Sentences with phrase «of bond values»

Although it makes sense to me to use bonds to try to reduce risks and volatility, what about the possible downward slide of bond values as interest rates rise over the next few years?

Not exact matches

His legal background proved invaluable in 1991, when the state of California and its insurance commissioner John Garamendi seized Raleigh's then - financial partner Executive Life Insurance Company after the value of the insurer's multibillion - dollar portfolio collapsed — a fate tied to its massive investments in the junk bond market of the go - go 1980s.

Bonds may be out of favor, but experts say emerging markets fixed income still offers plenty of value.

«Barack and I were raised with so many of the same values: that you work hard for what you want in life; that your word is your bond and you do what you say you're going to do,» Michelle Obama said in 2008.

Investing in the bonds means that as long as Tesla is worth about a quarter of its current value, «We're guaranteed not to lose money,» Palihapitiya explained.

A spike in bond yields and a clear change of direction from central banks means there isn't a lot of value in global bond markets, a fund manager told CNBC on Tuesday.

Their declining currencies against the dollar (8 - 9 percent over the past 12 months), falling stock market values since the beginning of the year and high (India) and rising (Brazil) bond yields are reflecting their funding difficulties.

One of the goals of «quantitative easing,» the Fed's program of buying Treasuries to increase monetary supply and reduce the value of bonds, was to bolster other assets relative to bonds.

It's the total earnings - per - share the market generates as a percent of the market's total value — a measure similar to the yield on bonds, where the yield rises when bond prices fall, and vice versa.

(The devaluation of the peso brought the value of his mortgage down to $ 50,000, which he was able to pay off by buying bank bonds at a 50 percent discount.)

World stocks rose 20 percent last year, significantly outpacing the average on bond markets, meaning the relative value of funds» equity holdings has increased without a single new share being bought.

Traditional stores of value include money (pounds, euros, and dollars), stocks, bonds, gold, and property.

We believe that long - term tax - free municipal bonds that offer near - 4 % yields (a 6.62 % taxable equivalent at today's top rate and 6.15 % even at the new proposed top rate of 35 %) still offer superior value.

«Bonds can be a stable reserve of value, or they can be as volatile as stock,» said David Yeske, co-founder of advisory firm Yeske Buie Inc. «I think a lot of advisors are shifting their bond allocations to shorter maturities and higher credit quality.»

It's a bit involved: you have to take the present value of each of the bond's cash flows, divide each by the total present value of all the cash flows, and then add up all of these individual durations to get the total duration of the bond.

Comparing them to a 30 - year Treasury bond of 3 % (133 % yield ratio) and 1.9 % core inflation, their value is evident.

And bonds at some well - known companies, like American Express and retailer Neiman Marcus, have been trading at 30 % of their original value.

Interest rates are at historic lows, and a sharp spike in rates could drop the value of solar bonds.

Back in 2010 it paid $ 550 million to settle charges brought by the Securities and Exchange Commission that it mislead investors into buying a so - called synthetic collateralized debt obligation named Abacus, which was made up of a bundle of financial instruments tied to subprime mortgage bonds, many of which plummeted in value shortly after the deal was sold.

Lewis, fund's chief investment officer, spent nine years at Citigroup as a director of the bank's global special situations group, a $ 5 billion prop - trading group that specialized in distressed debt, high - yield bonds, and value equity.

«If the company restructures or goes into bankruptcy, the recovery value of the bond is greater than the current price,» he wrote.)

It was a rough first quarter for bonds, which fell in value amid fears that inflation, the archnemesis of fixed - income investors, was coming back into the picture.

That's why Kaplan suggests that business owners looking for appreciation beyond the growing value of their companies speak to an investment advisor about assembling a portfolio composed of a combination of equities, real estate and hard assets and generating current income through bonds and dividend - paying stocks.

(If you write down the value of this bond — and the resulting future payment obligation — your capital level increases.)

Rebalancing involves disposing of portfolio holdings in asset classes that have risen in value and using the proceeds to buy more of your asset classes that have risen less in order to restore a desired balance between stocks and bonds.

And so the roughly 20 % drop in Deutsche's 7.5 % perpetual CoCo that has happened in just a few weeks is a manifestation of a fear not only that a missed payment will come to pass, but that Deutsche Bank could also write down the value of these bonds if its capital falls below a certain level.

Gifting «appreciated assets» — stocks, bonds or mutual fund shares that you've held for more than one year and that have increased in value — to charity often flies under the radar due to the popularity of cash donations.

This tool uses the present value of bond portfolios, adjusted for interest rate and inflation expectations, to show current retirees how much in retirement savings they need today to account for every $ 1 they need in the future, assuming they hold a portfolio made up entirely of investment - grade bonds and longer - term Treasurys.

The most widespread opinion is that the European Central Bank is going to announce a new round of bond - buying next week to try to stimulate the Eurozone economy, which will further depress the value of the euro and make the franc yet more attractive.

Type 3: The value - at - risk (VAR) shock in Japan in 2003 occurred when fears spread that the Bank of Japan, which was already doing QE before it was called QE, would taper its purchases of Japanese Government Bonds.

«Barack and I were raised with so many of the same values: that you work hard for what you want in life; that your word is your bond and you do what you say you're going to do; that you treat people with dignity and respect, even if you don't know them, and even if you don't agree with them.

One of Lampshire's most valued tribes is xBBN, an online tribe comprised of former BBN employees where shared corporate cultural norms and experiences form the common bonds that enable members to help each other with both professional and personal challenges.

Clients like Google, Facebook, Etsy, KPMG, LEGO, Adobe, Chipotle, Dannon and hundreds of others have hired us for things like employee team bonding and instilling company values.

By leveling with workers not just as subordinates, but taking a real interest in their lives, managers can begin to foster the type of culture that values social bonding.

Pomerantz represents Banco Safra SA, one of the largest banks in Brazil, in a class action against Samarco Mineracao SA, relating to the loss in value to the company's bonds triggered by the Fundão dam - burst disaster.

In addition, some investors successfully build the value of their long - term portfolios buying and selling bonds to take advantage of increases in market value that may result from investor demand.

In our terms, there are value investors for Treasuries 10: There are lots of natural buyers and sellers of interest rates, and if Treasury bonds crash dramatically someone will step in to buy them.

Without getting into preferred shares and other investments that may be up or down (Buffett does own many bonds), it is easy to drum up market value erosion of about $ 7 billion before getting into the other half of Buffett's holdings.

the stated value of an investment at maturity; includes bonds, life insurance policies, bank notes, currency, some stocks, and other securities; typically $ 1,000 for a corporate bond

the percentage of return an investor receives based on the amount invested or on the current market value of holdings; it is expressed as an annual percentage rate; yield stated is the yield to worst — the yield if the worst possible bond repayment takes place, reflecting the lower of the yield to maturity or the yield to call based on the previous close

Here we see that the present value of our bond is equal to $ 95.92 when the interest rate is at 6.8 %.

It could be financed through government issued bonds and / or government issues a series of pass through securities to track home values in all major metropolitan areas.

In today's convertible bond market, the key driver of returns relates to the value of the underlying equity.

Thus, as prices of bonds in an investment portfolio adjust to a rise in interest rates, the value of the portfolio may decline.

Its underlying index selects and weights its bonds by market value, and this method yields a portfolio that aligns well with our benchmark in terms of credit tranches and maturity buckets, with the only notable difference being a slightly lower YTM.

The extent of the fallout is anybody's guess, but Greece could see the value of its bonds plummet, putting its banks in crisis, and ultimately the country could be ejected from the Eurozone.

If you own the bond fund that fell in value, you can sell it right after the fall and still buy the portfolio of individual bonds some say you should have owned to begin with (which, again, also fell in value!).

«People purchase bond funds when they are looking for a safe way to get returns,» said Charles C. Scott, president of Pelleton Capital Management in Scottsdale, Ariz. «However, bond funds can be somewhat risky when interest rates rise, and the bond funds lose some of their principal value.»

It's just a form of mental accounting to assume that you'll be able to ignore short - term losses in individual bonds with the knowledge that the principle value will be there at maturity.

If you're in for the long haul and want a guaranteed rate of return with no value loss from an investment, a T - bond might be a perfect solution.