Sentences with phrase «on bond holdings»

(I have an article coming on my bond holdings in the next month...)

Specifically, they may earn income from interest on bond holdings and dividends on company shares.

When advisors were asked how they've changed, most said they have shortened the duration on their bond holdings, while swapping out some bond funds in favor of floating - rate funds and preferred securities in the financial sector.

By historical standards, this implies sustained double - digit losses on bond holdings, subpar growth in developed markets, and balance sheet risks for banking systems with a large home bias.

In this example, even though the total return on the stocks was higher (8 % versus 5 %) the amount of tax payable on the bond holding was significantly greater.

The market weighted average rate of return anticipated on the bonds held in a portfolio if they were to be held to their maturity date.

Interest on bonds holds steady at best.

As a practical matter, the only effect is that the interest that the public pays on Treasury debt can not actually be remitted by the Fed back to the Treasury as usual, but must instead be retained by the Fed in order to recapitalize itself due to losses on the bonds it holds.

Not exact matches

Institutional investors (such as pension funds) routinely insist on holding only highly - rated securities, so a downgrade can force them to sell that issuer's bonds.

Dalio explained that a so - called capital war, when a country uses its asset holdings such as bonds to inflict pain on its adversary, could be even worse than a trade war.

The lower the return on bonds, the more assets a fund needs to hold to ensure members can be paid off.

Post-financial market regulations (read: Dodd - Frank) have required banks and other «systemically important financial institutions» to hold more cash on their balance sheet, creating less bond inventory on balance sheets — fewer potential buyers, fewer potential sellers — if portfolio managers are forced to meet client redemptions quickly and en masse.

World stocks rose 20 percent last year, significantly outpacing the average on bond markets, meaning the relative value of funds» equity holdings has increased without a single new share being bought.

For the most part, China, which has owned around $ 1 trillion of U.S. bonds for several years, has held on to these assets, collecting billions in interest payments.

With most of these debts being held by Chinese entities, it's unlikely we'll see a banking crisis in the same way we could have seen if Greece or Spain went belly up, said Lau — many foreign banks hold European bonds — but we've seen markets panic on far less worrisome Chinese news in the past.

However you go about getting the durations, I encourage you to use this useful tool in your future bond selections, and even to use it on any bonds you already hold.

NEW YORK, Nov 28 - The Federal Reserve faces the challenge of standing by as financial markets «correct» as the central bank trims its asset holdings, U.S. hedge fund manager David Tepper said on Tuesday, adding he was surprised the bond - yield curve was so flat.

More broadly, the regulatory agencies in the United States and the Financial Stability Board internationally have work under way focusing on possible fire - sale risk associated with the growing share of less liquid bonds held in asset management portfolios on behalf of investors who may be counting on same - day redemption when valuations fall.

The yield on the benchmark 10 - year Treasury notes, which moves inversely to price, was higher around 2.398 percent, while the yield on the 30 - year Treasury bond held near 3.002 percent.

These offer seals of approval on bonds and hold public hearings to discuss potential sales.

While U.S. savings bonds have lost popularity as a means of long - term savings due to the low interest rates they currently earn, some retirees have been holding on to bonds that were issued when rates were higher.

The yield on the 10 - year Treasury Bond is mostly flat and holding at the 2.70 percent level.

With capital gains taxes, your earnings are taxed at either the current capital gains tax rate or your ordinary income rate, depending on how long you hold the bond.

The yield on a Treasury bill represents the return an investor will receive by holding the bond to maturity, and should be monitored closely as an indicator of the government debt situation.

Yield to maturity (YTM) is the total return anticipated on a bond if the bond is held until it matures.

But there's a pretty good argument that payments on Argentina's euro - denominated bonds never flow through the judge's jurisdiction: Argentina gives the money to a bank in Buenos Aires, which transfers it to a bank in Frankfurt, which holds it in the name of a bank in Brussels, which transfers it to a London nominee for Belgian and Luxembourg clearinghouses, which pays it to bondholders.

the percentage of return an investor receives based on the amount invested or on the current market value of holdings; it is expressed as an annual percentage rate; yield stated is the yield to worst — the yield if the worst possible bond repayment takes place, reflecting the lower of the yield to maturity or the yield to call based on the previous close

To the relief of borrowers around the world, the U.S. Federal Reserve Board is holding off on tapering its bond - buying program.

For example, if you're early on in your career, most of your money will be held in growth oriented stocks with a small percentage in bonds, and as you mature, your assets will slowly shift to more stable stocks and a greater percentage in bonds to help reduce volatility.

The hedge fund would break even on its debt investment if the Berkshire bid prevails because gains in some parts of its debt holdings, which would be paid out in full, would offset losses in the unsecured bonds it holds, where it would take a deep haircut, the people said.

The NAV (net asset value) of a bond fund will move up or down based on a number of factors such as changes in interest rates, credit quality, and currency values (for international bonds) for the different bond holdings in the fund.

Although the income from municipal bonds held by a fund is exempt from federal tax, you may owe taxes on any capital gains realized through the fund's trading or through your own redemption of shares.

When savings account rates and yields on government bonds are low, gold suddenly becomes much more attractive to hold as a store of value.

In theory, you could hold an individual bond to maturity and never lose any money even though the market value of the bond may fluctuate based on changing interest rates and other factors (but you could still lose out to inflation over time).

In addition he argued that worries about potential losses on the Fed's ballooning bond holdings were overstated.

The earnings yield on enormous blue - chip stocks such as Wal - Mart, which had little chance to grow at historical rates due to sheer size, was a paltry 2.54 % compared to the 5.49 % you could get holding long - term Treasury bonds.

Jon Smith, of DT Investment Partners, discusses the effect of an interest rate hike on bond markets... see why we prefer individual bond holdings over engineered ETFs in this environment.

Newly issued Treasuries can be purchased at auctions held by the government, while previously issued bonds can be purchased on the secondary market.

Typically they make periodic dividend payments based on the interest paid by the bonds held in the fund.

But there are 2 factors to consider in the muni market: First, banks and insurance companies held 28 % of the municipal bonds on the market as of the second quarter of 2017.

If you buy a bond for less than face value on the secondary market (known as a market discount) and you either hold it until maturity or sell it at a profit, that gain will be subject to federal and state taxes.

Zachary Cruz was later held on a $ 500,000 bond for the second - degree misdemeanor charge, an amount his defense lawyer called «outrageous.»

That will be important to private investors, because if the central bank held itself out as a privileged bondholder, effectively passing more risk on to other bond holders, other buyers might undermine the stimulus program by demanding higher interest rates.

• Mr. Cruz is being held without bond at the Broward County jail, where he has been placed on suicide watch, according to Gordon Weekes, the county's chief assistant public defender.

Yield to maturity is the return a bond earns if held to maturity, based on its price and coupon.

These indicated that some on the committee wanted to begin selling off the bond holdings acquired during the quantitative easing of previous years.

Pam Martens and Russ Martens, writing in Wall Street on Parade, note that the U.S. municipal bond market holds $ 3.8 trillion in debt, and it is not just owned by Wall Street banks.

With the larger decline in markets, investors are pulling money out of mutual funds that hold the bonds, depressing their prices and putting pressure on the wider bond market.

Once you have made your purchase, we encourage you to sign up for Fidelity's fixed income alerts to receive email notifications in the event one of your bond holdings is downgraded or placed on negative credit watch.

A downgrade in the credit rating of a bond by the credit agencies can affect bond performance as well if institutional investors are forced to sell because of restrictions on the credit quality of the bonds they're able to hold.