Sentences with phrase «of bond performance»

We can use these characteristics and our dataset of bond performance during equity bear markets to run a what - if analysis on possible outcomes.

Not exact matches

Comments: «In 2013, it will likely be the change in valuation that drives most of the performance of stocks, and the sentiment shift and willingness to take on risk reflected in that movement will be meaningful for bonds as well.

The company declined to comment on the performance of its bonds or its credit ratings.

«The pricing and performance of the new issues this week indicates the demand for bonds has remained strong despite the broader market weakness,» Yuriy Shchuchinov, credit strategist at BofAML, said in a note to clients.

Watch how he uses live video to build a bond with his audience and take them behind the scenes of his performances

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

Then after six to 12 months of strong stock performance, the split ends up closer to 85 percent stocks, 15 percent bonds.

Bond traders also keep an eye on the VIX, a measure of stock - market volatility, since it has historically been highly correlated to the performance of stocks: rising when stocks sell off and falling when stocks rally.

In both stocks and bonds, we believe the performance potential in emerging markets will exceed that of developed markets over the next five to 10 years.

But that relationship has been tested over the life of this bond bull market that saw double digit interest rates fall over the past 30 + years, boosting the performance of long - term bonds.

As you can see in the chart below, based on investment performance for the 35 - year period beginning in 1972, a hypothetical balanced portfolio of 50 % stocks, 40 % bonds, and 10 % short - term investments would have done quite well for a retiree who limited withdrawals to 4 % annually.

The Company also agrees that Parent shall not be required to provide any bond or other security in connection with any such injunction or order or decree of specific performance or in connection with any related legal proceeding.

Long - term bonds are up almost 9.5 % a year over the past 30 years, an amazing run of performance (stocks are at 11.2 % annually).

Earlier this week I covered investing in bond funds, but I didn't spend too much time addressing the performance of actively managed bond funds -LSB-...]

Take a look below at the historical performance of stocks and bonds versus inflation.

High - yield bonds delivered another year of strong performance in 2017, with the benchmark Bloomberg Barclays US Corporate High Yield 2 % Issuer Capped Index returning 7.2 % as we approached year - end.

Learn about some of the performance trends of the Vanguard Total Bond Market ETF, and discover which times of year the fund has performed at its best and worst.

Moderator Sumit Desai of Morningstar began the panel discussion Tuesday by framing high - yield bond growth and volatility, both in performance and assets.

After dismissing the bond market's performance over the past 30 years as well, he concluded, «The primary magic potion that policymakers have always applied in such a predicament is to inflate their way out of the corner.

Consider the performance of 3 hypothetical portfolios in the wake of the 2008 — 2009 financial crisis: a diversified portfolio of 70 % stocks, 25 % bonds, and 5 % short - term investments; a 100 % stock portfolio; and an all - cash portfolio.

The Ibbotson U.S. Intermediate - Term Government Bond Index is a custom index designed to measure the performance of intermediate - term U.S. government bonds.

Consider the performance of 3 hypothetical portfolios: a diversified portfolio of 70 % stocks, 25 % bonds, and 5 % short - term investments; an all - stock portfolio; and an all - cash portfolio.

The Bloomberg Barclays U.S. Aggregate Bond Index measures the performance of Investment Grade securities and is selected by a Market Value process.

Barclays U.S. Aggregate Bond Index is a broad - based, market - value - weighted benchmark that measures the performance of the U.S.dollar - denominated, investment - grade, fixed - rate, taxable bond marBond Index is a broad - based, market - value - weighted benchmark that measures the performance of the U.S.dollar - denominated, investment - grade, fixed - rate, taxable bond marbond market.

Bond funds typically own a number of individual bonds of varying maturities, so the impact of any single bond's performance is lessened if that issuer should fail to pay interest or princiBond funds typically own a number of individual bonds of varying maturities, so the impact of any single bond's performance is lessened if that issuer should fail to pay interest or princibond's performance is lessened if that issuer should fail to pay interest or principal.

The Direxion 30 - year Treasury Bull 3X ETF ($ TMF), an index that tracks the performance of long - term US government T - bonds, has been in a long - term uptrend since February of 2011, but has been in an intermediate - term downtrend (correction) off its highs since July of 2012.

The performance of a bond fund is determined by the performance of its underlying investments, but there are a few factors specific to bond funds that will affect its performance and your investment.

The overall performance of convertible bonds tends to lie somewhere in between traditional stocks and bonds.

That style, along with investors outflows and a weak performance by the flagship Pimco Total Return Fund, which Gross had built into the world's largest bond fund by assets, were also the subjects of much negative press in 2014.

The Bloomberg Barclays U.S. Treasury STRIPS 20 - 30 Year Equal Par Bond Index measures the performance of Treasury securities and is selected by a Market Value process.

In terms of performance, the historical correlation between a global green bond and a global aggregate benchmark is very strong, more than 90 %.

That means keeping enough liquidity in cash equivalents and high quality bonds to survive periods of below average performance and bear markets.

In the ordinary course of business, HP may provide certain clients with subsidiary performance guarantees and / or financial performance guarantees, which may be backed by standby letters of credit or surety bonds.

Here you can see that rate increase along with the performance of these bonds over that period:

Bond performance surprised everyone, especially given how tight rates already were at the start of the year and expectations of rising rates.

A downgrade in the credit rating of a bond by the credit agencies can affect bond performance as well if institutional investors are forced to sell because of restrictions on the credit quality of the bonds they're able to hold.

I recognize that the Fund's performance may meaningfully deviate from the performance of the Barclays U.S. Aggregate Bond Index.

Historically, different combinations of valuation, market action and other factors have been accompanied by significantly different bond market performance in terms of return / risk.

They assess the performance of stocks, bonds, and other types of investments.

Performance varies greatly for bonds of different credit qualities, but even during the worst bear market for bonds, the 40 - year period of rising rates from 1941 to 1981, the worst 1 - year loss for the Bloomberg Barclays US Aggregate Bond Index was just 5 %.

An index is a collection of specific stocks or bonds that the industry uses as a benchmark for investors (like mutual funds) to measure how their performance stacks up against the «overall market segment» performance.

These performance numbers don't account for inflation — which can be an important consideration when evaluating investment performance, but they do illustrate the different magnitudes of price swings between stocks and bonds.

With 40 percent of its assets, the fund seeks to track the investment performance of a broad, market - weighted bond index.

For example, the performance of U.S. equities, global discretionary and materials stocks, Japanese government bonds and copper all line up with the market being within a 12 - month peak.

Once you gain access, though, you have to post what is called a performance bond, which is an amount usually around 2 - 5 % of the value of the contract.

The Bloomberg Barclays Rate Hedged U.S. Aggregate Bond Index, Negative Five Duration measures the performance of Investment Grade securities and is selected by a Market Value process.

The payout is -2 X the daily performance of the ICE U.S. Treasury 20 + Year Bond Index.

Bonds help lower the volatility of a portfolio while stocks provide the upside performance.

From a «consensual positioning» perspective which touches on this current «mean - reversion dynamic in the marketplace: say this big bond rally were to gather steam into a much more punishing squeeze of the «all - time» UST short base (largely due to the previously mentioned lack of «tolerance» for beginning of year performance pain).

It is also expected that the performance drop would be minor, since GEM was only in bonds 20 % of the time over the past 43 years.