Sentences with phrase «term bond fund managers»

These investors also tend to have a much longer investment horizon and lower return hurdles than shorter - term bond fund managers or leveraged investors.

These investors also tend to have a much longer investment horizon and lower return hurdles than shorter - term bond fund managers or leveraged investors.

Not exact matches

To reduce the risk of capital losses, sell bonds and bond funds with a 10 - year - plus time horizon and buy short - term notes instead, says Dominic Bellissimo, a portfolio manager with Dynamic Ffunds with a 10 - year - plus time horizon and buy short - term notes instead, says Dominic Bellissimo, a portfolio manager with Dynamic FundsFunds.

Certainly, it offers an attractive level for longer - term investors such as pension and insurance funds to lock in a relatively decent yield, and will tempt some portfolio managers to buy bonds rather than equities.

Fund manager Julian Potenza says long - term bonds still have a role to play in a diversified portfolio.

While she expected that bond yields might not fall too much near term as managers would need to allocate some funds to cash bonds, swaps and futures would likely remain under pressure.

In the old days of bond investing, you would pick a bond fund with a narrowly defined mandate, like «medium - term corporates,» and the bond manager would spend his life trying to outperform the stated benchmark.

Bill Gross, an influential bond fund manager, tells Bloomberg that he expects rates to tread water for the near term.

The funds are designed to deliver regular income or capital growth over a long - term period and cover bonds, Europe, Far East, Multi - Manager / Multi-Asset, Specialist, the UK and the US.

Hence the fund managers adopting Duration strategy invest in Long Term bonds so that they can benefit from any fall in interest rates.

In pursuing income, the fund's managers have the flexibility to invest across the fixed income spectrum, including Treasuries, mortgage - backed securities, corporate bonds and floating - rate term loans.

Investors and fund managers search for yield, extend maturities, reach for lower credit quality and shift assets from short term floating rate money market funds to bonds, bond funds and similar investments.

Make sure you understand what kind of bonds are contained within the fund and if the fund manager is forced to hold long - term bonds or if they have total flexibility with the holdings.

2) If you're considering a bond fund, if the fund includes long - term bonds and if so, if the manager has discretion to move into shorter - term bonds;

Duane McAllister, CFA, is a Senior Portfolio Manager with Baird Advisors and leads the team that manages the Short - Term Municipal Bond Fund and the Core Intermediate Municipal Bond Fund, both available through Baird Funds.

Selecting 3 or 4 stock and bond index mutual funds is enough to outperform most active managers and robos over the long term, and you will save more money with reduced fund expenses, lower turnover, and no ETF - related costs.

If the fund's name includes the term, it means the fund's managers or sponsors feel they can enhance returns and / or reduce the risks of their funds by switching back and forth among stocks, bonds and cash equivalents, often using a so - called «black box,» a computer program that makes trading decisions based on a pre-selected set of rules for interpreting financial statistics.

A good bond manager has already decreased the portfolio duration (selling long term bonds to buy more short term bonds) to make sure that the bond fund doesn't drop drastically.

Mr. Bohlin manages the Thornburg Limited Term Income Fund and the Limited Term U.S. Government Fund; Mr. Strickland is manager of the Thornburg Municipal Bond Portfolio.

Managers in the intermediate - term actively managed bond category saw the most substantial improvement in their one - year success rate; 85 % of these funds survived and outperformed their passive peers.

The investment manager for the stable value fund invests in a portfolio of intermediate term bonds with an average duration of approximately three to four years that will provide a significantly higher interest rate, or yield, than for example the short - term (average 60 days or less) securities typically held by a money market fund.

Sean Corcoran has been appointed portfolio manager and joins Franco Castagliuolo as co-manager on Fidelity Advisor Mortgage Securities Fund (with retail and Advisor share classes), Fidelity GNMA Fund, Fidelity Government Income Fund (with retail and Advisor share classes), Fidelity Inflation - Protected Bond Fund (with retail and Advisor share classes), Fidelity Intermediate Government Income Fund, and Fidelity Limited Term Government Fund.

PIMCO Total Return Fund leverages the firm's time - tested investment process, vast global resources and expertise of three industry - renowned portfolio managers to actively seek diverse sources of returns from higher - quality, intermediate term bonds.

Kneeland is a new entry at the top of our ranking, debuting as a Citywire AAA - rated manager for his impressive Transamerica Short - Term Bond fund.

Fixed - income investors and large bond fund managers are buying CRE - CLOs, which is creating a permanent term financing tool for bridge lenders, notes Felix Gutnikov, a principal and executive vice president of origination at Thorofare Capital, a loan origination and servicing company.

Fixed - income investors and large bond fund managers are buying CRE - CLOs, which is creating a permanent term financing tool for bridge lenders.