment.

SUMMARY It's difficult to rationalise why there should be excess returns from high quality stocks The Quality factor needs to be constructed beta - neutral to achieve positive returns Exposure to the Quality factor is an attractive hedge for an equity - centric portfolio INTRODUCTION The concept of

And perhaps it needs to be clear, too, that if people are upping their equities exposure, for longer, because of rising life expectancy, they need to expect to retire later.

My argument here is that the ability to broadly diversify equity exposure in a cost - effective manner reduces the excess return that equities need to offer in order to be competitive with safer asset classes.

Although you should reduce your exposure to risk in retirement, you still need to be invested in equities.

However, Canadians already have significant holdings in local markets through index funds, ETFs, mutual funds or direct stock holdings and need to calibrate their allocation to Canadian equities to account for the additional exposure through VEU, which at present is 5.5 %.

Either way, remember that with four years to go to university, you should cut back equity exposure by a quarter for each of the last four years, so it's mostly in cash by the time it's needed.

We see muted returns across asset classes in the coming five years, as structural dynamics such as aging populations help keep us in a low - return world, and we believe investors need to go beyond broad equity and bond exposures to diversify portfolios in today's market environment.

Now you need to see if a large - cap fund would be able to deliver the returns or should go for a multi-cap fund and reducing the equity exposure by 15 % YoY.

Hence, some stocks need to be sold to reduce the exposure to equities and bring it back to 75 percent, and subsequently use the proceeds of the sale to increase the investment in debt.

At the very least, I'd like to have some rules and necessary conditions that need to be satisfied before I would even consider reducing my equity exposure.

Note that you would need to be prepared to put up with the lower expected return during those years, and you may find it emotionally unappealing to increase your equity exposure later in retirement.

These types of firms have traditionally become ADRs for two reasons: first, to enhance their image as a world - class stock while increasing company exposure and, second, to satisfy the need for raising equity capital in markets outside of the firm's home country.

These investors have time on their side and to the extent the robo services have incorporated an IPS into their mix, there's little such clients need to do: if markets do sink a bit, they will be automatically dollar cost averaging their way into equity exposure as the weeks and months proceed into the Trump era.

: Our standard suggestion for average risk return profiled investor is to have 1 / 3rd of Equity exposure in Large Cap category (Birla Frontline Equity, ICICI Focused Bluechip), 1 / 3rd in to Multi Cap category (Franklin Prima Plus, Kotak Select Focus) & 1 / 3rd in Small & Mid-cap Space (HDFC Mid-cap Opportunities, Mirae Asset Emerging Bluechip), Rest we may need to customise based on specific needs.

When you invest in an Index Fund which gives you exposure to around 80 % to 90 % of the market, you need not to worry about further diversification within equity as an asset class.

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.

If you wish some equity exposure, you need to seek a cheaper product.

If they want equity appreciation exposure, they will have to be a partner, and to protect them you'll need to set up an entity.