Other institutions may not eschew returns as overtly, but bond market participants such as pension funds and reserve managers do also look to the bond markets with a different angle than
traditional bond fund investors.
Not exact matches
Reining In Rates O'Neil, one of the managers of the $ 26 billion Fidelity Total
Bond Fund, said rising bond yields could be reined in by at least three forces: Federal Reserve Chair Janet Yellen's commitment to a very gradual program of rate hikes, the traditional aversion to budget deficits by the Republican - controlled Congress, and buying by overseas investors who may use the recent jump in rates to snap up more Treasur
Bond Fund, said rising
bond yields could be reined in by at least three forces: Federal Reserve Chair Janet Yellen's commitment to a very gradual program of rate hikes, the traditional aversion to budget deficits by the Republican - controlled Congress, and buying by overseas investors who may use the recent jump in rates to snap up more Treasur
bond yields could be reined in by at least three forces: Federal Reserve Chair Janet Yellen's commitment to a very gradual program of rate hikes, the
traditional aversion to budget deficits by the Republican - controlled Congress, and buying by overseas
investors who may use the recent jump in rates to snap up more Treasuries.
Enlightened
investors intuitively recognize how difficult it is to consistently and accurately predict the best securities (stocks,
bonds, mutual
funds etc.), which money manager will outperform, or when to be in or out of the market or out — as is the
traditional approach to managing portfolios.
Although there will still be some amount of buying and selling in the portfolio during that time (for instance, to deal with things like new
investors buying into the
fund or selling a
bond with a declining credit profile), it should be less than what would be experienced in a
traditional bond mutual
fund.
This is designed to offer
investors the best of both worlds: The diversification benefit of a
traditional bond mutual
fund and the declining interest rate risk sensitivity of an individual
bond.
As
investors look for diversification beyond
traditional stock and
bond funds, absolute return strategies can provide a differentiated return and risk profile and the potential to reduce long - term portfolio volatility.
«It has already taken longer than I expected to materialize, but I remain as confident as ever that when the hikes come,
traditional bond investors (especially in no fixed - maturity products like mutual
funds and ETFs) will be hurt by the news,» he wrote in an e-mail.
This All - Weather, short duration
Fund provides sweeping exposure to fixed - income markets, offering
investors a core holding that may complement
traditional bond market investments.
«Many of the
investors joining the dividend stampede appear to be motivated by the low interest rates mandated by the Federal Reserve, which have led to a yield famine among
traditional income investments like
bonds, certificates of deposit and money - market
funds,» Zweig writes, adding that others may be chasing performance, since high - yield stocks fared well last year.
Enlightened
investors intuitively recognize how difficult it is to consistently and accurately predict the best securities (stocks,
bonds, mutual
funds etc.), which money manager will outperform, or when to be in or out of the market or out — as is the
traditional approach to managing portfolios.
The
Fund's investments in shorter duration high - yield
bonds and floating - rate loans may help provide
investor portfolios» a level of protection in a rising - rate environment, as investments in the
Fund's universe have typically performed with low correlation to
traditional bond markets.
«We believe that the
traditional asset allocation model of long - only stocks and
bonds does not adequately position
investors» portfolios for the risks and opportunities in today's global markets,» said Jerry Szilagyi, CEO of Rational
Funds.
Investors looking for a higher return than that of a
Traditional Annuity, an Immediate Annuity, a
Bond, a Certificate of Deposit (CD) or Money Market
fund with similar risk should consider Discounted Annuities....