Sentences with phrase «relative values of assets»

Yes, but over the year, he has been pretty good at estimating the relative values of assets.

Not exact matches

One of the goals of «quantitative easing,» the Fed's program of buying Treasuries to increase monetary supply and reduce the value of bonds, was to bolster other assets relative to bonds.

That is because a decline in the dollar would raise the value of the income earned on our foreign direct investment and foreign - currency denominated assets, relative to the income that foreigners earned on their dollar - denominated investments in the United States.

These financial products track the price of an underlying asset (in this case, bitcoin) and gain or lose value relative to that base asset.

The aggregate purchase price has been preliminarily allocated to the tangible and intangible assets acquired and liabilities assumed based upon our assessment of their relative fair values as of the acquisition date, with the excess of the purchase price over the fair value of the net assets acquired recorded as goodwill, as follows:

Unless these firms» net foreign currency liabilities are hedged, a depreciation of the Australian dollar could result in a deterioration of their balance sheet positions — by increasing the Australian dollar value of their liabilities relative to their assets.

The purchase price has been allocated to the tangible and intangible assets acquired and liabilities assumed based upon our assessment of their relative fair values as of the acquisition date, with the excess of the purchase price over the fair value of the net assets acquired recorded as goodwill, as follows:

The purchase price was allocated to the tangible and intangible assets acquired and liabilities assumed based upon management's assessment of their relative fair values as of the acquisition date with $ 33,612 attributed to goodwill, $ 10,800 to identified intangible assets and $ 112 of net liabilities assumed.

The aggregate purchase price has been allocated to the tangible and intangible assets acquired and liabilities assumed based upon our assessment of their relative fair values as of the acquisition date, with the excess of the purchase price over the fair value of the net assets acquired recorded as goodwill, as follows:

The index tracked by CEFL specifically targets those funds trading at a discount, with the idea that a cheaper market price boosts yield relative to the yield on the fair value of assets.

Now, one might object that a high value of financial assets relative to disposable income is actually a good thing, and that it reflects greater saving by households.

A closed - end fund seeking high current income and relative stability of net asset value by investing in a wide variety of fixed - income securities globally.

One way to observe the effects of Fed - induced yield seeking speculation is to examine the value of financial assets held by households (the Z. 1 flow of funds data include nonprofit organizations here), relative to disposable household income.

Rebalanced quarterly, the index is comprised of all eligible hedge fund strategies, including but not limited to equity hedge, event driven, macro, and relative value arbitrage, that meet certain criteria include UCITS compliance, net performance reporting, at least biweekly NAV reporting, and at least $ 10 million of assets under management or 6 months of track record.

«Simple Asset Class ETF Value Strategy» (SACEVS) finds that investors may be able to exploit relative valuation of the term risk premium, the credit (default) risk premium and the equity risk premium via exchange - traded funds (ETF).

The net asset value (NAV) of the funds» shares may fluctuate due to changes in the market value of the funds» holdings, as well as the relative supply of and demand for the shares on an exchange.

Assets denominated in a foreign currency are subject to adverse movements if the relative value of that currency falls.

«They are promoting a lot of value but are not capturing it,» he said, noting the stock trades at lower multiples relative to its peer group and to its net asset value.

Higher real yields change the relative value proposition of stocks and bonds, raising the bar for equities and other risk assets as investors re-assess risk / reward.

That means that as your stock funds increase in value relative to your bond funds, a greater portion of your investment portfolio will be held in these riskier, more aggressive assets — something that could throw off your allocation and risk tolerance.

There is the tangible (a cheap set of assets, easily measured), and the intangible — artistic expression, whether in painting, music, acting, etc. (where values are not only relative, but contradictory — except perhaps for Keynes» beauty contest).

Looking both within and outside of the benchmark, the Fund seeks relative value opportunities across traditional investment - grade and high - yield bond sectors, also including nontraditional asset classes like non-U.S. sovereign and corporate debt, convertibles, and floating - rate loans.

An entity or entities to oversee the transaction, provide custody of the collateral, transmit payments, assure return of the asset at the end of the lending term, and gauge the adequacy of collateral relative to the value of the asset.

First, the shares of closed - end funds frequently trade at a premium or discount relative to their net asset value.

I think the definition of value investing is much broader and transcends buying ultra cheap companies relative to some measure of cash flow or tangible asset backing.

This pioneer of value investing recommended investing in businesses with healthy assets relative to liabilities and positive earnings over the trailing 5 years, along with a minimum of 3 % annual growth rate in the last 10 years.

As with all CEF investments, there is an additional potential for profit besides the increase in value of the underlying assets per share (also called Net Asset Value or NAV), which is the improvement of their market price relative to theirvalue of the underlying assets per share (also called Net Asset Value or NAV), which is the improvement of their market price relative to theirValue or NAV), which is the improvement of their market price relative to their NAV.

That means that assets and debts denominated in dollars, e.g. cash, loans, bonds, and the like, also decrease in value relative to all the many assets that are not defined in terms of dollars, e.g. stocks, commodities, and real estate.

The relative value of all US assets will be a smaller proportion of global assets, though it will still likely be the largest share in the world.

The net asset value (NAV) of the Fund's shares may fluctuate due to changes in the market value of the Fund's holdings, as well as the relative supply of and demand for the shares on an exchange.

A cap rate measures a property's natural rate of return for a single year without taking into account debt on the asset, making it easy to compare the relative value of one property to another.

As with asset allocation and stock selection, relative valuations can predict the long - term future returns of strategies and factors — not precisely, nor with any meaningful short - term timing efficacy, but well enough to add material value.

With a pension valuation, you can judge the value of the pension relative to other assets and make better decisions on whether and how to divide it.

(Hint: markets that have a high level of transactions relative to the underlying asset value have a lot of speculative «noise traders.»)

The net asset value (NAV) of the fund's shares may fluctuate due to changes in the market value of the fund's holdings, as well as the relative supply of and demand for the shares on an exchange.

Value stocks are those that appear to be undervalued by the market relative to the company's current sales, profits, or value of its asValue stocks are those that appear to be undervalued by the market relative to the company's current sales, profits, or value of its asvalue of its assets.

The proportion of the Allocation Fund's portfolio invested in each asset class will vary from time to time based on the Manager's assessment of relative fundamental values of securities and other investments in the class, the attractiveness of the investment opportunities within each asset class, general market and economic conditions, and expected future returns of investments.

I may not have exotic tail risk hedged out the wazoo, or try to necessarily bet against the idiotic & irrational, but my goal is to consistently seek out stocks, markets & asset classes which (ideally) offer the most attractive risk / reward equation, in terms of absolute value (not relative value).

The raw material for constructing such a portfolio is 1) a list of potential investment ideas; 2) estimates of intrinsic value; 3) a comparison of these values relative to market price (essentially determining which ideas posses the widest margin of safety); 4) an assessment of each asset's isolated risk as well as its effect on the portfolio's overall risk profile (how does a given asset correlate with other assets in the portfolio?).

That added value is based on a combination of factors, such as tax - efficient decisions and liability - relative asset allocation optimization that a financial advisor may provide.

The aggregate values and relative proportions of the financial markets will define this average asset allocation.

The asset swap spread is one widely used metric to determine relative value of one bond against other bonds of the same currency.

A closed - end fund seeking high current income and relative stability of net asset value by investing in a wide variety of fixed - income securities globally.

The fund seeks to provide high current income and relative stability of net asset value.

To the extent currency exchange transactions do not fully protect a Fund against adverse changes in currency exchange rates, decreases in the value of currencies of the foreign countries in which a Fund will invest relative to the U.S. dollar will result in a corresponding decrease in the U.S. dollar value of a Fund's assets denominated in those currencies (and possibly a corresponding increase in the amount of securities required to be liquidated to meet distribution requirements).

It endeavors to identify relative value investments across all locations, industries and tenants among these properties through the principled application of company proprietary risk assessment model, operate properties in an institutional manner, and capitalize business appropriately given the characteristics of assets.

Conversely, increases in the value of currencies of the foreign countries in which a Fund invests relative to the U.S. dollar will result in a corresponding increase in the U.S. dollar value of a Fund's assets (and possibly a corresponding decrease in the amount of securities to be liquidated).

A relative lack of secondary market purchasers of closed - end fund shares also may contribute to such shares trading at a discount to their net asset value.

To return to a concept I discussed in the first column I wrote for RealMoney, Valuing Financial Slack in the Steel Sector, banks with a high degree of leverage relative to the overall riskiness of their assets and liabilities possess little in the way of financial slack.

It's not perfect, and it's still a work in process, but anchoring estimates of intrinsic value on the earnings power of company assets (relative to a required rate of return, which I set at an exacting 10 %) helps avoid value traps.