Sentences with phrase «on investment grade bonds»

Their conservative focus on investment grade bonds and long term returns has amassed them $ 288 million in surplus, with $ 11 million in annual net profits.

My client cleared a minimum of 10 % on those investment grade bonds within a year as the panic lifted.

They use a positive momentum strategy on three asset classes — domestic equities, international equities, and high yield bonds, and a buy - and - hold strategy on investment grade bonds.

The yields on investment grade bonds do not fall as much as yields on Treasury bonds do.

CSJ bets on investment grade bonds from both the U.S. government and corporations that have maturities of one to three years.

Over the last twenty years, investors have witnessed a steady decline in the interest rate on investment grade bonds, GICs and term deposits.

Not exact matches

It is just hanging on to its investment grade bond rating.

This leaves us roughly in the same position that we started the year, slightly overweight to spread product, i.e., investment - grade and high - yield corporate bonds and emerging markets (more recently, we also went back to a slight overweight on commercial mortgage - backed securities).

We trade all fixed income assets, with a focus on more illiquid situations, from high yield, distressed and investment grade bonds and convertible bonds to public and private corporate securities and leveraged loans.

Each fund has a stated objective, generally focusing on a particular sector, such as corporate or Treasury bonds, or broad category, such as investment grade or high yield.

Within fixed income, we suggest raising average credit quality, particularly focusing on investments in areas like high - grade corporate and municipal bonds.

Last week, spreads on the Morningstar Corporate Bond Index, an investment - grade corporate bond gauge, and the BofA Merrill Lynch High Yield Master Index, shot higBond Index, an investment - grade corporate bond gauge, and the BofA Merrill Lynch High Yield Master Index, shot higbond gauge, and the BofA Merrill Lynch High Yield Master Index, shot higher.

Central bank purchases, investor yield - seeking and safe - haven flows have driven down yields on government and investment grade corporate bonds.

The team focuses on selecting investment - grade bonds which offer strong relative value in an effort to generate income while seeking to limit risk to the money invested.

Default risk Historically, the risk of default on principal, interest, or both, is greater for high yield bonds than for investment grade bonds.

How could one argue otherwise on the bond side with investment grade bonds yielding only 1.75 %?

The average investment - grade (high - yield) bond trades on less than 32 % (36 %) of days over the prior six months — liquidity in corporate bonds was considerably lower than in traditional listed equity markets.

Bonds with a rating of BBB -(on the Standard & Poor's and Fitch scale) or Baa3 (on Moody's) or better are considered «investment - grade.»

In pursuance of the Union Budget 2018 announcement, the board also cleared a proposal on changing the investment grade rating from AA to A for corporate bonds, which would boost investment scope while ensuring credit quality.

While yields on government bonds remain unattractive, according to Stopford, investment - grade corporate bonds offer a modest pickup in yield — and high - yield bonds, a more significant advantage.

On the other end of the scale, Schwab will only let you search investment grade bonds online (you must call the bond desk to trade junk), will only let you buy online (you must call to sell), and does not allow limit orders at all.

In recent months, the yield on US corporate bonds, especially investment - grade securities, is a little more than 100 basis points compared to the yield on government debt, dropping within striking distance of the lows seen post the 2008 financial crisis.

And in CMBS land, spreads on investment - grade triple - B bonds surged by 158 basis points between May and June.

With the exception of the very front end of the yield curve, Canadian government bond yields declined, as did spreads on investment grade corporate bonds.

Floating - rate loans» low credit ratings indicate greater potential risk of default relative to investment - grade bonds (though default rates for floating - rate loans historically have been lower than on high - yield bonds).

Hartford Schroders Tax - Aware Bond Fund uses a value - driven approach to seek total return on an after - tax basis by investing in a portfolio of predominantly investment grade, fixed - income securities.

Investment - grade corporate bond funds saw $ 2.32 billion exit in the last week, the second - largest outflow on record.

According to Bloomberg data on the S&P AMT - Free National Municipal Bond Index, munis returned 3.3 percent in 2015, beating taxable investment grade bonds.

The big takeaway for those seeking to buy into market weakness: Be wary of buying notionally cheap assets that face challenges (e.g. domestically - focused European assets like U.K. real estate and European banks), and instead focus on assets with relatively attractive valuations and positive fundamental drivers, such as quality stocks, dividend - growth stocks and investment - grade bonds.

Yet we believe another milestone is of far greater significance to investors: Yields on short - term U.S. investment grade (IG) corporate bonds also hit 3 % — an eight - year high.

In the absence of a pickup in consumer spending, annualized, real GDP — adjusted for inflation — is forecast to be between 2 % and 2.5 %, instead of the 4 % average since World War II, and annualized returns on US equities and investment - grade bonds is estimated at 4 % and 1 %, respectively, for the next 10 years.

They're taking advantage of low interest rates on euro - denominated issues after the European Central Bank's decision to start buying investment - grade corporate bonds in June — part of its economic stimulus program.

The sentiment stands in contrast to what Bank of America Merrill Lynch indexes showed as the «steepest first - quarter losses on U.S. investment - grade company bonds since 1996.»

Hartford Funds» new ETF joins two other already listed active fixed income ETFs sub-advised by Wellington (Hartford Corporate Bond ETF (NYSE: HCOR), an ETF focused on investment - grade corporate bonds, and Hartford Quality Bond ETF (NYSE: HQBD), a core bond ETF focused on investment grade debt, including mortgage - backed securities and US government securitiBond ETF (NYSE: HCOR), an ETF focused on investment - grade corporate bonds, and Hartford Quality Bond ETF (NYSE: HQBD), a core bond ETF focused on investment grade debt, including mortgage - backed securities and US government securitiBond ETF (NYSE: HQBD), a core bond ETF focused on investment grade debt, including mortgage - backed securities and US government securitibond ETF focused on investment grade debt, including mortgage - backed securities and US government securities).

Generally, UITB focuses on investment - grade securities, however the fund is allowed to place up to 25 % of the portfolio in high - yield bonds.

Issuance of investment - grade corporate bonds picked up in early March in a receptive market, as investors sought higher yields than were available on safe - haven Treasury bonds.

In late October, Dominion Bond Rating Service (DBRS) decided to keep Portugal's sovereign rating at investment grade, maintaining the country's BBB (low) rating with a «stable» outlook on the back of its progress in reducing the fiscal deficit and proactive measures to strengthen the banking sector.

This means investors are demanding over 50 % more on the notional cost of default insurance on the largest investment - grade corporate bonds tracked by the S&P 500 ®.

Investment grade bonds as measured by the S&P U.S. Issued Investment Grade Corporate Bond Index turned it up a notch as the index's yield tightened by 9 basis points on the week to a 2.76 %.

PIMCO Global Advtg Infl - Lkd Bd Actv ETF (NYSEARCA: ILB) is an actively managed ETF that invests in investment - grade, inflation - linked bonds with a heavy concentration on TIPS.

These include only investment grade bonds with a limit of seven years on maturity.

The portfolio managers focus on identifying investment grade bonds or sectors whose valuations have become dislocated from the underlying fundamentals, primarily due to technical reasons.

Unlike Treasuries and investment grade corporates, the high yield market as measured by the S&P U.S. Issued High Yield Corporate Bond Index touch a low point for yield earlier in the month at a 5.87 % on October 6th.

But with the yield on long low - investment grade bonds hovering above 5 %, I can tell you with certainty as a life actuary that the life companies are not providing a 7 % return to retirees — it is far, far less, more like 4 %, or maybe less.

Junk underperforms investment grade bonds on average.

The big takeaway for those seeking to buy into market weakness: Be wary of buying notionally cheap assets that face challenges (e.g. domestically - focused European assets like U.K. real estate and European banks), and instead focus on assets with relatively attractive valuations and positive fundamental drivers, such as quality stocks, dividend - growth stocks and investment - grade bonds.

Where their existing Income fund (DODIX) is domestic and centered on investment - grade issues, Global Bond is a converted limited partnership that can go anywhere and shows a predilection for boldness.

The team focuses on selecting investment - grade bonds which offer strong relative value in an effort to generate income while seeking to limit risk to the money invested.

My comment on this is as follows: if you have a certain asset allocation between investment grade bond etf and a stock etf and provided that you rebalance once the stock part gets high (high pe), you will tick all Graham's recommendations.

Yield: Investment grade tax - exempt municipal bonds on average are yielding 2.03 % vs. higher yielding taxable investment grade corporInvestment grade tax - exempt municipal bonds on average are yielding 2.03 % vs. higher yielding taxable investment grade corporinvestment grade corporate bonds.