Over the long term, companies or funds that are unable to
generate positive returns for extended periods are likely to reduce or suspend dividends.
Let's say you have several long positions in your portfolio and expect the market to continue to be strong and
generate positive returns for you.
Figure 2 shows that during past rate - hike cycles, muni bonds not only continued to generate positive performance over the entire course of the rate - hike cycle, but also managed to
generate positive returns immediately after each rate hike.
Most large investors, like pension funds or big wealth managers, allocate between 2.5 to 5 percent of their portfolio to commodities, which often
generate positive returns when stocks and bonds decline and protect against inflation.
Furthermore, in the 16 periods since 1995 that experienced significant rate hikes, equity
REITs generated positive returns in 12 of them, or 75 percent of the time, according to a report on the Investors Alley website.
Surz maintains that because the stock market has
generated positive returns about 70 percent of the time historically, simulations of participants» wealth using traditional TDFs» portfolios forecast good average long - term results.
Backward looking can lead to investments that may
never generate a positive return; additionally, this can lead to an oversupply of these cases with weak financial investments.
This whole discussion seems to raise some eyebrows, as many are surprised that the Canadian stock market can
indeed generate a positive return and minimally protect capital as the U.S. heads into a bear market and / or recession.
In addition, every one of these value investing strategies continued to
generate positive returns between the pre-global financial crisis peak in 2007 and December 2011.
i'd be curious... trying to find it myself... the number of long biased / long only managers that produced postive returns in 2001 - 2002... also looking for info on correlation levels in prior bear markets between stocks... if 2008 and subsequent swoons in summer 10,11,12 had higher than normal correlations, maybe a garden variety bear dropping the market 30 % can still have areas where managers can
generate positive returns due to a lower level of correlations.
In 2008 when the economy was getting crushed, the self - storage REITs (publicly traded companies that buy lots of self - storage properties) were the only real estate sector to
generate a positive return at 5 %.
Figure 2 shows that during past rate - hike cycles, muni bonds not only continued to generate positive performance over the entire course of the rate - hike cycle, but also managed to
generate positive returns immediately after each rate hike.
But at the end of massive bull markets these strategies can be highly successful and the only strategies that
generate positive returns when all other long based strategies are faltering.
The Montgomery Alpha Plus Fund is a market neutral fund investing in companies listed on the Australian and New Zealand exchanges and aims to
generate positive returns while minimizing exposure to market direction.
This agreement is an important part of positioning RiceBran Technologies to focus on creating shareholder value by pursuing long - term opportunities to expand our core ingredients business that will improve our margins and EBITDA and
generate positive returns on capital.»
Google said it expects to «spend tens of millions on research and development and related investments in renewable energy» and invest «hundreds of millions of dollars in breakthrough renewable energy projects
which generate positive returns.»
While high - octane returns are not to be expected, the Unconstrained Alpha portfolio offers the potential for hitting consistent singles and doubles, and for
generating positive returns in any market environment.
Employees are investments, and employers expect employees to
generate a positive return on their salaries.
And I'm pretty sure that
generating positive returns is a venture capitalist's primary job responsibility (not tech cheer - leading, although it's an easily forgiven error).»
[4] SeedInvest's selection criteria does not suggest higher quality investment opportunities nor does it imply that investors will
generate positive returns in investment opportunities on SeedInvest.
Yet even many of these stocks could
generate positive returns in a gradually rising yield environment.
The S&P 500 Index has
generated positive returns for fourteen months in a row, the longest such stretch since 1959.