Sentences with phrase «of global equity returns»

US equities filled the top three spots of global equity returns over that time span.

US equities filled the top three spots of global equity returns over that time span.

Not exact matches

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.

But that was below the 6 percent return of GIC's reference portfolio of 65 percent global equities and 35 percent bonds.

Global private equity deals have enjoyed their strongest start in five years, buoyed by the record amounts of cash flowing into the sector as institutional investors look for ways to boost their returns, writes Javier Espinoza.

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.

The Total Return approach used in our Global Equity Strategies emphasises the importance of dividend yield and dividend growth as well as price increases.

A number of factors — such as rising US interest rates, the recurrence of big fluctuations in global currencies, and the widening dispersion of equity returns across sectors and regions — may have helped to create an increasingly conducive environment for hedge - fund strategies, which have seen a positive turnaround in performance in recent quarters.

MSCI's new Global Equity Content Set offers investment professionals a more robust view of risk and return across national borders.

Our measure of the U.S. equity risk premium — one gauge of equities» expected return over government debt — has fallen since the global financial crisis.

Positive global economic conditions in Q1 2017 helped lift global equities in delivering a return of 6.2 per cent, up from 3.0 per cent in Q4 2016.

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.

Cross-sectional dispersion in global equities — a measure of the variation in returns across individual securities — recently reached its highest level in four years, according to our analysis.

2015.04.30 RBC Investor & Treasury Services Quarterly Survey: Global equities drive pension returns in Q1 During a quarter that featured falling oil prices, a Bank of Canada rate cut and uneven global economic data, Canadian pension plans generated positive returns for the seventh consecutive quarGlobal equities drive pension returns in Q1 During a quarter that featured falling oil prices, a Bank of Canada rate cut and uneven global economic data, Canadian pension plans generated positive returns for the seventh consecutive quarglobal economic data, Canadian pension plans generated positive returns for the seventh consecutive quarter...

2016.11.03 Canadian pensions deliver second consecutive quarter of positive returns in Q3: RBC Investor & Treasury Services Global and Canadian equities continue to generate solid returns...

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

In their October 2017 paper entitled «Value Timing: Risk and Return Across Asset Classes», Fahiz Baba Yara, Martijn Boons and Andrea Tamoni examine the power of value spreads to predict returns for individual U.S. equities, global stock indexes, global government bonds, commodities and currencies.

The forward - looking annualized real rate of return on equity capital from a global perspective is 6 %.

Calendar 2017 can be characterised as a year of strong and stable returns for global equity investors.

In 2002 Joe moved to the UK to take the role of director and head trader for global equities for Principal Global Investors, returning to Australia with Citigroup inglobal equities for Principal Global Investors, returning to Australia with Citigroup inGlobal Investors, returning to Australia with Citigroup in 2007.

The global reflation trade is in full swing, the return of cash flow to shareholders is at a record pace and that is why, in my opinion, the U.S. equity markets are set to extend the current rally well into 2019.

Returns around 12 % pa over 25 years, clearly recent returns measured in sterling have been flattered by the relative strength of overseas currencies, (with a mostly global equity portfolio) Its interesting that since starting in 1990 my cumulative returns have always averaged around 12 % pa from 1990 (with the exceptions of major dives in 2001/2 and 2Returns around 12 % pa over 25 years, clearly recent returns measured in sterling have been flattered by the relative strength of overseas currencies, (with a mostly global equity portfolio) Its interesting that since starting in 1990 my cumulative returns have always averaged around 12 % pa from 1990 (with the exceptions of major dives in 2001/2 and 2returns measured in sterling have been flattered by the relative strength of overseas currencies, (with a mostly global equity portfolio) Its interesting that since starting in 1990 my cumulative returns have always averaged around 12 % pa from 1990 (with the exceptions of major dives in 2001/2 and 2returns have always averaged around 12 % pa from 1990 (with the exceptions of major dives in 2001/2 and 2008/9).

Bottom line: U.S. equities are the least dirty shirt of global equity markets, although high valuations keep our return expectations in check.

For instance, this year through the end of November, EM debt in USD, as represented by the J.P. Morgan EMBI Global Index (EMBIG), returned 2.77 percent, outperforming EM equities, as measured by the MSCI Emerging Markets Index.

The State Street Global Equity ex-U.S. Index Fund (the «Fund») seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of a broad - based index of world (ex-U.S.) equity markets over the longEquity ex-U.S. Index Fund (the «Fund») seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of a broad - based index of world (ex-U.S.) equity markets over the longequity markets over the long term.

As the economy continues to move out of the global financial crisis, returns in the real estate private equity space have been strong and investors are looking at various emerging investment classes.

Given the prices being paid for companies, investors» returns over the life of the fund are likely to drop into the low to mid-teens, said Hugh H. MacArthur, head of global private equity at the consulting firm Bain & Company, which used to be affiliated with Bain Capital, the private equity firm.

Many won't forget the stellar equity global equity market returns in 2013 of over 30 % in many parts of the world in the face of sluggish economic growth.

In their August 2016 paper entitled «Globalization and Asset Returns», Geert Bekaert, Campbell Harvey, Andrea Kiguel and Xiaozheng Wang examine whether economic and financial integration increases global comovement of country equity, bond and currency exchange market rReturns», Geert Bekaert, Campbell Harvey, Andrea Kiguel and Xiaozheng Wang examine whether economic and financial integration increases global comovement of country equity, bond and currency exchange market returnsreturns.

A critical lesson that we have learned through six decades of investing in global equity markets is that returns accrue to value intermittently.

«The approaches by KKR [& Co] for Treasury Wine Estates and Pacific Equity Partners for SAI Global in the second half of financial year 2014 are expected to herald the return of private equity bidders to Australia,» he said in a report that noted drivers of actEquity Partners for SAI Global in the second half of financial year 2014 are expected to herald the return of private equity bidders to Australia,» he said in a report that noted drivers of actequity bidders to Australia,» he said in a report that noted drivers of activity.

With yields low and the bull market in global equities long in the tooth, advisors and institutions need new ways to seek income, risk - reduction without triggering capital gains liabilities, as well as, new potential sources of alpha and return.

* According to a Franklin Templeton Global Investment Survey concluded in March 2015, 47 per cent of Canadian investors believe they will get the best equity returns in the U.S. stock market, compared to 24 per cent in 2014.

A reasonable expected rate of return for a global equity portfolio might be about 7 % to 8 %.

I've only used the two Global Couch Potato returns, as they were closer to the median between the lowest and highest annualized rate of returns for balanced equity portfolios over the last 10 years:

The Value Fund (blue) not only returned more than twice what their global equity peers made, but also essential brushed aside the market collapse at the end of the 1990s bubble and the stagnation of «the lost decade.»

«If we adjust earnings to normal and apply an average P / E, you can finally build a decent portfolio today of global equities at a respectable long - term return,» he said.

One of my recent favorites was an ad that read: «Over the 1 - year period, 91 % of Trimark global equity funds returned 10 % or more.»

For more on this, we asked an expert: Ronald Kahn, BlackRock's Global Head of Scientific Equity Research, explains the various sources of smart beta return.

As we mentioned in the beginning of our letter, volatility returned to global equity markets towards the end of September.

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.

Since the beginning of the year, the S&P 500 Index has returned 14.2 % while global equities have returned 17.2 %.

Since the Fund's launch in 1989, investors have doubled their money every 10 years, no matter when they bought the fund... The fund has outperformed global equities with 1/3 less risk [based on annualized standard deviation of monthly returns for Institutional shares from 2/28/89 to 12/31/13, compared to the FTSE World Index].

To give a sense of that, we recently did a global screen of nearly 5,800 non-financial companies with market values greater than $ 300 million, positive free cash flow over the past 12 months, at least an 8 % return on equity over the past 12 months, net debt to EBITDA of no more than 2.5 x and a trailing EV / EBIT multiple of no more than 8x.

To generate long - term returns before fees in excess of traditional capitalisation weighted global equity indices.

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

For instance, over the 24 months through 31 January 2018, EM assets delivered cumulative returns of 78.11 % for equities, 31.88 % for local bonds and 20.21 % for currencies (as proxied by the MSCI EM index for equities, JPMorgan GBI - EM Global Diversified Composite (Unhedged) index for local debt and JPMorgan ELMI + Composite for currencies).

On the asset allocation section of our website, we explain our methodology for estimating the 10 - year real returns of equity markets, as well as other global asset markets.

Not surprisingly we found that the frontier that uses the equally weighted dividend paying stock basket in lieu of the S&P / TSX Composite Index as representation of the Canadian equity component of the diversified basket, provided the superior compliment to the global portfolio yielding a superior risk / return trade - off set.

Mark «Nice article, what did a all equity Global Diversified portfolio return, yes I know not a good a idea, but alot of us are wondering!»