Sentences with phrase «portfolio in a low interest rate environment»

Not exact matches

The lower levels of concern around short - term fluctuations in portfolio values may also reflect a growing sense of realism amongst investors and the fact that they are starting to swallow the pill of lower returns in this low - interest - rate environment,» he added.

These people are going to require advice regarding taxes, portfolio withdrawal strategies, estate and trust issues and social security payouts in addition to investment management in a fairly tricky market environment with extremely low interest rates.

In this low interest rate environment, getting any kind of return on the fixed portion of a portfolio is quite difficult.

Unless you have considerable wealth, in today's low interest - rate environment your portfolio must include some stocks so your assets keep growing in retirement.

footnote ** Research from Vanguard and other retirement income experts has found that, by limiting spending to 4 % of a portfolio each year, retirees have a higher probability of maintaining a stable income stream — one that can be sustained over the typical retirement period of 20 — 30 years, even in a low - interest - rate environment.

Portfolio Manager Mark DeVaul discusses the strength of the U.S. consumer and shares his thoughts on current market valuations, explaining why he remains optimistic about U.S. equities in the current low interest rate environment.

Given the current low interest - rate environment, adding a high - yield allocation to your core bond portfolio or investing in a multisector bond fund may help increase your investment income — just remember that many of these types of funds still come with the potential for significant volatility, particularly during times of heightened economic and / or stock market volatility.

To counter this the composition of the fixed income portfolio deviates from the aggregate index in order to increase the odds of generating positive real returns in a low interest rate environment.

A retirement portfolio must keep pace with inflation, and that's impossible with cash (especially in today's low interest rate environment).

Junk Bonds for example in a low interest rate environment would not be recommended for a retirement portfolio.

In order to address interest rate sensitivity in a low rate environment, many investors will reduce the average duration of their bond portfolios by moving to shorter maturitieIn order to address interest rate sensitivity in a low rate environment, many investors will reduce the average duration of their bond portfolios by moving to shorter maturitiein a low rate environment, many investors will reduce the average duration of their bond portfolios by moving to shorter maturities.

It also plans to maintain a robust portfolio of additional products and services, while it effectively manages products in the current low - interest rate environment.