Sentences with phrase «particular classes of assets»

Not exact matches

Grantham is also bullish on two particular asset classes — farmland and forestry — based on the simple argument that «they don't make any more of it» and we need land to grow food.

The level of risk associated with a particular investment or asset class generally correlates with the level of return the investment or asset class might achieve.

It may be somewhat useful to make comparisons to that period of time to see how certain interest rate sensitive asset classes such as junk bonds, REITs, dividend - paying stocks or bonds performed, but my guess is that particular environment doesn't do a great job of showing investors what a typical rising rate scenario would look like (assuming there is such a thing).

Many times, this results because one particular asset class or investment has advanced substantially, coming to represent a significant portion of the investor's wealth.

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.

Examples of sub-groups are investors with the majority of their capital allocated to a particular asset class or geography.

So you consistently look at your overall portfolio and the mix of asset classes that you have in that particular account to make sure that you continue to harvest losses so those losses will offset future gains as you're trying to create income.

Within a futures market, an investor is able to trade futures contracts, which involves the purchase of an asset class at a particular price with a settlement date set at some point in the future.

With the exception of bonds, all of these assets classes showed significant volatility: emerging markets, REITs and real - return bonds in particular.

Remember, the goal of an index fund is to deliver the returns of a particular asset class, as measured by an index.

He's also a great example of someone who knows he might not be the smartest person in the room when it comes to a particular asset class... and acknowledges the value of building a great team to fill in the details.

One asset class might outperform during a particular period of time, but historically, no asset class will outperform during every period.

William Bernstein wrote about the phenomenon in 2001 article, Dunn's Law Review: The Life and Times of «Core and Explore,» in which he noted, «[T] he fortunes of indexing a particular asset class depend on its performance relative to other asset classes.»

3) In particular, all of the newer asset classes have short histories.

You and your family's particular tolerance of or aversion to investment risk drives your long - term asset allocation strategy and your exposure to asset classes with different expected risk and return characteristics.

A narrowly focused ETF also tracks an index, but one that concentrates on a particular sector or the market or subset of an asset class.

What about the prospects of the particular asset class?

An investment in a particular asset class is an investment in an asset that exhibits a certain set of characteristics.

A tactical asset allocation strategy calls for investing an array of percentages in every asset class, meaning you can increase your distribution in a particular category when the stocks are expected to perform well and decrease it when they're projected to perform poorly.

Some investors may get around this by purchasing different ETFs within the same asset class with new contributions, in order to have more of a chance to realize losses on that particular security (that they can use to offset gains when they rebalance their portfolio).

Grantham is also bullish on two particular asset classes — farmland and forestry — based on the simple argument that «they don't make any more of it» and we need land to grow food.

There are plenty of ETFs available, and besides covering major indices, they cover different sectors of the equity markets, different asset classes (such as Fixed Income and Alternatives), specific sectors and industries, different currencies, particular market niches as well as several different strategies (such as long and / or short ETFs).

Predicting when that turning point will be, just as forecasting when the turning point in the price momentum of a particular stock or asset class will arrive, is no easy task.

In the case of a tax loss sale, an investment is sold and a new investment is purchased to replace the investment in that particular asset class shortly after.

There are at least three ways of doing that: making bets that the market or particular sectors or securities will fall (long / short equity), shifting assets from overvalued asset classes to undervalued ones (flexible portfolios) or selling stocks as they become overvalued and holding the proceeds in cash until stocks become undervalued again (absolute value investing).

In addition to the strategic annual adjustment of each fund's target asset allocation, the adviser may adjust each fund's underlying fund allocations within a particular asset class based on the following considerations: market trends, its outlook for a given market capitalization, and the underlying funds» performance in various market conditions.

There is a push - pull in the art market where value often comes from works of art trading with exceptional infrequency even as the fact of repeated sales of art in general and an artist's work or even a specific work, in particular, gives buyers greater confidence in art as a store of value (or an asset class.)

This is particularly the case for livelihoods and households that have limited asset flexibility and / or those that experience disadvantages and marginalization due to gender, age, class, race, (dis) ability, or being part of a particular indigenous or ethnic group.

It is relatively easy to condemn an asset class or a particular stock with basic arguments like the lack of intrinsic value and speculation in the market.

As Futurism explained it, any investor who puts their money into the index fund will be betting on an asset class — cryptocurrency as a whole — versus any particular coin as has been the method of many day traders.

explained it, any investor who puts their money into the index fund will be betting on an asset class — cryptocurrency as a whole — versus any particular coin as has been the method of many day traders.

Banks are definitely selling commercial loan notes left and right to private investors, even sometimes in cases where the notes ARE PERFORMING, if the bank has a need (reducing required regulatory capital, regulatory pressure, Board mandates, etc.) to divest themselves of a particular asset class.