Sentences with phrase «of equity market returns»

But in many instances — about one - third of the time in the 1949 — 2015 period we study — we observe a disconnect; that is, the sign of equity market returns and subsequent dividend growth differs.

«To me, this is a pretty good long - term predictor of equity market returns,» Mr. Kapur said on CNBC this week.

«Overall» is the entire period of equity market returns encompassing both strong and weak markets.

Not exact matches

From that sample, we seek out companies that have return on equity of at least 12 % and a beta above 1, indicating that a company is less volatile than the market average.

Investors who were underweight on the Canadian market because of negative outlooks on the Canadian dollar, oil and other commodities are returning, says Lesley Marks, senior vice-president and chief investment officer, Fundamental Canadian Equities, at BMO Asset Management.

Ramona Persaud, manager of Fidelity's Global Equity Income Fund, likes the company's «shrewd» instincts and its knack for delivering a return on capital «far superior to the market,» an average of about 27 % over the past five years.

That is, we are taking positions that try to remove the direction of equity markets, and for the most part, the direction of bond markets from returns.

After all, the former economics professor who is now president of the Hussman Investment Trust has made a name for himself by repeatedly predicting a stock market decline exceeding 60 % and forecasting a full decade of negative equity returns — and yet here we sit just 9 % from record highs, even after some bouts of heavy selling.

In reality, when investors are paying extremely high prices for each dollar of earnings that equities produce, market math dictates that future returns will be the reverse of what the bulls are claiming — extremely low.

«Several decades back, a return on equity of as little as 10 percent enabled a corporation to be classified as a «good» business — i.e., one in which a dollar reinvested in the business logically could be expected to be valued by the market at more than 100 cents.

«These homes are stores of value and they have proven over time to have a positive return without the kinds of volatility you get in equity markets.»

That being said equity markets have the highest rate of return at ~ 10 %.

In US dollar terms, UK equities have returned -5 % year - to - date, underperforming the majority of developed and major emerging markets (top - left chart).

The performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on invested

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

Additionally, we believe the more defensive sectors of the equity market such as consumer staples could underperform, along with some telecommunication companies and utilities, where returns are heavily regulated.

As part of a long - term strategy, EM equity funds offer investors the potential for greater returns than they might get if they invest exclusively in developed markets.

This week, we're tackling another of the market's favorite metrics, return on equity (ROE).

Under the Bonus Plan, our compensation committee, in its sole discretion, determines the performance goals applicable to awards, which goals may include, without limitation: attainment of research and development milestones, sales bookings, business divestitures and acquisitions, cash flow, cash position, earnings (which may include any calculation of earnings, including but not limited to earnings before interest and taxes, earnings before taxes, earnings before interest, taxes, depreciation and amortization and net earnings), earnings per share, net income, net profit, net sales, operating cash flow, operating expenses, operating income, operating margin, overhead or other expense reduction, product defect measures, product release timelines, productivity, profit, return on assets, return on capital, return on equity, return on investment, return on sales, revenue, revenue growth, sales results, sales growth, stock price, time to market, total stockholder return, working capital, and individual objectives such as MBOs, peer reviews, or other subjective or objective criteria.

Along with the steepest equity valuations in U.S. history outside of 1929 and 2000 (on measures that are actually reliably correlated with subsequent market returns), private and public debt burdens have reached the most extreme levels in history.

Macro: The Macro strategy's strongest contributions came from long equity and Energy - sector positioning as low volatility and sustained, upward trends in these markets continued driving returns throughout most of January.

Cash alternatives, such as money market funds, typically offer lower rates of return than longer - term equity or fixed - income securities and may not keep pace with inflation over extended periods of time.

The model is both objective, using elements such as volatility of past operating revenues, financial strength, and company cash flows, and subjective, including expected equities market returns, future interest rates, implied industry outlook and forecasted company earnings.

While we are encouraged by specific trends, and the momentum in the equity markets is overwhelmingly positive, disciplined statistical analysis suggests returns may be getting ahead of themselves.

Ruedi recommended the Vanguard Total Stock Market (VTSMX) Index Fund for boomers» equity allocation; it provides a low - cost, safe investment option with a reliable delivery of return.

Here's a look at how investors adjust their expectations based on market conditions that puts some perspective on what realistic investment returns might be after the type of run equities have had.

Although supply has returned to the market over the short term — due to a combination of increased production from US shale producers and the easy availability of capital via debt and equity markets — I'm expecting supply growth to moderate over the long term as capital becomes more expensive and less available to marginal energy producers.

«The energy sector posted stronger returns in September due to a rebound in oil prices which helped lift Canadian equities, while the bond market slipped into negative territory after strong Canadian economic growth led the Bank of Canada to raise interest rates for the first time in seven years,» said James Rausch, Head of Client Coverage, Canada, RBC Investor & Treasury Services.

NWQ is suitably resourced and experienced to be able to deliver clients an actively risk managed portfolio of Australia's leading equity hedge funds that has an ability to generate attractive risk adjusted returns irrespective of equity or bond market direction.

A body of academic research led to identifying profitability as a dimension of higher expected returns that can be pursued across equity markets.

These Australian equity hedge fund managers employ a variety of absolute return strategies that when combined produce a portfolio that has the ability to deliver positive performance irrespective of whether the equity market is rising or falling.

By adopting this approach, the Fund seeks to deliver consistent, positive returns irrespective of whether the equity market is rising or falling.

Eugene Fama and Kenneth French develop the three - factor asset pricing model, which identifies market, size, and price (value) factors as the principal drivers of equity returns.

Last week, the U.S. equity market climbed to the steepest valuation level in history, based on the valuation measures most highly correlated with actual subsequent S&P 500 10 - 12 year total returns, across a century of market cycles.

Equities are essentially 50 - year duration investments at current valuations, and even if investors are passive and don't hold any view about future market returns at all, one of the basic principles of financial planning is to align the duration of ones assets with the expected horizon over which the funds are expected to be spent.

The bottom line: Investors are being offered better returns for taking risk in the low - return landscape, and a portfolio allocation to a broader, diversified mix of assets — including alternatives, global equities and emerging market (EM) assets — can potentially help improve returns, in our view.

It provides a seamless, modern and fully integrated view across all sources of equity returns in 47 developed and emerging markets.

After three consecutive years of double - digit equity market returns [2], there was less focus on the need for downside protection.

British Journal of Industrial Relations, 54 (1) 2016, 55 - 82, showing that such companies had higher return on equity than low equity and profit sharing companies, based on a sample representing 10 % of sales and employment and 20 % of total market value of the entire NYSE and NASDAQ comparing companies with broad - based shares to companies without broad - based shares.

In their April 2018 paper entitled «Market Risk Premium and Risk - free Rate Used for 59 Countries in 2018: A Survey», Pablo Fernandez, Vitaly Pershin and Isabel Acin summarize results of a March 2018 email survey of international finance / economic professors, analysts and company managers «about the Risk Free Rate and the Market Risk Premium (MRP) used to calculate the required return to equity in different countries.»

None of the factors consistently generated positive performance during recent market crashes However, almost any factor exposure would have increased the risk - return ratio of an equity - centric portfolio Low Volatility and Mean - Reversion would have been most beneficial, Momentum least INTRODUCTION A

The sample period is bullish for equities, with the average monthly return of the local stock market 1.6 % above the risk - free rate.

A portfolio of global equity markets should be expected to produce a superior risk - adjusted return to any one region held in isolation.

Volatilities of V — G returns appear to rise during U.S equity bear markets.

In short, dividend reinvestment produces a substantial part of overall equity market returns, and aggregate dividend growth is a strong indicator for overall market performance.

A civil war, two world wars and other conflicts, political upheavals, corporate scandals, energy crises, and a plethora of asset bubbles; despite all of this and more, American industry has prospered and the US equity market has delivered attractive long - term returns.

During periods of decline it can be helpful to find long ideas among stocks which a) have low levels of debt, in case the market decline deepens, b) have a history of high returns on equity and investments c) have shown price momentum despite waning momentum in the overall markets.

In the July 2010 version of their paper entitled «The Impact of Investor Sentiment on the German Stock Market», Philipp Finter, Alexandra Niessen - Ruenzi and Stefan Ruenzi test the predictive power of a composite sentiment measure combining consumer confidence, net equity mutual funds flow, put - call ratio, aggregate trading volume, initial public offering (IPO) returns, number of IPOs and aggregate equity - to - debt ratio of new issues.

If you want to ensure you get the big returns from stocks that investment writers highlight when urging you to invest in equities, you need to buy during bear markets to make up for the lousy returns from those years when you buy at what proves to be the top of a bull market.

It is not without its faults, but it is a decent way to look at the overall valuation of the equity market and the potential total returns over the next 10 years.