Sentences with phrase «outperform equities»

Housing doesn't have to outperform equities to make buying a 500k house with a 300k mortgage a better investment than investing 200k in the stock market.

With corporate debt markets priced for another Great Depression, High Yield Bonds are in a unique position to outperform equities given recent runups off the lows while providing a high yield income stream for years to come.

They have returned 7 percent year - to - date and are outperforming equities by 8 percent, the strategists said.

They have returned 7 percent year to date and are outperforming equities by 8 percent, the strategists said in a note.

If markets are efficient and long - run risk is real, then bond investors should have outperformed equity investors some of the time.

For example, during inflationary periods in the 1960s, commodities outperformed the equity market, while energy companies underperformed.

Translation: «We think 2016 will be the year where credit outperforms equities on a risk - adjusted basis,» Sheets says.

Before cofounding Magallanes he worked at Santander AM, Aviva Gestión and Sabadell Gestión where he has delivered superior returns in Spanish and European Equities until Septembre of +437 % and +98 % respectively, equivalent to + 11.5 % and + 15 % annual compound, for the last 15 and 5 years, considerably outperforming their equity benchmarks.

Coming from a background analysing non-equity funds with much lower volatility, someone who can outperform an equity index with significantly less vol appeals much more than the same outperformance but with greater than index volatility.

Year - to - date total return performance is not even close as preferreds are outperforming the equity markets returning a total return of 11.64 % compared to the equity markets total return of 7.62 %

Do remember that when we are investing for long - term, there are certain periods when Debt markets outperform the Equity markets, so balanced funds do outperform many of the Regular Equity diversified funds.

Finally, rising rates won't help us identify outperforming equity factors.

Before cofounding Magallanes he worked at Santander AM, Aviva Gestión and Sabadell Gestión where he has delivered superior returns in Spanish and European Equities until mid-2014 of +300 % and +45 % respectively for the last 12 and 5 years, considerably outperforming their equity benchmarks.

According to GSAM, Liquid Alts outperformed equity by 23 % and fixed income by 16 % during bear markets.

Some are trying to deliver a market neutral return; others are trying to outperform an equity or fixed income benchmark with lower volatility.

Real estate investments have outperformed equities and fixed income regularly over the past five -, 10 - and 20 - year periods on an annualized basis.

That was the only other period when bonds outperformed equities over 10 years, and the S&P dividend yield was higher than the 10 year Treasury yield.

I would suspect that building an outperforming equity model using daily closing prices is nigh on impossible given the amount of brain and compute power that has already been applied to the problem.

The yield on the NAREIT Mortgage REIT Index was 13.7 percent in the second quarter of 2012, far outperforming equity REITs.

Mortgage REITs continued to outperform Equity REITs and the broader equity market in the first seven months

Sara Rutledge, Director of Research, National Council of Real Estate Investment Fiduciaries says that «performance may have peaked» but «commercial real estate remains an attractive relative performer across asset classes, outperforming equities» meaning the outlook is «good, not great.»

Not exact matches

This means that it has outperformed global equities by just 3 percent over the same time period, according to HSBC.

Apple has increased the proportion of performance shares in its equity awards, which boosts potential future earnings for the executives if the company outperforms its S&P 500 peers.

Jason Helfstein, Oppenheimer managing director of internet equity research, told CNBC's «Power Lunch» he still has an outperform rating on Yahoo.

The index has outperformed the S&P 500 in 2010, while several individual commodities have greatly outperformed the broader market year - to - date, affecting equities and indexes that are particularly exposed to fluctuating commodity prices.

The British airline EasyJet, Italian gambling operator Lottomatica and German MTU Aero Engines are among the mid-caps that Credit Suisse equity research rates as «outperform».

According to a study by Cambridge Associates, impact investment funds launched between 1998 and 2004 — meaning those that have had a chance to sell their portfolios — have outperformed comparable private - equity funds.

Between 1980 and 2005, U.S. buyout funds, one of the main categories of private equity, heavily outperformed the S&P 500, according to research from Chris Higson at the London Business School, with about 60 % of the funds he studied beating that benchmark index.

We see solid European equity returns ahead, but lower earnings growth relative to other regions limits European stocks» potential to outperform in the short term.

My question for you, why is Buffett apparantly wrong about equities outperforming real estate (and everything else)?

Yale's domestic and international stock exposure outperforms the Absolute Return portfolio most years, but doesn't diversify or hedge a portfolio generating most of its returns from private equity

Rodriguez, a rare money manager who has outperformed in both equity and fixed - income spaces, has in recent years developed a reputation for issuing stark warnings about the direction of the economy.

VNQ has outperformed the broad equity market since 2009.

Bond funds took in more than twice the amount of investor money as equity funds did in 2017, despite being outperformed by equities six to one.

Equities will almost certainly outperform cash over the next decade, probably by a substantial degree.

As you can see below, the disciplined investor significantly outperformed the more aggressive investor who pulled back his equity exposure radically as the market fell.

In addition, Morgan Stanley's Global Investment Committee has said in their seven - year strategic forecast that they also expect EM equities to outperform, with 7.5 % annualized return versus developed market (DM) equities» 5.5 % annualized return.

Boeing (BA) recently dropped to a 4 (Below Average) for Timeliness, but the rest of these equities are ranked to either keep pace with or outperform the broader market over the next six to 12 months.

So when the dollar is weak you can expect international stocks to outperform U.S. equities.

From a performance perspective, Fairview has ample experience building programs in the space that have outperformed the broader private equity programs of large institutional investors.

As a result, private equity assets have outperformed the public equity markets repeatedly throughout the years while adding a small measure of diversification.

They will be reminded of how equities have outperformed bonds over the past two centuries.

When employing the long - short equity strategy, hedge fund managers take a long position in a stock they think will outperform, while shorting stock3 that they believe will underperform.

The implications for the loonie look good, and Jack Spitz, managing director of foreign exchange at National Bank Financial, thinks the Canadian dollar «will outperform should equity markets stabilize.»

Schwab's outlook is that A-rated stocks, on average, will strongly outperform, and F - rated stocks, on average, will strongly underperform the equities market during the next 12 months.

Gold easily outperformed the broad US equity market over that time period, despite the fact the US market has charged higher in recent years, while gold has remained well below its 2011 highs of $ 1,920 / oz.

During this recent market selloff, EMs have held up relatively well — actually outperforming U.S. equities during this leg lower.

Through this latest correction, small - cap equities have outperformed large - cap equities, which is a good sign that market expectations for inflation and interest rates are not direct threats to the economic expansion.

Another surprise: U.S. equities have outperformed non-U.S. ones year to date, reflecting the risk - on backdrop, tax - related earnings upgrades and a weaker dollar.

Commodities have rallied and EM equities have outperformed their developed market counterparts over the past month despite a stronger USD.