Sentences with phrase «over an investment cycle»

Schroders» Global Credit strategy seeks to outperform the Bloomberg Barclays Global Aggregate Credit by 75 - 100 basis points annualized (before fees) over an investment cycle.

So over an investment cycle they tend to provide debt - like returns for equity - like risk.

Schroders Core Fixed Income strategy seeks to outperform the Barclays US Aggregate Index by 75 basis points (before fees) over an investment cycle.

Not exact matches

The answer, suggest institutional investors like Mark Wiseman, CEO of the Canadian Pension Plan Investment Board, is to align pay to longer industry and product cycles, and to use restricted stock units (rather than stock options) that vest over time — even after the CEO retires — pushing executives to think seriously about what happens after they're gone.

The message is to encourage investors to think carefully about their risk tolerance, their true investment horizon, the extent to which they experience distress if an overvalued market advances without them, the extent to which they believe that historical evidence should inform investment decisions, and the extent to which they would be able to adhere to their investment discipline in the face of what could very well be a 50 % market loss over the completion of this cycle.

We'll confidently pursue our investment discipline in any event, in the full expectation that far better conditions will emerge to embrace market exposure over the completion of this cycle, as they always have in market cycles across history.

Since 2006, Longitude Capital has raised over $ 1.2 billion across three funds and demonstrated an ability to source, manage and exit attractive investments across multiple market cycles.

Our Investment Strategy Report published on March 19 compared equity and bond yields over multiple business cycles and found that the 10 - year Treasury yield might have to sustain levels exceeding 3.5 % (far above what we believe is likely this year) before compelling a year - end 2018 S&P 500 Index target range below our current year - end target of 2800 - 2900.2

David R. Kotok, Chairman & Chief Investment Officer for Cumberland Advisors, sits down with Asset TV to talk about how the election cycle will affect markets going forward as the uncertainty over party candidates wanes.

While long - term market returns are driven almost exclusively by valuations, investment returns over shorter segments of the market cycle are highly dependent on investor psychology, particularly the inclination of investors toward speculation or risk - aversion.

Estimates of prospective long - term returns for the S&P 500 reflect our standard valuation methodology, focusing on the relationship between current market prices and earnings, dividends and other fundamentals, adjusted for variability over the economic cycle (see for example Investment, Speculation, Valuation, and Tinker Bell, The Likely Range of Market Returns in the Coming Decade and Valuing the S&P 500 Using Forward Operating Earnings).

Put simply, valuations have enormous implications for long - term investment returns, and for prospective market losses (or gains) over the completion of any market cycle, especially those that feature historically extreme valuation peaks (or troughs).

Velocify has over 10 years of experience helping mortgage companies like yours shorten the sales cycle and expedite return on investment

That profound impact of opposing movements is why hedged and alternative investment strategies should always be evaluated over complete market cycles, rather than the advancing or declining portion alone.

But it's one thing to establish a position that risks a major wipeout of capital, and another to pursue an investment disipline that maintains a lower tolerance for risk than ordinary buy - and - hold investors require over the course of a typical market cycle.

While that's not generally true over the short - term for investment management, it still tends to be true over the full market cycle.

We adhere to a conservative, value - oriented investment approach that has yielded attractive results over a variety of market cycles.

ICO Lab is a multi-platform system that fully covers the investment cycle and helps prospective startups from all over the world to reach ICO - goals, as well as to find investors.

Investment managers attempt to outperform the market by predicting market activity, and can add value to portfolios by anticipating market cycles and continuously changing asset allocation over time.

It also doesn't help that the narrative for active management is constantly changing over time depending on where we are in the investment cycle.

During the last Fed tightening cycle, long - term yields were held down by what former Fed Chair Ben Bernanke dubbed a «Global Savings Glut» — a substantial excess of desired savings over desired investment.

Goldman Sachs and Pacific Investment Management Co. (PIMCO) see «safe places, even in corporate bonds, to ride out credit and rate risk that loom large over an aging growth cycle,» according to a recent article in Bloomberg.

What's important in terms of gauging investment confidence is that the maturing Asia - Pacific industry has locked in on the virtuous capital cycle: Limited partners (LPs) have been cash - positive in the region over the past few years, meaning GPs continue to find ways to return more capital to investors than they are drawing down for new investments.

And, because you can not tell what the market is going to do, a value investment discipline is important because it is the only approach that produces consistently good investment results over a complete market cycle» Seth Klarman

As I've emphasized in prior market comments, valuations are the primary driver of investment returns over a 10 - 12 year horizon, and of prospective losses over the completion of any market cycle, but they are rather useless indications of near - term returns.

With the recent market volatility (which is nothing compared with what we expect to observe over the completion of this cycle), we've observed a slight pickup in discussions about investment risk.

His establishing the position that Labour would not run a budget deficit over the course of the business cycle on current expenditure, but would borrow for investment, was precisely the correct position.

In a move that is controversial with some Keynesian economists, Labour is committed to «a fiscal policy framework that broadly states that the Government should borrow for investment (the capital account) and that over the business cycle Government day - to - day spending (the Government's current account) should be in balance».

Building on its BP Solar business — which BP expects to hit revenues of $ 1 billion in 2008 — BP Alternative Energy manages an investment program in solar, wind, hydrogen and combined cycle gas turbine power generation, which the company predicts could amount to $ 8 billion over the next 10 years.

• Portfolio allocations to the Swan DRS may be beneficial to investors and advisors diversified portfolio over an entire investment cycle.

Instead, Tresidder said to view investment results only over the entire market cycle.

For investors seeking long - term investment returns in value - focused stocks over the complete investment cycle (bull and bear markets combined), with added emphasis on reducing exposure to general market fluctuations in conditions viewed by the Advisor as unfavorable to stocks.

For investors seeking long - term investment returns in the U.S. equity market over the complete investment cycle (bull and bear markets combined), with added emphasis on reducing exposure to general market fluctuations in conditions viewed by the Advisor as unfavorable to stocks.

Though many managers will say that the benchmark reflects their circle of competence, and they do well within those bounds, my view is that it is better to loosen the constraints on managers with good investment processes, and simply tell them that you are looking for good returns over a full cycle.

Combining a good investment philosophy and process with experience of applying it over several economic cycles allows one to improve in a way that would be impossible to do without having applied the process in the real world over a long period of time.

That profound impact of opposing movements is why hedged and alternative investment strategies should always be evaluated over complete market cycles, rather than the advancing or declining portion alone.

Forbes» evaluated 942 funds for their Honor Roll based on the following criteria: a compound annual return over the last two market cycles (since August 31, 2000) or at least 10 % and a minimum investment no higher than $ 50,000.

It's a beautiful cycle — one that can actually increase your investment returns eightfold over 30 years.

We believe a consistent investment discipline combined with risk management leads to outperformance over a complete market cycle with lower volatility.

By giving a plan a Gold rating, Morningstar analysts are expressing an expectation that the plan's investment options collectively will outperform their relevant performance benchmarks and / or peer groups within the context of the level of risk taken over the long term (defined as a full market cycle or at least five years).

Franklin K2 Global Macro Opportunities Fund's goal is to seek to provide capital appreciation over a full market cycle, by allocating the Fund's assets across global macro-focused investment strategies, which are generally concentrated on discovering macroeconomic investment opportunities across numerous markets and investments.

They are looking for companies that they believe are «reasonably priced, and have strong fundamental business characteristics, sustainable earnings growth and the ability to outperform peers over a full market cycle and sustain the value of their securities in a market downturn, while [trying to] avoid investments in companies that it believes have low profit margins or unwarranted leverage, and companies that it believes are particularly cyclical, unpredictable or susceptible to rapid earnings declines.»

Again, the reason that the (Investment — Foreign Savings) term adds little variation to profits over the business cycle is that variations in gross domestic investment as a share of GDP are tightly and inversely correlated with variations in the current account deficit (a chart is presented in Taking Distortion at FaInvestment — Foreign Savings) term adds little variation to profits over the business cycle is that variations in gross domestic investment as a share of GDP are tightly and inversely correlated with variations in the current account deficit (a chart is presented in Taking Distortion at Fainvestment as a share of GDP are tightly and inversely correlated with variations in the current account deficit (a chart is presented in Taking Distortion at Face Value).

The unfortunate menu of depressed prospective returns and high investment risk will change, as it always has over the course of the economic cycle.

Thus I expect that investment consultants will revert to the «style box» (or something new like it) once they realize that few managers can consistently generate alpha over a full market cycle whether unconstrained of constrained.

The team averages over 20 years of investment experience through a variety of credit cycles.

Horter Investment Management's approach is to seek to achieve superior risk - adjusted returns over a full market cycle (4 - 5 years) compared to the traditional 60 % equities / 40 % bonds asset allocation.

Style - neutral framework including both value and growth investments can help lessen exposure to the value / growth cycle over time.

Jason Subotky, Portfolio Manager of the AMG Yacktman Fund and AMG Yacktman Focused Fund, discusses the investment strategy that has helped Yacktman perform over full market cycles.

AMG Yacktman Fund's 25 year track record of investing through multiple market cycles demonstrates how an investment approach focused on risk adjusted returns may help clients outperform over the long term.