Sentences with phrase «shifting out of equities»

Explains it due to pension funds shifting out of equities and into bonds and that US 10 year is pretty good relative to Japan and Europe.

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.

Not exact matches

After years and years and years of massive, massive inflows into bond funds and equally massive outflows out of domestic equity funds, we've finally started to see that shift.

Back when the firm rolled out target - date products, he says, the funds were designed to shift gradually toward a retirement allocation of 25 % equity and 75 % fixed income.

Veris Wealth Partners produced the Women, Wealth & Impact report to demonstrate that «better companies are created by shifting the flow of wealth and power to women, whether we aim to lift women and girls out of poverty or bolster women's leadership and entrepreneurial pursuits» and Trillium's Investing for Positive Impact on Women report which presents concrete gender - lens investment examples have spurred increasing investor interest in gender lens investing across fixed income and public equities.

Though the gain in the S&P 500 since 2014 is likely to be wiped out rather easily, the challenge for hedged equity strategies in the interim has been the extended duration of this top formation, coupled with a feverish shift of investors toward indexing, which has benefited the capitalization - weighted indices relative to a wide range of historically effective stock - selection approaches.

In our legal special, we discover what it takes to succeed as a private equity lawyer; examine some of the challenges facing the industry since the financial crisis; find out why fund terms are lengthening, the advantages of integrating permanent capital into a fund structure, and the latest regulatory shift in Germany in our expert commentaries; all this and more.

Beginning in the early 1950s, pension funds began to shift their allocations out of fixed income and into equities.

Last year, investors shifted their money out of money markets into both bonds and equities.

Since different types of equity securities (e.g., large - cap, mid-cap, small - cap) tend to shift into and out of favor with investors depending on market and economic conditions, the performance of the Fund may also be worse than the performance of equity funds that focus on other types of equities or have a broader investment style when the adviser's management style is out - of - favor.

I was surprised to learn that most planners are now advising to shift investment strategies towards U.S. equities and bonds have deeply fallen out of favor.

Three months later and investors discovered the European problem; until recently we were in risk - off mode again, the market trending down as investors shifted out of «risky» equities.

Money is shifting out of U.S. Treasuries and into equities as end - of - the - year asset allocation continues.

For example, while many investors responded to the 2008 financial crisis by moving their money out of equities, those who left their 401 (k) s alone gained as much as 64 %, because they didn't shift their strategy.

For investors seeking out the proverbial free lunch of international equity diversification — like returns with lower risk — this doesn't sound like a favorable shift in trends.

Already institutional investors like hedge funds, mutual funds, private equity firms... etc. are shifting from buying stocks... to committing hundreds of millions of dollars (in some cases, billions) to buying foreclosed and REO houses... and renting them out.