Sentences with phrase «other yield asset»

Not exact matches

Other than real estate, which has higher yields and can act as a diversifier, Turnbull won't hold any sector or alternative - asset ETFs.

Bond investors like mutual funds and pension funds hope to buy securities with comparatively higher yields than other asset - backed debt that could also provide diversification benefits.

The selling has extended into other asset classes, notably commodities and high yield, and has been accompanied by an abrupt spike in market volatility.

Bond yields spiked, and prices for a number of other financial assets that had benefited from expectations of ongoing asset purchases by the Fed dropped precipitously, not just in the United States but in almost every other country.

The Carlyle Group («Carlyle») is one of the world's largest global alternative asset management firms that originates, structures and acts as lead equity investor in management - led buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, growth capital financings, real estate opportunities, bank loans, high - yield debt, distressed assets, mezzanine debt and other investment opportunities.

And reserve and other foreign asset holdings have grown so large that EM investment preferences have come to be seen as an important factor influencing global yields and valuations.

«Perhaps the biggest issue we have with high yield is that the asset class» performance has been driven over the last several years not by fundamental strength, but by QE and a lack of global yield,» BofAML credit strategist Michael Contopoulos and others said in a note to clients.

Franklin Limited Duration Income (FTF) is a closed end fund that seeks high current income and capital appreciation through investment in high yield corporate bonds, floating rate bank loans and mortgage and other asset backed securities.

But this masks the reality that equities — and by extension other risk assets — still look attractive taking into account that bond yields are likely to stay historically low.

Correlations between crude oil and other higher risk assets, such as stocks, emerging market assets and high yield...

-LSB-...] The Most Interesting Asset Class Over the Next Decade «Vanguard highlighted high - yield bonds to show how they typically perform worse than other types of bonds during a stock market drop.»

This is evident in a number of developments, including: increased demand for higher - risk assets; the increase in «carry trades» — a form of gearing where funds are borrowed short - term at low interest rates and invested in higher - yielding assets, often in other countries; growth in alternative investment vehicles such as hedge funds; and growth in alternative investment strategies such as selling embedded options (see Box A).

We don't expect renewed bouts of euphoria, but we see scope for investor optimism to lift equities and other risk assets, and see a mild rise in bond yields.

Although decades of history have conclusively proved it is more profitable to be an owner of corporate America (viz., stocks), rather than a lender to it (viz., bonds), there are times when equities are unattractive compared to other asset classes (think late - 1999 when stock prices had risen so high the earnings yields were almost non-existent) or they do not fit with the particular goals or needs of the portfolio owner.

But when inflation is strong, as it is now, it can push the Treasury yield into subzero territory, prompting many investors to move into other so - called safe haven assets, including gold.

Also, stocks are volatile and generally the riskiest assets, with the possible exception of credit default swaps, high - yield «junk» bonds, and other similar assets.

Also because of regulations, smaller retail investors have effectively been blocked from participating in higher - yielding investments — namely, private equity and venture capital, whose 10 - year compound annual growth rates have averaged 11.8 and 11 percent, quite a bit more than Treasuries, equities and other common asset classes.

Banks» willingness to accumulate reserves depends, as I've already noted, on the cost of holding reserves, which itself depends on the interest yield of reserves compared to that of other assets banks might hold instead.

They've bought corporate and high yield bonds, property, shares, and other assets.

There is more than $ 100 trillion invested in what I call quality, high - yield assets — including real estate investment trusts (REITs), business development companies (BDCs), and other hybrid income sources.

Instead of holding the $ 1B of T - Notes yielding, say, 0.6 %, Jack would be left with $ 1B of some other income - producing asset.

May also invest in other high - yield assets, like bank loans, preferred securities, and convertible bonds.

If you look at Page 3 of C's Y - 9 performance report, you'll see that C's yield on loans is 2 % higher than the large bank peer group, yet the bank has a spread on earning assets half a point lower than other large banks.

Over time, MFS has been a leading innovator in the asset management industry, including creating one of the first in - house research departments in the mutual fund industry in 1932, launching the first high - yield municipal bond fund and the first global balanced fund, and more recently creating «outcome - oriented» products, such as its line of target - risk, target - date, and other asset allocation strategies.

One factor supporting the Australian dollar over the past couple of years has been that interest rates right across the yield curve in Australia, and perceived returns on other assets, have been higher than those in a number of other countries, particularly those which experienced a recession and a collapse of share prices in the early part of this decade.

It was observed that prices of other risk assets, such as emerging market stocks, high - yield corporate bonds, and commercial real estate, had also risen significantly in recent months.»

Correlations between crude oil and other higher risk assets, such as stocks, emerging market assets and high yield bonds, remain elevated.

Structurally lower yields underpin our positive view on equities and other risk assets, and we favor equities overall to credit.

Less than one - third of pension - fund assets typically are parked in safer, lower - yielding government bonds and other fixed - income investments.

Although recently rising prices for stocks, high - yield bonds, commodities and other riskier assets would suggest otherwise, investors remain skittish over the still unresolved and quite concerning risks facing financial markets, such as the U.S. presidential election, the potentially prolonged post-Brexit renegotiations, Italian bank solvency and a slowing China.

Higher real yields change the relative value proposition of stocks and bonds, raising the bar for equities and other risk assets as investors re-assess risk / reward.

Correlations between crude oil and other higher risk assets, such as stocks, emerging market assets and high yield bonds, remain elevated.

These high - quality fixed income assets seek to provide higher yields than other bonds after taxes (and recently longer maturities have been outyielding Treasuries even before tax).

For example, changes in interest rates could adversely affect net interest margin — the difference between the yield the bank earns on assets and the interest rate it pays for deposits and other sources of funding — which could in turn affect earnings.

AGNC, NLY, IVR, and others» double digit annual yields are very impressive, and unmatched by any other asset class.

Even when this bond drops to a 2 % yield, it may still have value in relation to other assets.

U.S. preferred stocks are perceived to be an attractive investment, as they have historically offered higher yields than other asset classes, especially when the global rates remain low.

Not to mention, unlike other dividend funds, its lower yield pushes away current yield chasers, who are driving up asset values in every corner of the market.

Asset class style power rankings are rankings between Growth and all other U.S. - listed asset class style ETFs on certain investment - related metrics, including 3 - month fund flows, 3 - month return, AUM, average ETF expenses and average dividend yiAsset class style power rankings are rankings between Growth and all other U.S. - listed asset class style ETFs on certain investment - related metrics, including 3 - month fund flows, 3 - month return, AUM, average ETF expenses and average dividend yiasset class style ETFs on certain investment - related metrics, including 3 - month fund flows, 3 - month return, AUM, average ETF expenses and average dividend yields.

Growth and all other asset class styles are ranked based on their AUM - weighted average dividend yield for all the U.S. - listed ETFs that are classified by ETFdb.com as being mostly exposed to those respective asset class styles.

May also invest in other high - yield assets, like bank loans, preferred securities, and convertible bonds.

If Treasury rates are low, this often brings down the yields of other asset classes as well.

The basic idea was to encourage older investors who have made gains in the risk assets, typically stocks, though it would apply to high yield bonds and other non-guaranteed investments that are highly correlated with stocks.

In their view, credit fundamentals are improving for many municipal bond issuers and taxable equivalent yields are attractive relative to other fixed income asset classes.

Strategies commonly employed in tax - advantaged portfolio management, where tax considerations are consistently factored into ongoing decision making, include deferring sales, harvesting losses, selecting high - cost - basis lots for sale, transferring assets internally to circumvent wash - sale rules, timing purchases to avoid dividends, and holding low - yielding stocks, among others.

Other noncore asset classes, such as high yield bonds, TIPS, and REITs, can also help investors hedge their inflation risk.

The selling has extended into other asset classes, notably commodities and high yield, and has been accompanied by an abrupt spike in market volatility.

Many other assets typically included in income portfolios have held up well, and some have actually performed better, when yields have been rising.

Correlations between crude oil and other higher risk assets, such as stocks, emerging market assets and high yield...

The yield on the two - year Treasury dropped 0.28 percentage points, the most since 2008, signalling investors were driving prices up as they rushed to buy the safe - haven asset (bond yields and prices move inverse to each other.