Not exact matches
Hybrid indexes may be on the rise but the
traditional benchmarks — the Standard & Poor's 500 index, the Dow Jones Industrial Average index or the Barclays
Bond index — still dominate.
As yields have fallen, duration, or rate sensitivity, has risen, meaning that the risk associated with a change in rates has generally risen for most
bond benchmarks and
traditional funds.
We believe the jump in
benchmark U.S. Treasury yields after Trump's surprise win, and the accompanying move toward cyclicals and away from
bond - like equities, represent an important regime shift for financial markets and highlight risks to
traditional portfolio diversification.
A new study examines six
benchmark indexes that write S&P 500 ® (SPX) index options, comparing their performances with those of
traditional stock,
bond and commodity
benchmark indexes.
An absolute return strategy is independent of
traditional benchmarks such as the S&P 500 Index or the Barclays U.S. Aggregate
Bond Index, which gives it the freedom to invest in a wide variety of securities as well as a variety of strategies to hedge specific types of risk.
Looking both within and outside of the
benchmark, the Fund seeks relative value opportunities across
traditional investment - grade and high - yield
bond sectors, also including nontraditional asset classes like non-U.S. sovereign and corporate debt, convertibles, and floating - rate loans.
Even with
traditional stock and
bond benchmarks down, there are plenty of ETFs that have double - digit returns.