Sentences with phrase «term investment grade bonds»

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

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

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

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

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.

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.

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.

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

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 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.

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.

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

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

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.

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.

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.

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.

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

Note that while VTI and the S&P 500 fell about 10 % in the last month, and VEU (non-US stocks) fell about 15 %, the intermediate - term investment - grade bond fund VFICX barely budged.

With money market rates close to 0 %, short - term bond rates between 0.3 % (treasuries) and 1.75 % (investment grade), and intermediate - term bond rates between 1.3 % (treasuries) and 3.1 % (investment grade), the PenFed 7 - year CD rate of 3.5 % is very good.

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For instance, in 2008, the Vanguard index fund returned 5.1 %, beating its peers — funds that invest mainly in taxable investment - grade, intermediate - term bonds — by an average of 9.8 percentage points.

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

MYGA interest rates will vary over time as market conditions change, being driven most notably by longer - term Treasury and investment grade corporate bond yields.

As a result, I've shifted to XBB (or VAB) which contains a mix of short, medium and long - term bonds, all investment grade.

A: It's important to note that the Wellesley and investment - grade bond fund were recommended for investors who want to take more risk than an almost guaranteed short - term bond fund.

GICs may even pay slightly more than investment - grade corporate bonds with terms of two to five years, Cunningham says, which is contrary to the usual pattern.

If you're comfortable with a little credit risk, use short - term investment - grade corporate bonds to get a little more yield.

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

The Vanguard Canadian Short - Term Bond ETF will track an index of Canadian government and investment grade corporate bonds with maturities ranging from 1 to 5 years.

So if you had taken the advice of the bond doomsayers, say, five years ago and fled to cash to wait things out until bond yields ticked up, you would have likely earned well below 1 % annually on your money vs. an annualized 4 % or so in a broadly diversified investment - grade intermediate - term bond fund.

Aside from Treasurys and Treasury futures (including possible short positions), FIBR has exposure to MBS, short - and intermediate - term investment - grade bonds, and high - yield securities.

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).

If you feel you need a bit more protection against rising rates, you can put a portion of your bond stash into a short - term investment - grade bond fund.

But short - term headwinds don't change the important role US investment - grade bonds can play in a portfolio.

Given all this, I suggest that anyone investing for retirement and other long - term goals start with a broadly diversified portfolio of short - to intermediate - term investment - grade bonds.

In addition to investment - grade and high - yield bonds, Shandro looks for opportunities in the term - loan segment.

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.

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

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.