Sentences with phrase «of equity strategy»

«We don't make a call on whether it's going to go up or down but that it's a risk in the marketplace, and it's really far out on the risk spectrum,» Christopher Harvey, head of equity strategy at Wells Fargo Securities, said.

Speaking to CNBC, Wells Fargo's head of equity strategy Chris Harvey said that technology companies and equities could well feel the effects of further corrections going into 2018:

Christopher Harvey, head of equity strategy at Wells Fargo, believes that perhaps there is a stronger correlation than has been stated previously, but he, like Lee and Datatrek analysts, is linking these relationships more to sentiment that empirical evidence.

Saxo Bank's head of equity strategy Peter Garnry digests the second - largest two - day loss in S&P 500 since 2009 and looks ahead at what could happen during the rest of this year.

Peter Garnry joined Saxo Bank in 2010 and is Head of Equity Strategy.

Peter Garnry, Saxo's head of equity strategy, adds:

Saxo Bank's Head of Equity Strategy Peter Garnry has seen one of his top three picks in Europe take off.

If you buy Yahoo! shares you're indirectly participating in Alibaba's IPO already and, as Saxo Bank's Head of Equity Strategy Peter Garnry explains, you'll end up getting most of Yahoo! for free.

Peter Garnry Head of Equity Strategy «The battleground in Q2 will be that of fundamentals against the outlook.»

«The bull case has eroded a little bit,» Lori Calvasina, head of equity strategy at RBC Capital Markets, told CNBC's «Futures Now» last week.

Wells Fargo head of equity strategy Christopher Harvey put it best: «These natural liquidity providers either couldn't show up, or aren't showing up at the end of the day.»

We provide a full range of equity strategies, including U.S. and international options.

To overcome this prejudice against existing stockholder of Equity Strategies Fund, and still permit new investments into a mutual fund, a new Fund, Third Avenue Fund, has commenced operations.

Third Avenue has the same management and Board of Directors of Equity Strategies.

Given this «phantom liability», your Board concluded in 1986 that is would be prejudicial to existing shareholders if Equity Strategies instituted a continuous offering of Equity Strategies Common shares to that the number of Common shares outstanding would increase.

The book's first section, «The Roots», includes Martin J. Whitman's proxy solicitation to the shareholders of the Equity Strategies Fund (EQSF) written in 1984.

Not exact matches

But Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management, also highlights a paradigm shift in the way investors should think about picking stocks and about diversification itself.

I'll be moderating a morning panel at Milken on «strategy and leadership in an age of disruption» that includes Brazilian private - equity mogul Jorge Paulo Lemann of 3G and embattled Wells Fargo CEO Tim Sloan.

«As part of our capital allocation strategy to invest in and grow our core brands, we acquired an additional 36 % interest in Wuxi KFC, increasing our total equity interest to 83 %.

James Barty, European equity strategist at Bank of America Merrill Lynch, discusses investor strategies when it comes to China's market volatility.

In late January, James Barty, the firm's head of global cross-asset and European equity strategy, warned that markets were «starting to get a little stretched,» while urging caution.

«This is the first significant decline in the frequency of their use since the onset of the Enlightenment in the 18th century,» Inigo Fraser - Jenkins, a senior analyst at Bernstein who leads the firm's global quantitative and European equity strategy, said in a note to clients.

Todd Gordon is the Founder of TradingAnalysis.com which provides actionable market analysis and clear trading strategies in the currency, commodity, and equity markets for both amateur and professional traders.

Keith Parker is the head of US equity strategy at UBS.

Growth stocks are also more hurt than value stocks by rising rates, says Savita Subramanian, head of U.S. equity strategy at Bank of America Merrill Lynch.

Constituent companies are chosen based on their score on two sets of measures: a quantitative assessment consisting of their return on equity, balance sheet accruals ratio and financial leverage ratio; and a qualitative score derived from management's responses to a survey about such topics as corporate governance, risk and crisis management, customer relationships and tax strategies.

Indeed, strategy and organization expert Robert David, the Cleghorn faculty scholar at McGill's business school, wonders why Canada Post hasn't been making more hay out of that point of differentiation, especially given that the corporation enjoys plenty of brand equity.

Recently, the company allied with the private equity arm of Caisse de dépôt et placement du Québec, which will help finance the roll - up strategy.

We think the US equity markets will continue to gradually move more to passive, but we see lots of room around specialist strategies like biotechnology, senior housing type things, and we see plenty of opportunities in international and emerging markets where active management adds very significant value.

BRVM is also in talks with private equity funds including ECP, Tunisia's Africinvest, and Mauritian group AFIG Funds, to encourage them to list companies on the exchange as part of their exit strategies for assets, Amenounve said.

Smaller Singapore peer Temasek Holdings focuses on equities, but GIC, set up to manage Singapore's foreign reserves, adopts a more conservative investment strategy, with the long - term goal of beating global inflation.

«It's quite symbolic that China is now ready to open up to the world,» Steven Sun, head of China equity strategy at HSBC, told CNBC's «Squawk Box.»

However, commodities often have a negative correlation to equity - market downturns, and during those times my clients are always reminded of their importance in the strategy.

But Rimer's pedigree and the promise of a solid growth strategy convinced her to give up some equity for an initial $ 9 million from Index.

Many have put up their own shares or stock of companies they own as collateral for their loans and are increasingly copying the convoluted fund - raising strategies employed by American hedge funds and private equity firms in financing their global expansion drives.

These include currency - hedged ETFs, triple - levered ETFs based on commodities, unconstrained bond funds with short positions betting against U.S. Treasurys, private equity funds, emerging market debt instruments, historically less - liquid bank loan funds, and all manner of actively managed strategies packaged in supposedly easy to buy and sell wrappers.

Those factories currently have only three robots per thousand workers, says Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management.

Lori Calvasina, RBC head of US equity strategy, discusses the market selloff and her expectations for the market going forward.

Buffett's skepticism around the strategy stems from his view a diversified portfolio of equities progressively becomes less risky than bonds over extended periods of time.

«While rising long - term rates will ultimately become a negative for profits and multiples, we do not see current levels as a reason to de-risk and sell equities,» Dubravko Lakos - Bujas, head of U.S. equity strategy at J.P. Morgan, said in a note Wednesday.

If they take on investment over time from venture capitalists, angel investors, equity investors, or individuals, they usually give up a portion of the company, or shares, and those shareholders will have a say in any potential exit strategy.

Inflows into equity ETFs in August were heavily focused on non-U.S. strategies: Of the $ 6.8 billion in August, almost $ 6.3 billion of that went to internationally focused fundOf the $ 6.8 billion in August, almost $ 6.3 billion of that went to internationally focused fundof that went to internationally focused funds.

Lori Calvasina, head of U.S. equity strategy for RBC, said in a recent note the sector «continues to be in the middle innings of a rotation back in,» and that «valuations don't worry us.»

In addition to preparing our social - media properties for the offering, we also retained the services of a financial PR firm (Leverage PR in our case) to help us to draft and distribute our press releases and help us to come up with and execute a PR strategy for the duration of the equity - crowdfunding round.

«The currency is under pressure, people are «shorting» it like crazy — I think there's huge upside there,» Shing, global head of equity derivative strategy at the French bank, told CNBC Wednesday.

Patti Fletcher, Ph.D., is the author of Disrupters: Success Strategies from Women Who Break the Mold (Entrepreneur Press 2018), gender equity advocate and expert authority on how to create a culture of inclusion to drive real business results.

We see the move as related to global emerging markets, where the MSCI EM index is down for the third day in a row and the largest EM ETF saw $ 320 million of outflows yesterday following $ 550 million the previous day, said Mohamad Al Hajj, head of MENA equity strategy at EFG - Hermes.

Paul Russo, the global co-COO of the equities franchise in the securities division at the bank, said it was one of two key components of the bank's strategy in equities in a recent episode of «Exchanges at Goldman Sachs.»

When it comes to financial terms, plan to be held to the same rigorous standards that any private - equity investor would hold you to: a clear investor exit strategy (probably within three to five years) and projected annual returns of 20 % to 30 %.

«The moves announced today are substantial, although the market was already pricing in a substantial good news flow,» Rob Aspin, head of equity investment strategy, Standard Chartered Bank said.