Sentences with phrase «position bond investors»

That's pretty much the position bond investors find themselves in right now.

Not exact matches

So Absolute Return is used the way most of us would use bonds or cash — and Swensen has his own position on why bonds are quite risky investments... As for retail investors, AQR have funds like QSPIX which (so far) seem to fit Yale's criteria as well as anything

For instance, consider an investor who is retired, living on a fixed income stream, who may have more expenses concentrated in health care (where costs are rapidly rising), and whose portfolio is conservatively positioned with 20 % in stocks and 80 % in bonds.

That may leave investors ill - positioned to face unexpected increases in bond yields.»

It may also be that, with damage estimates of $ 50 billion positioning Hurricane Sandy as second only to Hurricane Katrina in terms of total losses, investors may be sticking with the relative safety of the U.S. bond market.

Central banks initiating «short volatility positions» via QE have dampened long - term sovereign bond yields, which crowded out private capital and induced investors to «find something else to do» by buying more esoteric assets

On the heels of that decision by the FOMC, the Federal Reserve's policymaking body, Morgan Stanley Wealth Management's Global Investment Committee (GIC) recommended that investors position their portfolios to overweight equities and underweight fixed income, or bonds.

High yield in my opinion is used more effectively as a complement to a core bond position: A potential yield tilt that can help boost income without compromising that diversification benefit investors look for in bonds.

Investors appear to be increasing their defensive positioning in the market as evidenced by the continued relative strength in the Precious Metals / Precious Metals Miners and Treasury Bond composites.

I would assume that a dividend investor would keep their equity positions and live of the distributions without needing to sell the stock for bonds.

Compare this to perhaps a slightly higher fee, active high yield bond manager who only holds more liquid, higher quality positions with an investor base perhaps not as eager to hit that sell button during periods of market turmoil.

In summary, preferreds appear well positioned against high yield bonds for investors looking for a combination of higher yields and lower risks.

If an investor is protecting a 60 % position in equities with a 40 % allocation to bonds, what would happen if equities and bonds happen to fall in value simultaneously?

I really don't think most investors really understand how interest rates will affect their bond positions

Improving High - Yield Bond Portfolio Returns Investors in corporate credit, especially high - yield bonds, tend to face shorter cycles of booms and busts than do government bond investors, and therefore have more frequent opportunities, as a result of year - over-year price volatility, to advantageously position their portfolBond Portfolio Returns Investors in corporate credit, especially high - yield bonds, tend to face shorter cycles of booms and busts than do government bond investors, and therefore have more frequent opportunities, as a result of year - over-year price volatility, to advantageously position their poInvestors in corporate credit, especially high - yield bonds, tend to face shorter cycles of booms and busts than do government bond investors, and therefore have more frequent opportunities, as a result of year - over-year price volatility, to advantageously position their portfolbond investors, and therefore have more frequent opportunities, as a result of year - over-year price volatility, to advantageously position their poinvestors, and therefore have more frequent opportunities, as a result of year - over-year price volatility, to advantageously position their portfolios.

Thus, if an investor used this strategy to determine when to go long, short, or neutral, the current signal indicates a neutral / short - term bond position based on relative strength.

Many investors use index funds to get low - cost exposure to the bond market, but index funds may not be well positioned for higher interest rates.

From my point of view, the remaining or recent investor in LINE has basically been getting a junk bond kind of instrument with an equity's position in the capital structure where the appreciation is capped / managed by the management (Although I must confess that I have only glanced at the press releases and progress since selling it....

If bond values drop, balanced funds and institutional investors are often forced to sell equity positions and buy bonds to re-balance their portfolios.

«We believe that the traditional asset allocation model of long - only stocks and bonds does not adequately position investors» portfolios for the risks and opportunities in today's global markets,» said Jerry Szilagyi, CEO of Rational Funds.

That leaves bond investors in the unenviable position of choosing between risky Greek bonds that yield something versus an outright negative real rate on the short - term bonds of Switzerland, Germany or other stable economies.

As a professional investor he is positioning his clients to profit from what climate change — and our collective response to it — will do to farmland, forestry, infrastructure and oil assets, and to government budgets and bond prices.

Bank loans and emerging - market debt offer attractive yields but come with additional volatility relative to traditional bonds, so investors should consider the tradeoff and size positions accordingly.

Interestingly, the most recently published holdings included a Puerto Rico long bond with maturity date of 2035, a risky position an investor would probably not expect in this global equity fund.

Several years ago when other investors were buying U.S. Treasuries for their safety and liquidity, Templeton Global Bond Fund's award - winning manager, Michael Hasenstab was an early seller, a bearish position he maintains to this day.