Sentences with phrase «of currency diversification»

The fund also offers a high level of currency diversification to offset the impact on the dollar.

Not exact matches

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

Its relatively high global position reflects the special place the Australian dollar holds in portfolios of international funds managers because of its relation to commodity prices, offering a degree of diversification from other currencies.

Considering stocks I own, I think I already reached a good diversification, with some weaknesses on the currency site, I definitely need to increase the weight of european stocks.

Diversification can notably be achieved thanks to the differences between both universes notably in terms of currency or sector exposure.

This can offer investors multiple layers of diversification, including geographical, currency, and sector, thus reducing the chances that the performance of a single stock or instability in a single country can negatively impact the performance of the entire portfolio.

While these entities» total Australian dollar raisings typically represent a small share of their overall raisings — around 5 per cent in the case of supranationals — they are an important source of credit diversification (without currency risk) for local investors.

The traders who are looking forward towards the diversification of their individual financial portfolio with the help of cryptocurrency trading, they are going to definitely enjoy the trading Bircoin, LiteCoin, Ripple and Ethreum and also BTC / USD currency pairs.

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

Many of us buy bonds as a potential source of portfolio diversification — e.g., to offset dramatic price swings from equity markets — and hesitate to add foreign currency risk.

«In fact, studies show that the effects of currency risk, progressively higher correlations (e.g. diminishing diversification), foreign taxes and costs outweigh any benefits of higher foreign stock allocations.»

They then address gold as an investment as follows: portfolio diversification with gold; gold as a safe haven; gold in comparison to other precious metals; relationships between gold and currencies; mining stocks and exchange - traded funds (ETF) as gold substitutes; interaction of gold and oil; gold market efficiency; gold price bubbles, interactions of gold with inflation and interest rates; and, behavioral aspects of gold investing.

This is just as he said a sustained diversification plan by the Buhari presidency, steadily moving away from the current mono - product economy, would increase the country's foreign exchange earnings and raise the value of Nigeria's currency.

Nigeria continues the absurdity of expending more than 30 % of scarce foreign currency importing refined petroleum products, a self - imposed malaise as we insist on subsidizing domestic fuel consumption; and crude oil and gas as a percentage of our export revenue stays at 96 % meaning beyond all the talk of diversification, current rhetoric does not match the outcomes!

«In fact, studies show that the effects of currency risk, progressively higher correlations (e.g. diminishing diversification), foreign taxes and costs outweigh any benefits of higher foreign stock allocations.»

In addition to the potential diversification benefit, the S&P 500 Dynamic Gold Hedged Index could possibly protect portfolio returns from the effects of currency devaluation.

In many circumstances, «diversification» of the currency of your savings may actually increase your risk, not decrease it.

I have no view on the direction of currency movements, but I do prefer unhedged equity ETFs, because currency diversification can lower the volatility of a portfolio, and the cost of hedging is a long - term drag on returns.

Having savings only in your home currency is relatively «low risk» compared with other types of «low diversification».

Part of the diversification benefit of investing overseas is exposure to currency risk.

There will be times that the diversification of currencies will offer some profitable rebalancing opportunities, but the additional returns will probably not change your lifestyle.

You'll learn how each fund chooses the stocks or bonds it holds, and why you should consider fees, diversification and the effect of foreign currency exchange.

To add another layer of diversification, the Complete Couch Potato avoids currency hedging for its foreign holdings.

Allocations closer to 20 % may be viewed as offering a greater balance among the benefits of diversification, the risks of currency volatility and higher correlations, investor preferences, and costs.

There is a vehicle to get the gains from foreign equity diversification that washes out currency fluctuations, at a reasonable cost in my view, in the form of iShares ETF funds XSP (S&P 500) and XIN (MSCI EAFE).

The portfolio may also utilize active currency management in both developed and emerging currencies for the generation of alpha and diversification of risk.

CC: Do you make any attempt to account for currency fluctuations (ie: If $ US appears to be on upward or downward trajectory - some still think the day of reckoning has not come for the US and its dollar) or is F / X risk just part and parcel of your foreign holdings and your global diversification accounts for portfolio allocation and exchange risk?

They generally provide broad diversification and will handle complicated issues, such as foreign tax payments and currency conversions, on behalf of investors.

«Diversification is good therefore diversification of currencies Diversification is good therefore diversification of currencies diversification of currencies is good.»

In fact, there's evidence that adding currency diversification actually lowers the volatility of a portfolio — at least for Canadian investors.

On a related note, emerging market currency appreciation can be both a great source of returns and diversification.

By adopting a global perspective, investors gain access to a larger pool of potentially great companies, more direct exposure to economic growth potential outside the U.S., the potential for exposure to less - covered (and therefore potentially more undervalued) companies, and the demonstrable diversification effects created by currency exposure (as well as the natural gives and takes of economic activity around the globe).

Further, we believe that in the long run, currency fluctuations will balance out and provide a portion of the diversification benefit of international investing.

I personally prefer using unhedged positions because (a) It is cheaper (b) In the long run, currency effects will average out (c) The value of hedging is questionable when a basket of currencies are involved and (d) While currencies on their own have zero expected return over cash, adding them to a portfolio reduces volatility and offers diversification benefits.

Currency diversification's an important component of portfolio diversification.

Currency hedging at least a portion of your equity exposure has the benefit of keeping some of your returns in the same currency as your consumption, but too much hedging removes the diversification benefit of currency eCurrency hedging at least a portion of your equity exposure has the benefit of keeping some of your returns in the same currency as your consumption, but too much hedging removes the diversification benefit of currency ecurrency as your consumption, but too much hedging removes the diversification benefit of currency ecurrency exposure.

It is typically not a good idea to hedge all of your currency exposure because because currency does offer a diversification benefit.

One is to have a globally diversified portfolio with a bias toward the local currency; while you lose some of the diversification benefits of a fully global portfolio, this is generally very easy to set up and maintain.

(I'm comfortable with the diversification that comes from holding a variety of currencies, but for investors who aren't, there are products that remove currency from the equation.)

In Unconventional Success, David Swenson — the legendary manager of the Yale Endowment — explains that currency diversification is a benefit, but only to a point.

If Canadians want to take full advantage of U.S. and international diversification, they should hold foreign equities and foreign currencies.

Negative correlation is what diversification is all about: any part of your portfolio that goes up when equities go down is a welcome addition, so exposure to these currencies is a benefit, and hedging wipes it out.

The OCM Gold Fund is designed for investors desiring diversification of their investment portfolio with a gold related asset to hedge against currency devaluation or inflation and are willing to accept the risk and volatility associated with investments in gold and gold mining shares.

The currency implications of global diversification adds another level of complication in everything and of course results in more fees to be earned by the «industry»... In my humble opinion.

I am experiencing the noted «non-correlation» of currency and equity market returns, the diversification effect.

Perhaps this additional layer of diversification to protect against currency risk is unnecessary but I just don't feel comfortable having all US and Int» l equity in USD.

What with the currency risk, currency - 0conversion fees (or hassles of avoiding them like making phone calls) and drawbacks of RRSPs (e.g. convert capital gains and dividends to regular income for tax purposes, etc), it's not surprising I often hear Canadians say they don't do much foreign diversification!

In fact, I think that exposure to several currencies is a form of diversification.

• Growth Opportunity: Gain exposure to one of the fastest - growing segments of the global economy • Diversification: Little overlap in holdings with major broad stock indices and significant exposure to non-North American stocks • Innovative Index Design: Stocks selected using a rigorous research process overseen by an advisory panel with extensive expertise • Currency hedged: All U.S. dollar exposure is currency hedged, making it a more currency efficient strategy for Canadian investors • Takeover Premiums: Companies about to experience corporate takeovers typically see their stock value iCurrency hedged: All U.S. dollar exposure is currency hedged, making it a more currency efficient strategy for Canadian investors • Takeover Premiums: Companies about to experience corporate takeovers typically see their stock value icurrency hedged, making it a more currency efficient strategy for Canadian investors • Takeover Premiums: Companies about to experience corporate takeovers typically see their stock value icurrency efficient strategy for Canadian investors • Takeover Premiums: Companies about to experience corporate takeovers typically see their stock value increase.

Therefore, Canadian investors should hold enough foreign stocks to obtain the benefits of diversification but should be wary of taking on too much currency risk.