Sentences with phrase «offset equity losses»

Not exact matches

Virtually all of the improvement in the $ 4.9 billion deficit was due to «economic» factors ($ 4.7 billion), as the reprofiling of $ 1 billion of infrastructure funding from 2010 - 11 to 2011 - 12 slightly offset the net impact of the loss in the Government's sale of common equity in GM.

The net benefit from transactions in Q4 FY14 relates primarily to a $ 0.05 gain on the sale of our Malaysia equity method investment, partially offset by a loss on the sale of our Australia retail operations and transaction costs incurred in Q4 FY14 related to the planned acquisition of Starbucks Japan.

The US wine business is now estimated to be worth about $ 900 million, meaning any new buyer of the entire Treasury operations will be able to get their hands on $ 2 billion in tax losses to offset against capital gains elsewhere, which is highly appealing to large global private equity funds.

Up to $ 2 billion in tax losses sitting inside the Treasury structure are highly appealing to the private equity bidders because they will be able to offset some of them against capital gains elsewhere in their operations around the world, depending on the specific structures they set up.

If the borrower defaults on their loan and there isn't enough equity in the home to cover what is owed on the mortgage, private MI is there to offset the loss.

Open Trade Equity: This refers to any unrealized gains or losses on open futures positions, (those futures positions that have not been offset).

And when equities do suffer a correction, bonds will likely offset some of those losses, becoming expensive as they do so.

A straddle seller expects the equity to stay flat and have enough profit from one side to offset the loss from the other leg.

He also looks at current investment theories: money - market accounts, tax - exempt funds, Roth IRAs, and equity REITs, as well as the potential benefits and pitfalls of the emerging global economy; and he is very in tune to risk: A 30 - year - old who can depend on wages to offset investment losses has a different risk capacity from a 60 - year - old.

But your bond holdings are likely to soar, offsetting losses in equities.

This strategy is designed to enhance the defensive role the fixed income allocation plays within the total asset allocation of an institutional investor's portfolio and to further offset losses from equity market downturns.

The additional exposure to real estate through the NWM Real Estate Fund offset losses from the equity markets which were evident in the NWM US Tactical Income Fund.

I've also concluded that it will be offset through accumulated other comprehensive loss and therefore against equity (see elimination entry f on pg 53 of the form 10).

The discounts widened to almost double digits in December as investors with significant taxable gains in equities looked to offset those gains with something, anything, in their portfolio that was trading at a loss.

I am assuming this would mean that I can offset my LTC losses fro equities against LTCG from debt mutual funds, gold etc. too.

In your article you say that LT capital losses from equities are a dead loss and can not be offset against any other LT capital gains.

Of course, it's been a very good year for equities so outside of gold stocks and disappointments like BlackBerry, it may be difficult to find enough losses to offset gains.

And rising interest rates usually reflect a booming economy, so bond losses could be offset by gains on the equity side of the portfolio.

Earnings in the period of $ 13.3 m attributable to equity shareholders were offset by losses of $ 4.7 m on the retranslation of the net assets of foreign currency denominated operations, actuarial losses of $ 3.5 m (net of deferred tax) on employee defined benefit pension schemes, revaluation losses of $ 2.2 m (net of deferred tax) following the revaluation of property and the payment of the final 2012 dividend of $ 5.0 m to equity shareholders of the Company.

Your savings account will never spike in value and offset losses on the equity side, and it's likely to disappoint if a recession rears its head.

That boost can offset at least some of the losses you experience on the equity side of your portfolio.

Adjusted Operating Earnings represents GAAP net income adjusted for exclusion of, a) investment gains and losses, net of tax, b) dividends on participating life policies related to capital gains, c) equity base tax (release), d) a deferred tax benefit associated with a foreign subsidiary, and e) the inclusion of certain statutory interest maintenance reserve amortization, net of tax, with an offset for amortization of deferred acquisition costs where applicable.

However, the reverse mortgage program (the Home Equity Conversion Mortgage - HECM) has had significant losses, and the single - family program's revenues are being used to offset those losses.

Risk Disclosure: Alternative investment products, including real estate investments, notes & debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager.