Sentences with phrase «traditional bond strategies»

The Fund may complement traditional bond strategies, as investments have historically been driven by issuer - specific fundamentals over general macroeconomic factors.

It probably won't do fantastically well while interest rates are rising but it will protect you more than traditional bond strategies if you're fearful about interest rate increases looking out over a multi-year horizon.

Not exact matches

Alternative investments cover a varied set of asset classes and strategies that go beyond traditional stocks and bonds.

This approach might then be coupled to traditional strategies for covalent bond formation.»

Classroom strategies and innovation for teachers all over School officials intent on discouraging anything that hints of exclusivity seek to sever traditional best - friend bonds.

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.

While municipal bonds are the traditional fixed income choice for most US taxpayers, our strategy will also invest in taxable bonds when we believe they are undervalued.

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.

The other panelists will consider some more advanced strategies, including adding alternative asset classes to traditional stock - bond portfolios.

We provide: • Retirement Services, such as plan rollover options, ** traditional and Roth IRAs, and small business plans • Financial Management, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social security

Substituted replace assets that are already existing in most portfolios, such as stocks and bonds, while diversifiers are investment strategies that have a low to zero correlation with traditional asset classes.

«With their low correlation to both stocks and bonds, managed futures strategies can be a smart choice for investors looking to enhance the risk - adjusted returns of a traditional portfolio,» said Michael L. Sapir, Chairman and CEO of ProShare Advisors LLC.

The fund's risk - averse managers, asset allocations, and hedging strategies position it as an alternative to traditional 80/20 % or 60/40 % bond / stock portfolios for conservative or Continue reading →

The risks of a traditional 60 % stocks / 40 % bonds portfolio can be lowered by adding funds that invest in real estate, commodities and hedge - fund strategies.

Features Adding Alternative Investments to a Stock / Bond Portfolio The risks of a traditional 60 % stocks / 40 % bonds portfolio can be lowered by adding funds that invest in real estate, commodities and hedge - fund strategies.

One good strategy is to look beyond traditional domestic investment - grade bonds for some of your fixed income allocation.

The traditional liquidation strategy uses a fixed allocation between the stocks and bonds, as represented here by the S&P 500 and 2 % (real interest rate) TIPS.

Rather than relying on a static 60 % / 40 % allocation to stocks and bonds, «The New 60/40» asks investors to consider blending a 60/40 mix of traditional assets with tactical and alternative strategies.

The core - satellite strategy also allows for potentially greater diversification by adding asset classes, such as preferred stocks or commodities, that may not appear in traditional stock or bond indices.

Allocation strategies should be inclusive of investment opportunities that extend beyond traditional stocks and bonds.

Our fixed income strategy even looks beyond traditional bond funds: we can also own total - return funds, like balanced funds and preferred stock funds.

With CD yields shrinking, money market returns frozen and the U.S. Treasury bond dipping recently to an all - time low, many of the traditional fixed - income investment strategies appear to be in a period of lackluster returns.