Sentences with phrase «over the investment horizon»

Given the above assumptions for retirement age, planning age, wage growth and income replacement targets, the results were successful in 9 out of 10 hypothetical market conditions where the average equity allocation over the investment horizon was more than 50 % for the hypothetical portfolio.

Medium - and long - term bonds are also quite «safe» (over an investment horizon of several years).

We believe that, for most investors, taking FX risk is not rewarded over these investment horizons.

Its unique asset allocation is designed to optimize the goals of retirement income, return maximization and diversification of investments to generate long - term returns, no matter the economic conditions over the investment horizon.

In other words, for a market participant to see more value in the June 2022 UDIBono inflation - linked bond than in the nominal version, they must believe that inflation will surpass 4.7 % over the investment horizon.

Given the above assumptions for retirement age, planning age, wage growth, and income replacement targets, the results were successful in 9 out of 10 hypothetical market conditions where the average equity allocation over the investment horizon was more than 50 % for the hypothetical portfolio.

No matter where markets are on the continuum from very cheap to very expensive, traditional Advisors will make recommendations on the assumption that investors should expect 6.5 % inflation adjusted returns on stocks over all investment horizons.

«The equity risk premium is the expected future return of stocks minus the risk - free rate over some investment horizon.

Given the above assumptions for retirement age, planning age, wage growth, and income replacement targets, the results were successful in nine out of 10 hypothetical market conditions where the average equity allocation over the investment horizon was more than 50 % for the hypothetical portfolio.

The beginning of the document includes this disclaimer: «We believe our portfolio is resilient under a wide range of outlooks, including the IEA's 450 scenario [compatible with avoiding 2C of warming]... [However,] we have no immediate plans to move to a net - zero emissions portfolio over our investment horizon of 10 — 20 years.»

Type of unit: How many units of each of the different types of housing will be in demand over the investment horizon: old units, new units, rehab units, single family units, townhouses, apartments.

Not exact matches

Predictions about how the investment landscape will develop over such a long horizon should be reviewed with caution.»

To help extend your savings at retirement over a longer time horizon, work with an advisor to assess both your investment allocation and your draw - down strategy in relation to the number of years you expect to live, he said.

That helps pensions match their investments with the income they need to produce over a long time horizon — exactly what many retirees will need in an era when people are living longer.

We have incorporated some of this strength in a higher profile for residential investment, although we still anticipate slowing over the projection horizon.

The chart below provides a quick summary of our return expectations for the S&P 500 — from current price levels — over a variety of investment horizons.

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.

The Quarterly Sector Update, including the Sector Scorecard, represents input from 3 discrete Fidelity investment teams — each with unique insights about sector investing — to provide a comprehensive view of the performance potential of the 11 major US stock market sectors over multiple investment horizons.

Most economists would be agreeing that there's going to be some form of economic slowdown in the Northern European, North American economies over the next two to three years — so within any reasonable investment time horizon.

Over the last 60 years, Franklin Mutual Series» consistent, deep value approach has benefited shareholders with long - term investment horizons.

Fidelity believes one of the best ways to do that over the long term is by considering an appropriate amount to invest in a diversified portfolio of stock mutual funds, exchange - traded funds (ETFs), or individual stocks as you plan and implement an investment strategy that fits your time horizon, risk preferences, and financial circumstances.

While in this example the difference might be a difference of less than $ 100 over a year, your investment time horizon is far longer than one year.

All that matters is how your investments fare over the long - term horizon.

Currencies are complicated, and we believe that taking FX risk is not rewarded over the medium to long - term investment horizons of most investors.

Equities are essentially 50 - year duration investments at current valuations, and even if investors are passive and don't hold any view about future market returns at all, one of the basic principles of financial planning is to align the duration of ones assets with the expected horizon over which the funds are expected to be spent.

When an investment horizon begins at depressed market valuations and ends at elevated market valuations, the total returns of investors over that horizon are always glorious (for example, the total return of the S&P 500 averaged nearly 20 % annually during the 18 - year period between the 1982 low and the 2000 peak).

Ferro and Merrick Media bought shares both separately and multiply over their two - year investment horizon.

In our view, the current market environment begs for investors to honestly assess their tolerance for loss, to align the duration of their investment portfolio with the horizon over which they expect to spend their assets; to consider their tolerance for missing returns should even this obscenely overvalued market continue to advance for a while; to understand historical precedents; to consider whether they care about such precedents; and to decide the extent to which they truly believe this time is different.

The main points here are that QE has encouraged the dramatic overvaluation of virtually every class of investments; that these elevated valuations don't represent «wealth» (which is embodied in the future stream of deliverable cash flows, not in the current price); that extreme valuations promise dismal future outcomes for investors over a 10 - 12 year horizon; and that until a clear improvement in market internals conveys a resumption of speculative risk - seeking by investors, the current combination of extreme valuations and increasing risk - aversion, coming off of an extended top formation after persistent «overvalued, overbought, overbullish» extremes, represents the singularly most negative return / risk classification we identify.

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

We are certainly not pleased with near - term underperformance, but we remain confident that our focus on business value and our extended investment time horizon will position the Fund for favorable results over longer periods of time.

Attempting to smooth out the ride for long - term investors over their investment time horizon is important — as it reduces the temptation to abandon a diversified allocation when one asset class is outperforming or underperforming others during a shorter period of time.

We build portfolios in the same manner we would manage our personal capital: We seek to maximize after - tax returns over a multi-year time horizon by concentrating our investments in the most undervalued businesses, managed by capable and properly motivated management teams.

We remain confident that our focus on business value and our extended investment time horizon will position the Fund for favorable results over longer periods of time.

In this case the investment horizon was clouded by the uncertainty over government intentions in relation to insurance premiums.

Most people use investments as a way to increase their wealth over a long horizon.

When measures of both are hard - negative, as they are now, investors should think carefully about their own risk - tolerance and their ability to sustain losses without abandoning their discipline, making sure to align their investments with the actual horizon over which they will need to spend the funds.

One way to look at the effectiveness over shorter investment horizons is through Base Rates: how often the strategy is outperforming the average stock in the universe on a rolling investment horizon.

Annual and monthly cash - flow presentations help you evaluate reinvestment opportunities or consider future investments over a specific time horizon.

A Wavelet Time - Frequency Perspective», Thomas Conlon, Brian Lucey and Gazi Salah Uddin examine the inflation - hedging properties of gold over an extended period at different measurement frequencies (investment horizons) in four economies (U.S., UK, Switzerland and Japan).

While this approach to investing can be challenging at times when we find ourselves on the wrong side of market trends, our confidence in its efficacy over a long - term investment horizon is unwavering.

In their April 2009 paper entitled «Inflation Hedging for Long - Term Investors», Alexander Attie and Shaun Roache assess the inflation hedging properties of traditional asset classes over different investment horizons.

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.

So market returns over a small number of years can experience enormous swings, but average annual returns appear much more stable when we examine a very long investment horizon.

It is an easy to read guide about setting up an investment portfolio that requires very little maintenance, and will, based on historical performance, achieve solid investment returns over a long time horizon.

It is definitely worth the investment and will open your cooking horizons to being able to cook from recipes that are written by people who live all over the world.

Assuming an initial investment of $ 100,000, over a 40 - year horizon, that 1.2 percent difference in returns translates into an over $ 140,000 difference ($ 363,000 for the portfolio with no cash vs. $ 222,000 for the portfolio with the most cash).

UVXY is intended for short - term investment horizons, and investors holding shares over longer - term periods may be subject to increased risk of loss.

Historically, the outperformance of value has been associated with a rising interest - rate environment; as the US Federal Reserve Board (sometimes referred to as «the world's central bank» for the far - reaching impact of its policies) attempts to begin raising rates, we see a potential catalyst for a value recovery over our long - term investment horizon.

History would suggest no; value has always recovered and, over time, outperformed.3 We are optimistic that any nascent change in market trends could be supportive over a long - term investment horizon for our team's value - oriented approach.