Sentences with phrase «of bond exposure»

Reducing the duration of bond exposure could help reduce rising rates risk.

In short, long - term investors should carry the majority of their bond exposure in more reliable, income - producing bonds that carry investment grade bond ratings.

Maybe shift a bit of bond exposure into provincial or corporate debt for a yield bump.

Banks in the US have always been large holders of bonds, but at the moment bank holdings pale in comparison to the magnitude of bond exposure in the mutual fund complex and bonds held at the household level.

Not exact matches

For Business Insurance and Bond & Specialty Insurance, retention is the amount of premium available for renewal that was retained, excluding rate and exposure changes.

According to the insurer's 2017 annual report, it had just under $ 5 billion of net par exposure to Puerto Rico paper, including $ 1.5 billion to the island's General Obligation bonds, as of Dec. 31, 2017.

The options advisor added that, instead of exposure to equities and bonds, investors may want to take a second look at inflation plays.

That's left a lot of junk bond fund managers with plenty of exposure to the energy sector at a time when oil prices have crashed and defaults, particularly among fracking companies, are rising.

The approach Fuerst would suggest, then, is to double one's market exposure in the November - to - April period, and then simply hold Treasury bonds in the other period of time.

Beginning in July 2013, I began slowly reducing equity exposure and am now sitting firm at 40 % with the balance in various forms of 5 yr cd's and short duration bonds.

Victory for populism, another vote against inequality, raises risk of stagflation, likely will provide one of the last great opportunities to reduce exposure to bonds.

Each fund invests in Vanguard's broadest index funds, giving you access to thousands of U.S. and international stocks and bonds, including exposure to the major market sectors and segments.

«Market volatility should be a reminder for you to review your investments regularly and make sure you consider an investing strategy with exposure to different areas of the markets — U.S. small and large caps, international stocks, investment - grade bonds — to help match the overall risk in your portfolio to your personality and goals,» says Dowd.

In contrast, bond market exposure (in the form of yield curve and spread risk) has played a relatively minor role in driving convertible bond risk and return in the recent past and seems likely to play a minor role in the year ahead, based on our model.

Bond funds work great for diversification purposes and for gaining exposure to a wide variety of markets, geographies and strategies at a low cost.

The effect of low interest rates is unimportant as long as the portfolio carries minimal cash and bond exposure.

The sector breakdown of the Bloomberg Barclays U.S. Convertibles: Cash Pay Bond Index currently has a large exposure to equity factors and sectors we are positive on, namely the momentum factor and technology, which comprise nearly half of the index (source: Bloomberg, as of 1/10/2018).

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.

Shunning Treasury bonds in the first half of the year and lightening up on interest - rate exposure turned out to be mistakes, he wrote.

This broad latitude to types and means of exposure is common among peer ETFs like BOND and TOTL.

That's why experts typically advise folks who are closer to retirement to decrease their exposure to equity risk by reducing the percentage of their investments in stocks and increasing the percentage in bonds.

A recent survey of institutional investors in Australia found that exposure to credit risk had increased in the first half of 1999 and that about half of the respondents intended to take on additional credit risk in their bond portfolios over the remainder of 1999.

Certain types of bond funds, such as broad market bond funds, are also diversified across bond sectors, providing exposure to corporate, U.S. government, government agency and mortgage - backed bonds.

As the target date approaches and passes, the mix becomes more conservative, with the manager slowly reducing the portfolio's exposure to stocks in favor of bonds and money market investments.

Espirito Santo Financial Group SA, which owns 25 percent of the lender, fell 8.9 percent before the company suspended trading earlier in stocks and bonds, saying it's «currently assessing the financial impact of its exposure» to Espirito Santo International, which has missed payments on short - term paper.

Larger gains and larger losses, basically what you should expect when you get rid of bonds and increase equity exposure.

The fund provides exposure to a broad range of U.S. mortgage - backed bonds in a single portfolio, with a net expense ratio of just 0.09 %.

This could spur some stock investors to trim their exposure and rotate into other asset classes, including not just bonds but also precious metals, which I believe might help gold revisit resistance from its 2016 high of $ 1,374 an ounce.

Most of these portfolios have exposure to stocks and bonds, which creates the risk of market fluctuation — both up and down.

One of the main drivers of this exposure stems from the bond - like characteristics of sectors usually favored by Read more -LSB-...]

Instead of the usual 2x or -2 x exposure, PPTB provides 1.25 x leveraged exposure to the Bloomberg Barclays US Aggregate Bond Index.

A lot of Vanguard Equity Income (similar to the stock portion of Wellington Fund) and Baird Core Plus for bond exposure.

But with the 50 - percent allocation in a short - term municipal bond fund, such as the Near - Term Tax Free Fund (NEARX), they were around 6 percent short of the full returns from the S&P exposure, coming in at $ 173,925.

Indeed, 97 % of institutions in the study said increased difficulties in bond liquidity have forced them to consider other vehicles, such as ETFs or derivatives, instead of individual bonds to gain exposure.

So in addition, the Fund periodically hedges its exposure to those market fluctuations, based primarily on the status of valuations and market action (price behavior, trading volume, breadth, industry action, and other asset types such as bonds, commodities, and so forth).

Dave Nadig, CEO of ETF.com and a well - known ETF expert, recently suggested as much, noting that «Duration hedging hasn't yet had its «hedge the yen» moment when investors discovered the power of currency hedging en masse, but like currency - hedged ETFs, duration - hedged ETFs may start finding a place not necessarily as core holdings, but as finely honed tools for tweaking duration exposure in a broader bond - portfolio context.»

At MFS ®, we believe a flexible, adaptable approach that includes exposure to a wide range of bond sectors is one key to generating attractive risk - adjusted returns and managing risk over full market cycles.

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.

In April, the long end of the yield curve underperformed, and as municipal bonds have more of their interest rate exposure coming from the long end, this contributed to their underperformance.

Instead of the weights of different types of bonds, investors can hone in on exposure to factors that drive portfolio performance, such as interest rate risk, credit risk, and others.

Baked into the returns of every overseas stock or bond is exposure to its local currency.

As an absolute - return strategy some consider a source of alternative exposure to bonds, QAI has gained 5 % year - to - date, bringing its total returns since inception to about 30 %.

For an ETF investor with exposure to 10 - year and longer - dated debt through funds such as the iShares 7 - 10 Year Treasury Bond ETF (IEF A-51) and the iShares 20 + Year Treasury Bond ETF (TLT A-85), this period of quiet in the fed funds rate looked like this for their portfolios:

International bonds give more diversification obviously but also a lot of exposure to currency risk.

Investors looking for exposure to developed - market, ex-US sovereign bonds of broad maturities should look no further than IGOV.

Using a combination of swaps and futures, TBT gives investors -2 x exposure to daily moves in T - bonds with more than 20 years left to maturity.

During bear markets beginning in 1980, 2000, and 2007 — the ones in which bond exposure was most helpful — the rate of inflation declined.

Moreover, exposures that could mitigate the risk of an unexpected downturn in stocks, the economy or China, such as defensive stock sectors and longer - maturity government bonds, are presently out of favor.

If you do want to adjust, then why not switch some of your LS80 into LS60, in the right proportions to increase your bond exposure to what you judge to be appropriate.

By adding alternative asset classes, we can enhance diversification by selecting exposure to factors that don't typically come from a traditional balanced portfolio of stocks and bonds.