Sentences with phrase «role of your bond portfolio»

Not exact matches

We still see a role for credit in bond portfolios but, overall, prefer to take economic risk in equities, as reflected in our recent downgrade of U.S. credit.

It may make sense to review your strategy, but we think bonds play a role in most portfolios, regardless of the rate environment.

If this bond - equity relationship remains unstable when yields are at risk of climbing further, long - term Treasuries may not play their traditional portfolio diversifying role.

Bond funds can play an important role in your investment strategy by helping to deliver income, offset some of the stock market risk in your portfolio, and preserve your savings.

While the returns on money market funds are generally not as high as those of other types of fixed income funds, such as bond funds, they do seek to provide stability, and can therefore play an important role in your portfolio.

Bottom line: Bonds can play an important role in providing income during retirement, but may not provide a significant source of portfolio growth.

In this role, Mark is a member of the Global Bond Risk Committee, responsible for the risk allocations across portfolios and management of aggregate portfolio risk.

An examination of the historical performance of fixed income in the periods during and immediately following a rate rise has revealed a potentially more favorable outlook for investors who were committed to the long - term role that bonds typically play in a portfolio.

Municipal bonds can play an important role in an investor's portfolio, offering a higher tax - equivalent yield than many taxable fixed income alternatives, and the potential for portfolio diversification to stocks and other types of bonds.

For long - term investors, a traditional bond allocation (whether it's a ladder or a broad - based ETF) will provide more protection when equity markets take a tumble, and that's the most important role of fixed income in a portfolio.

Bonds, or fixed income, essentially play two roles in a portfolio: They offer yield, or income, as well as potential diversification benefits as a sort of ballast to counter equity risks.

Traditionally, bonds have played two roles within a portfolio: generation of yield and protection of principal.

And while dividend stocks can play a role in the stock portion of your portfolio, they're considerably more volatile than bonds, and thus not an appropriate bond substitute.

It may make sense to review your strategy, but we think bonds play a role in most portfolios, regardless of the rate environment.

First let's consider the challenge to the income producing role of bond allocations in a portfolio.

We still see a role for credit in bond portfolios but, overall, prefer to take economic risk in equities, as reflected in our recent downgrade of U.S. credit.

In his role as assistant fund manager he transferred to Aberdeen's Singapore office in 2004 to facilitate the incorporation of Asian fixed income into global bond portfolios, before joining the Asian fixed income team in 2005 to focus on Asian local currency interest rate and foreign exchange strategy.

A review of the basics of bonds and why they can play an important role in your portfolio, as well as an overview of the positioning of the Steadyhand Income Fund.

Explore bond types, yields, and the role of bonds in a portfolio.

The perspective of a pension fund manager can help you understand the role of bonds in your own portfolio.

He doesn't dispute the fact we appear to be at the end of a 30 - year bull market in bonds, but Vanguard still believes bonds play a significant role as risk dampeners in portfolios.

Humility suggests that we can not entirely ignore the traditional role of bonds in investment portfolios.

The primary reason we hold bonds is not for their return per se, but for their role in reducing the overall volatility of the portfolio.

Accordingly, almost any investor may find that ETFs can play a useful role — whether in place of or amidst a portfolio of stocks and bonds.