Sentences with phrase «recent equity performance»

Though, when you take a closer look at recent equity performance in May, each year there has been some volatility in the markets during May and the overall gains have been only marginal.

Not exact matches

A number of factors — such as rising US interest rates, the recurrence of big fluctuations in global currencies, and the widening dispersion of equity returns across sectors and regions — may have helped to create an increasingly conducive environment for hedge - fund strategies, which have seen a positive turnaround in performance in recent quarters.

Restore target allocations across global equity markets: The strong performance of the S&P 500 Index has attracted cash into large - cap stocks in recent months, but we recommend allocating into small - and mid-cap U.S. equities, and into international markets, if current allocations are below their long - term targets.

The additional factors considered when determining any changes in fair value between the most recent valuation report and the grant dates included, when available, the prices paid in recent transactions involving our equity securities, as well as our operating and financial performance, current industry conditions and the market performance of comparable publicly traded companies.

None of the factors consistently generated positive performance during recent market crashes However, almost any factor exposure would have increased the risk - return ratio of an equity - centric portfolio Low Volatility and Mean - Reversion would have been most beneficial, Momentum least INTRODUCTION A

For Putnam Europe Equity Fund, Global Equity Fund, Growth Opportunities Fund, International Equity Fund, International Growth Fund, Investors Fund, Research Fund, and Sustainable Leaders Fund, recent performance may have benefited from one or more legal settlements.

Outside of the 1980 bond performance (when yields dropped from nearly 14 percent to 9.5 percent), the two most recent equity bear market performances by bonds really stand out.

«Emerging markets hedge fund performance has surged in recent months, led by funds with exposures to Latin America and Russia, driving the strongest monthly performance gains in over a decade, as commodities and regional equities recovered from steep early year losses,» stated Kenneth Heinz, president of HFR.

Looking at the historical performance of the MSCI World Value and Growth Indexes, value has lagged growth in recent years but has tended to recover strongly in the aftermath of past periods of sustained weakness.1 We expect the eventual normalization of economic and policy trends to be supportive of value - oriented equities after this pronounced period of underperformance.

This is a defensive allocation, as a result of recent volatility and negative performance in a variety of equity, commodity and bond markets.

Two conclusions from recent PISA studies are that increased national performance is associated with greater equity in the distribution of educational resources and that equity can be undermined when school choice segregates students into schools based on socioeconomic background.

Case in point: A big U.S. equity overweight has been less successful year - to - date, given the recent pullback in U.S. equities and particularly strong performance from Europe and Japan.

This is a defensive allocation, as a result of recent volatility and negative performance in a variety of equity, commodity and bond markets.

This is still a somewhat a defensive allocation, as a result of recent volatility and negative performance in a variety of equity, commodity and bond markets.

Equity markets continued their impressive 2017 performance in the second quarter, although markets cooled off over the course of the most recent 3 - month period, particularly in June.

Looking at the historical performance of the MSCI World Value and Growth Indexes, value has lagged growth in recent years but has tended to recover strongly in the aftermath of past periods of sustained weakness.1 We expect the eventual normalization of economic and policy trends to be supportive of value - oriented equities after this pronounced period of underperformance.

During this recent market selloff, it might come as a surprise that EM equities have held up relatively well — actually outperforming U.S. equities during this leg lower, based on the performance of the S&P 500 Index and the MSCI Emerging Markets Index from 26 January to 8 February 2018, according to Bloomberg.

All of this is pointed out by J.R. Rieger in his recent blog post: U.S. Preferred Stock: Equity & Bond Characteristics Helping or Hurting Performance?

The SPIVA U.S. Mid-Year 2017 Scorecard shows that the relative performance of actively managed domestic equities funds across large -, mid -, and small - cap segments has improved in recent months.

For Putnam Europe Equity Fund, Global Equity Fund, Growth Opportunities Fund, International Equity Fund, International Growth Fund, Investors Fund, Research Fund, and Sustainable Future Fund, recent performance may have benefited from one or more legal settlements.

As discussed in a recent PlanSponsor article by John Manganaro, [1] record 401 (k) balances and equity performance could be skewing retirement accounts to higher equities allocations.

For performance data that is current to the most recent month - end for each fund as well as other information on the FAM Value Fund, FAM Equity - Income Fund, and FAM Small Cap Fund, please go to famfunds.com or call [phone].

Outside of the 1980 bond performance (when yields dropped from nearly 14 percent to 9.5 percent), the two most recent equity bear market performances by bonds really stand out.

Indeed, as to almost all of TAVF's investments since the Fund started investing four and a half years ago, either the issuer's recent earnings performance was poor, or the near - term outlook was clouded at the time TAVF invested in the equities — hardly prescriptions for outperforming the market consistently.

A satellite «shut - off valve» could be used too, which could be determined by measuring the percentage fall of all or part of the satellites» combined performance from a particular point such as a recent peak in the equity curve of the entire Core Satellite portfolio.

Tadas says the equity risk premium is sensitive to recent performance, and mean reverting:

Addleshaw Goddard's yo - yoing recent financial results — a 40 % leap last year in profit per equity partner was followed by a 31 % drop this year — are reflected in some changeable performances in the various categories of the Legal Cheek Trainee and Junior Lawyer Survey 2017 - 18.

The happy internal mood corresponds with robust recent financial performance; profit per equity partner rose by 14 % to # 625,000 this year and overall revenue went up 11 % to # 423 million.

Given the kind of performance equities have provided in the recent past, considering ULIPs as an investment option becomes even more attractive.

Private equity funds have posted impressive performance results in recent years.

«The revision is being driven by continued weakness in its New York portfolio and recent under performance in the company's San Francisco portfolio,» Equity Residential said in the statement.

As a retail broker with a number of land listings, it appears there is an increased interest in developing small - shop, multi-tenant retail projects of less than 15,000 sq. ft.. Many inquiries come from novice developers, motivated perhaps by the recent poor performance of the equities markets to find a more lucrative investment.

A recent survey of high net worth investors found that 83 % believe that commercial real estate assets will post better performance than equities for the rest of this decade.