Sentences with phrase «term bond managers»

How would a factor - driven, rules - based ETF perform relative to traditional intermediate term bond managers?

How would a factor - driven, rules - based ETF perform relative to traditional intermediate term bond managers?

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 Funds.

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.

Given the whipsaw that I experienced in 2002 when the ratings agencies went from long - to short - term, I can tell you it did not add value, and that most bond manager that I knew wanted stability.

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.

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.

«The institutional interest we see in commodities is driven much more by the desire for diversification than it is by the view that tactically commodity prices will go up in the short term,» said Bob Greer, real return product manager at America's giant bond investor PIMCO, which manages over $ 14 billion in commodity - linked strategies.

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;

Maybe it can in the very short - term, and perhaps it may be a useful arrow in the quiver of a professional money manager, since bonds are difficult to sell short.

While active managers beat their respective benchmark in the short - term bond category, this was not the case in the longer - term diversified / aggregate category.

As time goes by and bonds get closer to their maturity dates, the portfolio manager will replace some of the shorter - term bonds with longer - term ones in order to keep the average within the stated range.

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.

Think of 1979 - 82: by the time bond yields were nearing their peak levels, bond managers were making money in nominal terms with rates rising because the income from the coupons was so high, and it set up the tremendous rally in bonds that would last for ~ 30 years or so.

Long - term bonds fall the most in price for a given rise in interest rates and a manager would want to hold treasury bills.

Since long - term bonds change the most in value for a given change in interest rates, a manager would want to hold long - term bonds when rates are falling.

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.

Our portfolio manager argues that rising rates do not spell doom for short - term bonds.

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.

The manager would run a historical comparison of the difference in interest rates or «yield spread» between various terms of provincial and Canada bonds and compare these levels to historical norms.

Given that long - term bonds change the most in value for a given change in interest rates, a manager would want to hold long - term bonds when rates are falling.

The managers invest, primarily, in high - yield, dollar - denominated debt though they define that term broadly enough to incorporate both high - yield bonds and debt - related instruments such as convertible bonds, hybrids and derivatives with fixed income characteristics.

Patrick Sporl serves as a Senior Portfolio Manager for intermediate and short - term bond portfolios.

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.