Sentences with phrase «over bonds as»

While Muhlenkamp reminds us that this volatility is less important as investors lengthen their time horizon, stock investors still demand premium return over bonds as compensation for the increased volatility and risk inherent in stocks.

Not exact matches

The dollar has rallied through much of the past week as concerns over the U.S. - China trade dispute receded, and as the U.S. 10 - year bond yield shot past 3 percent for the first time in four years.

That's exactly what has happened over the last month, as shown in this graph of the yield on the 10 year US treasury bond for the last year (keep in mind that yields going up means prices going down):

Also, as bond rates rise, some of the money that migrated over from the bond market in search of higher yields will return to the safety of fixed income.

«If they do target aggressively the 2 percent inflation target, and undertake a significant amount of QE, that may have an impact on underlying JGB (Japanese government bond) yields as investors become concerned over Japan's debt,» he said.

U.S. bonds rose on concerns over Donald Trump's ability to deliver on key campaign pledges such as tax cuts and infrastructure investment.

One way to truly grow your income is to buy more annuities, in which the investor has to pay you annual sums, as well as bonds that will also pay out over time.

April 26 - U.S. stock index futures pointed to a strong open for the tech - heavy Nasdaq on Thursday as a slew of upbeat earnings from Facebook and Qualcomm helped set aside worries over rising U.S. bond yields and corporate costs.

«A bear market in bonds calls for more than a global cyclical upswing, as not all forces that dragged yields down over the past decades have suddenly vanished,» argued Peter van der Welle, a strategist at Robeco.

The yield on the BofA Merrill Lynch High Yield Bond index rose from just over 6 percent at the end of May to 7.9 percent as of Nov. 17.

The issue of bond market liquidity has been a consistent theme over the past years or so with financial executives such as JP Morgan CEO Jamie Dimon, Blackstone CEO Steve Schwarzman, and Oaktree Capital's Howard Marks weighing in on the issue and generally pointing the finger at a lack of liquidity exasperating moves in financial markets.

In addition, both variable and fixed - rate mortgage rates have risen over the past year as a result of moves by the Bank of Canada and fluctuations in the bond markets.

The legislature in July enacted a fiscal 2018 budget that included the bond authorization, as well as an income tax hike over the governor's vetoes.

As I've said that the 10 yr bond crossed over 3.0 % means the US$ will be going to be weaker and weaker further and further by the 1st half of 2020 yr:) Also, the commodity price esp WTI will be going up to the level of 70 - 80 $ no later than 1st half of May (at the earliest), or no later than 2nd week of June, and then it will be in the range to the end of Trump Era:)

yields will hit the highs on close end of the day... equity markets setting up to be slammed tomorrow maybe but today they have run over weak shorts in the face of rates... the federal reserve see's this and again will wonder if they are behind on hikes, strong data, major expansion in credit, lack of wage growth rising bond yields and ballooning debt... rates will go much higher and equities will have revelations as to what that means for valuations

Instead of financing Social Security and Medicare out of progressive taxes levied on the highest income brackets — mainly the FIRE sector — the dream of privatizing these entitlement programs is to turn this tax surplus over to financial managers to bid up stock and bond prices, much as pension - fund capitalism did from the 1960s onward.

The two largest funds in the segment — the $ 15 billion iShares iBoxx $ High Yield Corporate Bond ETF (HYG) and the $ 9 billion SPDR Bloomberg Barclays High Yield Bond ETF (JNK)-- have faced sizable asset outflows as investors fret over high valuations and rising interest rates.

A 2015 bond prospectus, which HNA filed in Singapore, described it as a «related party» while annual reports filed by Hainan Airlines over 18 years stated that Pacific American was a major supplier.

This has been the case historically, as stocks have earned a 5 - 6 % premium over high quality bonds going back a hundred years or so.

There were 23 times when stocks and bonds fell not necessarily in consecutive months, but in multiple months over a period of time, as seen in the table below (the yellow overlaps with consecutive periods above; For instance, stocks and bonds fell 3 consecutive months in 1966, but also fell in 4 out of 8 months).

After dismissing the bond market's performance over the past 30 years as well, he concluded, «The primary magic potion that policymakers have always applied in such a predicament is to inflate their way out of the corner.

And even if the indicator was valid (counterfactually), the article asks readers to accept as given that earnings are properly reported here, that they will grow by nearly 50 % over the coming year, and that investors are willing to key the long - term return they require from stocks to the yield on 10 - year bonds, which has been abnormally depressed in a flight to safety.

Today, those bonds yield just over 3 %; the 10 - year Treasury currently generates about 2.3 % (source: Bloomberg, as of 10/19/2017).

But cash isn't such a bad thing in a rising rate environment as the yield pick up rather quickly on money market accounts or you can roll some of that over into higher yielding short - term bonds.

In fact, long bonds are in the midst of a correction as we speak because interest rates have finally risen over the past couple of months.

These investors may have to accept lower long - term returns, as many bonds — especially high - quality issues — generally don't offer returns as high as stocks over the long term.

As COO, he had full responsibility for all Portfolio Management, Investment Research and Office Operations of the firm, designing and developing new products for the firm in the asset classes of preferred shares and common stock, in addition to his responsibility for the firm's Government bond portfolios under management (over $ 1.7 billion).

In addition, large, broad - based indexes such as the Barclays Aggregate Bond Index have become less diversified over time, and now are dominated by U.S. government and agency debt.

Summers would take over the Fed in February, and Bernanke himself has said the bond programs, known as quantitative easing, are likely to end by mid-2014.

Turnover can be thought of as inclusions (bonds coming in) and deletions (bonds coming out) for an index over a period of time.

If we look back over the past 50 years, this stands out as evidence that municipal bonds are not risk - free.»

While this company's bond did not directly invest in increasing fossil fuel output, refineries are still processing fossil fuels and any investment in making refineries more efficient, as this bond is aiming to, will likely extend plant operating lifetimes and therefore indirectly increase emissions over time.

When I was a junk bond trader in the 1990s» we referred to anyone who bought a bond yielding over 12 % as «a yield hog.»

We have benefited from this year's rally in stocks and bonds (our Multi Asset Risk Strategy ETF Model Portfolio has a Sharpe ratio of over 3 this year — and that's with no leverage), but we are managing our risk by incorporating asset classes such as gold through the iShares Gold Trust (IAU); liquid alternatives through the IQ Hedge Multi-Strategy Tracker ETF (QAI), long - dated Treasuries through the iShares 20 + Year Treasury Bond ETF (TLT)-- each of which diversify our portfolio risk and carry well within an ETF portfolio construct.

The real returns paint a completely different picture as your purchasing power was slowly eroded over time in bonds in an inflationary environment.

Matt's expected cash flows appear to decrease over time, as successive rungs of bonds mature, but he may be able to extend that income by reinvesting the returned principal each time one of the bonds matures.

Over time, this suggests rising bid - ask spreads relative to past levels for more illiquid assets, such as corporate bonds, to help market - makers cover their operating costs.

What about the argument that the equity - risk premium (the premium that investors demand over risk - free assets such as government bonds) has fallen close to zero because of greater economic stability?

Government bond auctions should be permitted to fail as a means of expressing disproval over government policy choices.

And as longer - term graphs show (such as the one all the way at the start of this article), at most times, stocks have handily out - performed bonds over wide ranges of inflation conditions and rates of fluctuation.

An ETF holds assets such as stocks, supplies, or bonds and trades at approximately the same price as the net asset value of its underlying assets over the course of the trading day.

In addition, sovereign wealth funds — which generally diversify their portfolios to include a small portion of alternate assets such as gold, private equity and real estate — are likely to raise their allocations following the low yield in government bonds over the last couple of years.

My other observation is the Woodford Equity Income fund — a rare active fund in my portfolio -, has done incredibly well and behaved more like a bond fund as the main markets have tanked over the last year.

The way to make money in high yield bonds over the long term is to try to avoid as many of the eventual defaults as possible.

At this point, it's human nature to say — as I've often heard from clients over the last 39 years, whenever short rates rise above long rates — why buy a 20 - year bond when I get a higher yield on a 2 - year piece of paper?

Pacific Investment Management Co., which runs the world's biggest bond fund, is forecasting that advanced economies will stall over the next year as Europe slides into a recession, underscoring mounting investor concern about the global economic outlook.

Over the entire century, high - grade corporate bonds offered an incremental 0.5 % of compounded return as a default risk premium.

In contrast, medium - term inflation expectations implied by financial market prices, which are calculated as the difference between nominal and indexed bond yields, have been broadly stable at around 2.6 per cent over the past nine months.

As Wolf Richter pointed out for Wolf Street earlier this month: «Since mid-December 2016, the Fed has hiked rates four times, in total by 1 percentage point, but over the same period, junk bond yields rated CCC or below have declined 1.5 percentage points as the bonds have rallied.&raquAs Wolf Richter pointed out for Wolf Street earlier this month: «Since mid-December 2016, the Fed has hiked rates four times, in total by 1 percentage point, but over the same period, junk bond yields rated CCC or below have declined 1.5 percentage points as the bonds have rallied.&raquas the bonds have rallied.»

It's defined as the weighted average of the payments an investor will receive over time, discounted to the bond's present value.