Sentences with phrase «term investment grade»

I've simply needed to move up to intermediate and long - term investment grade, senior notes, convertibles, preferreds and emerging debt.

The fund is actively managed by PIMCO and invests primarily in short - term investment grade debt.

You should also increase your portfolio's overall allocation of safe investments, such as GICs, short - term investment grade bonds, or real - return bonds.

If you are adept with spreadsheets, you can compute the expected return on the annuity and compare with, say, a long term investment grade corporate bond yield.

Rather than pursue cross-over corporates or high - yield or even long - term investment grade corporates, we have stayed near the middle of the curve with funds like: (1) SPDR Nuveen Muni (TFI), (2) Vanguard Total Bond (BND), (3) iShares 7 - 10 Year Treasury (IEF) and (4) iShares 3 - 7 Year Treasury (IEI).

These companies shall provide evidence of considerable financial strength as demonstrated by a long - term investment grade rating.

While the portfolio of high - quality bonds may offer additional return potential, long - term investment grade bonds are subject to substantial interest rate risk.

A: When you know you will need the money within 2 years, I don't think you should take any more risk than a short - term investment grade bond fund.

This is an intermediate term investment grade bond fund with check writing privileges.

For example consider the following mutual funds together with 10 - year yields: Vanguard Tax Exempt Massachusetts 4.38 % Vanguard Intermediate Term Investment grade 6.36 % Thanks

Despite the Fed's 25 basis point rate hike, intermediate term investment grade bonds (Corporates and Munis) still squeaked out positive returns in Q1.

Not exact matches

Today, emerging market bonds, according to different groups out there, different major broker dealers, say about three quarters of emerging market bonds are investment grade, and the market is about a trillion and a half dollars, in terms of depth and breadth.

Investment - grade corporates pay about two percentage points more than short - term government bonds, and they're less risky than they used to be.

This tool uses the present value of bond portfolios, adjusted for interest rate and inflation expectations, to show current retirees how much in retirement savings they need today to account for every $ 1 they need in the future, assuming they hold a portfolio made up entirely of investment - grade bonds and longer - term Treasurys.

These funds offer diversification across multiple asset classes, including domestic and international stocks across varying styles and market capitalization ranges, investment grade and high yield fixed income, and short - term investments.

You can invest in bond funds by stated maturities (short - term, intermediate - term, long - term), credit quality (treasuries, junk bonds, investment grade corporate bonds) or pretty much any other way you can separate bond investments.

Under normal market conditions, the Near - Term Tax Free Fund invests at least 80 percent of its net assets in investment grade municipal securities whose interest is free from federal income tax, including the federal alternative minimum tax.

Over the last twenty years, investors have witnessed a steady decline in the interest rate on investment grade bonds, GICs and term deposits.

Fitch Ratings, confirming its BBB rating — the second - lowest investment grade — and a stable outlook, said today the rating «would come under pressure» if there was no clear expectation of the Paris - based company's ratio of adjusted net debt to earnings staying below 2.5 times in the «medium» term.

Interest - rate risk is generally greater for longer - term bonds, and credit risk is generally greater for below - investment - grade bonds, which may be considered speculative.

The Near - Term Tax Free Fund invests at least 80 percent of its net assets in investment - grade municipal securities.

The one I come back to is surprisingly simple: Increased demand for quality long - term bonds combined with a limited supply has created ashortage of investment - grade securities.

In dollar terms, about 80 % of the bonds were investment - grade.

In the past 20 years, the stock market has undergone two massive declines, and in both cases, short - term, investment - grade munis — those carrying an A rating or higher — helped investors stanch the losses.

Pending specific application of these proceeds, we expect to invest them primarily in short term, investment - grade interest - bearing securities such as money market accounts, certificates of deposit, commercial paper and guaranteed obligations of the U.S. government.

To manage the risk exposure, the Company invests cash, cash equivalents and short - term investments in a variety of fixed income securities, including short - term interest - bearing obligations, including government and investment - grade debt securities and money market funds.

The next day, George put 50 percent of the money into an S&P 500 fund, while Karen placed the other half into short - term, investment grade municipal bonds.

The rotation from long to short term is much more pronounced when it comes to funds dedicated to investment grade corporate debt.

A bond rated BBB or higher (A-3 or higher, for short - term debt) is considered investment grade.

Balanced portfolios tend to divide assets between medium - term investment - grade fixed income obligations and shares of common stocks in leading corporations, many of which may pay cash dividends.

Yet we believe another milestone is of far greater significance to investors: Yields on short - term U.S. investment grade (IG) corporate bonds also hit 3 % — an eight - year high.

If your goal is to meet an approaching financial target: Consider a short - term, investment - grade bond fund or an investment - grade defined maturity bond fund.3

The Near - Term Tax Free Fund invests at least 80 percent of its net assets investment - grade municipal securities.

Short - term U.S. investment grade corporate bond yields have mostly languished below 2 % since 2010 while two - year U.S. government bond yields have hobbled below 1 %, as the chart shows.

Floating rate bank loans are loans issued by below investment grade companies for short term funding purposes with higher yield than short - term debt and involve risk.

Interest - rate risk is greater for longer - term bonds, and credit risk is greater for below - investment - grade bonds.

The bonds are all investment - grade and short - term so don't go looking for yield here.

The Bloomberg Barclays Long - Term Government / Corporate Bond Index is an unmanaged index that includes fixed - rate debt issues rated investment grade or higher by Moody's Investors Services, Standard & Poor's Corporation, or Fitch Investor's Service, in order.

If your goal is to help protect against stock market downturns: Consider investment - grade, intermediate - term bond funds (also known as core bond funds) or ETFs.

Qualifying securities must have a below investment grade rating (based on an average of Moody's, S&P, and Fitch) and an investment grade rated country of risk (based on an average of Moody's, S&P and Fitch foreign currency long term.

Commentary: Most investment grade short term municipal bond funds currently yield less than 1 %.

The issue was Ford Motor's first long - term bond since it regained its investment - grade status in May 2012.

IGIH provides exposure investment - grade, US - dollar - denominated corporate bonds while minimizing interest - rate risk by shorting U.S. Treasurys that match in terms of duration.

By comparing fourth - grade literacy outcomes against the experiences and inputs that produced these results — including indicators of health - care and preschool access, family economic well - being, mental - health and child - welfare services, nutrition, and comprehensive school quality — we can identify gaps in how we are serving children and target investments and reforms to those areas with the greatest potential to improve children's long - term life outcomes.

Fitch rates the senior unsecured debt of GM and its General Motors Acceptance Corp. finance arm «A-minus,» its fourth lowest investment grade, and their short - term debt «F2,» its second lowest.

You'll also have to find a high - grade municipal bond that fits your time horizon with a yield high enough to beat the other short - term investment options.

Schroders Short Term Municipal Bond investment strategy seeks to maximize after - tax yield and income by investing across the spectrum of investment grade municipal debt.

Nearly 20 % of the USD 1 trillion investment - grade debt issued YTD has been in 30 - year term deals.

In terms of credit profile, 67 % of the S&P / DB ORBIT Index is rated, and of which 55 % of them are investment grade rated.

These include world bonds, short - term bonds, core bonds, US Treasuries, and investment - grade corporates.