Sentences with phrase «returns than equity»

While investing in them, one should expect lower returns than equity funds.

Equity stocks may give you better returns than Equity oriented mutual funds, but do remember that they come with higher risks.

CC — When you said REITs historically offered a lower return than equities, is that total return (including reinvested distributions)?

Yes, they may provide lower expected returns than equities, but bonds are an important piece in your portfolio.

A well - run convertible bond strategy could be expected to achieve lower positive returns than equities, but with some downside mitigation.

Not exact matches

From that sample, we seek out companies that have return on equity of at least 12 % and a beta above 1, indicating that a company is less volatile than the market average.

Federal Labor MP Pat Conroy will demand to know why Australian banks have higher returns on equity than those in other countries when he questions bank chief executives attending a Canberra hearing next week.

He's still dead set on sweeping equity declines totaling more than 60 % — a plunge he says will erase the excess total return of the S&P 500 index dating all the way back to October 1997.

Private equity returns remained strong but were lower than the prior year quarter, while income from our fixed income investment portfolio increased due to a higher average level of fixed maturity investments and higher short - term interest rates.

Private equity funds are basically «corporates on steroids» because they can't simply compete and perform the same way any other corporate would because corporates have a lower cost of capital and are able to accept lower returns than a PE firm.

Investment giant Vanguard Group goes even heavier on equities than Schwab does, to power decades of retirement returns.

«Several decades back, a return on equity of as little as 10 percent enabled a corporation to be classified as a «good» business — i.e., one in which a dollar reinvested in the business logically could be expected to be valued by the market at more than 100 cents.

Banks have been an attractive investment in part because the return on equity has historically been very high — more than 20 % — but that level will be much harder to maintain.

In recent years they have added international equities and small - cap stocks — asset classes that come with higher volatility than sturdier blue chips, but also offer the promise of higher returns.

Equities return the most over time, but their holders have to go through more duress than investment grade fixed income, for example.

She also focuses on return on invested capital and return on equity — she wants to own companies that can actually earn more than they invest.

The point is that diversification among asset classes really helped ameliorate the return an equity - only investor would have suffered this year: a loss of 2.7 % is better than a loss of greater than 10 %.

Individuals seeking to maintain returns and diversified exposure to U.S. equities need to cast a much wider net than they have in the past, given the diminished number of publicly traded companies and the maturity of those businesses.

Fund manager investments in Amazon.com Inc and Netflix Inc, both of which are up more than 35 percent for the year to date, helped boost the returns of large - cap funds, noted Savita Subramanian, equity and quant strategist at Bank of America Merrill Lynch.

According to the Times, a BlackRock report «has calculated that if the financial transaction tax were set at 0.1 % per trade, an investor putting $ 10,000 in its global equity fund would lose more than $ 2,300 in expected returns over a 10 - year period.

It's going to take longer than that with equity crowdfunding simply because of the due diligence and information sharing that needs to occur when investors are buying a piece of a company and hoping to someday see a financial return.

Most investors shy away from bonds because they yield (or return) less than equities and tend to be more complex in nature.

The Bank of Georgia, a leading bank in the Eurasian country, has had a return on equity of more than 20 % for a number of years, despite trading at book value.

We believe the equity market is becoming fully valued and active investment strategies towards domestic growth and small caps ought to deliver better returns than multinationals and large caps.

«Stocks certainly look more attractive than bonds, but the case for stocks versus other asset classes is less clear... «So while returns may compress from the outsized gains we have seen over the last several years, we remain constructive on equities.

«if the financial transaction tax were set at 0.1 percent per trade, an investor putting $ 10,000 in its global equity fund would lose more than $ 2,300 in expected returns over a 10 - year period.

Such returns are much better than the average private equity, CD, bond market, P2P lending, and dividend investing returns.

The report found that banks with more than $ 10 billion of assets generally had higher returns on assets and equity, except during the worst of the financial crisis.

The performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on invested

There is no share holder buyer of last resort, and so equity buyers can demand a higher return than bond holders.

Many investors accept less than the 3.75 % rate of return to fund start - ups, sometimes in return for equity.

Given the relative position in the capital structure and security surrounding debt investments, the rate of return for creditors of a given company is typically lower than the company's equity holders.

As part of a long - term strategy, EM equity funds offer investors the potential for greater returns than they might get if they invest exclusively in developed markets.

Given the seniority of debt within the capital structure, the rate of return for debt investments is typically lower than its equity investment counterpart.

While we have to say, and we actually believe, that past performance is no guarantee of future returns, we believe that Woodstock represents our clients» best opportunity to capture that equity - like return into their own accounts rather than negotiate it away in purchasing an investment product, because we believe we have done it.

Well, it will certainly lift the rate of return investors expect from stocks, but bulls insists that with earnings growing 20 percent this year, the expected return may be sufficiently high, so that there will not be any shift out of equities, that corporations are going to make enough money to more than compensate for higher rates.

Cash alternatives, such as money market funds, typically offer lower rates of return than longer - term equity or fixed - income securities and may not keep pace with inflation over extended periods of time.

Thus, many emerging markets» growth rates in the next decade may be lower than in the last — as may the outsize returns that investors realised from these economies» financial assets (currencies, equities, bonds, and commodities).

An investment in a limited partner interest in a private equity fund is more illiquid and the returns on such investment may be more volatile than an investment in securities for which there is a more active and transparent market.

Although European banks» return on equity (ROE) recovered to more than 5 % in 2015 after bottoming out in 2011, according to SNL, no one expects ROE to match the 15 % that banks enjoyed in 2007 (see Figure 1).

As the article chart below shows, McKinsey is forecasting that the average annual equity returns over the next 20 years will be between 1.5 and 4.0 percentage points lower than they were in the past 30 years.

The tax equity returns that investors are seeing today are very robust, and better than the cash equity returns in some cases.

Managers of big banks claim that they can't fund themselves with more equity and still lend as much as they do now because stock holders require a higher rate of return than lenders do.

British Journal of Industrial Relations, 54 (1) 2016, 55 - 82, showing that such companies had higher return on equity than low equity and profit sharing companies, based on a sample representing 10 % of sales and employment and 20 % of total market value of the entire NYSE and NASDAQ comparing companies with broad - based shares to companies without broad - based shares.

Companies with at least one female board member had a return on equity of 14.1 percent over the past nine years, greater than the 11.2 percent for those without any women.

We allow that short - term interest rates may be pegged well below historical norms for several more years, and we know that for every year that short - term interest rates are held at zero (rather than a historically normal level of 4 %), one can «justify» equity valuations about 4 % above historical norms — a premium that removes that same 4 % from prospective future stock returns.

I have one little rant: It seems like EVERYONE is stating it as a known TRUTH that US equities will have lower returns in the next 30 years than they did in the last 100 years.

Only 8 % of actively managed U.S. equity funds outperformed the S&P 500 in Canadian dollar terms, while less than 5 % of actively managed International equity funds outperformed their respective index return.

The following chart, constructed from data in the paper, summarizes average equity return (ERP plus risk - free rate) estimates in local currencies for the 59 countries with more than five responses from finance / economic professors, analysts and company managers.

Based on recent corporate leverage, this decline in the cost of debt would increase the typical company's return on equity by more than four percentage points.