Sentences with phrase «typically bond and equity»

Not exact matches

«It's important for investors to remember the reasons they own bonds in the first place — namely for the potential for the preservation of capital, income and growth, relative steadiness and typically low to negative correlations with equities.

Earlier this month in his outlook for September, the head of the world's largest bond shop employed the Lindy dance craze, former Citigroup CEO Chuck Prince, the Wimpy cartoon character and his «dying cult of equity» argument in a mash - up of prose to describe the «age of inflation that is upon us,» which he claims typically «provides a headwind, not a tailwind, to securities prices in both stocks and bonds.»

That's why experts typically advise folks who are closer to retirement to decrease their exposure to equity risk by reducing the percentage of their investments in stocks and increasing the percentage in bonds.

In typical Bill Gross style, the head of the world's largest bond shop employs the Lindy dance craze, former Citigroup CEO Chuck Prince, the Wimpy cartoon character and his dying cult of equity argument in a mash - up of prose to describe the «age of inflation that is upon us,» which he claims typically «provides a headwind, not a tailwind, to securities prices in both stocks and bonds.»

When comparing stocks to bonds, investors typically focus on the relationship between interest rates and equity multiples.

Equities are typically considered to be the riskier of the two asset types (with the exception junk bonds and other lowly rate bonds) and have traditionally generated higher returns than fixed income assets.

Typically, a portion of the premiums in a VUL policy is allocated to a separate account comprised of investment funds such as stocks, bonds, equity funds, money market funds, and bond funds.

Trailer fees on conventional funds are typically 1 % for equities (about 1.1 % including taxes) and 0.5 % for bonds (0.55 % including taxes), and you pay them for as long as you hold the fund.

Trailers are typically 1 % for equity funds and 0.5 % for bond funds.

Remember that while bonds can be boring, they serve a purpose and typically have a low correlation to equities.

Both individual equity and bond sleeves for the average model typically outperformed the index used for each.

While the market is large, it is far less liquid than the equity market, with bonds trading far less frequently, and typically with a much higher bid / offer spread relative to underlying volatility.

Also, property stocks typically offer higher yields than the broad equity market, they may serve as an effective inflation hedging tool, and they may help diversify a portfolio due to their generally low correlations to stocks and bonds.

Securities are financial instruments and are typically the umbrella term for stocks (equities) and bonds (debts).

So they buy a balanced fund, with typically consists of a 50/50 mix between equities and bonds.

Otar typically recommends 40 % equities and 60 % bonds for retired clients without annuities or employer pensions.

It typically amounts to 1 % per year for equity funds and 0.5 % for bond funds, and continues as long as you hold the funds.

This typically means allocating most of your funds to equity investments through mutual funds, ETFs, or individual stocks, and shifting more of your portfolio to bonds later in life.

Typically, traders diversify by trading both equities and bonds.

Investments typically include using money market accounts, government bonds as well as domestic and international equity accounts or funds.

Both products typically have a wide range of options across equities, bonds and money market instruments.

Typically, a portion of the premiums in a VUL policy is allocated to a separate account comprised of investment funds such as stocks, bonds, equity funds, money market funds, and bond funds.

Real Estate Credit is an investment in a real estate company through a loan obligation, which typically includes instruments such as commercial mortgage backed security, preferred equity and bonds.

Baa - rated bond yields have typically been about 130 basis points higher than equity REIT dividend yields, and the spread between them has usually been between 80 and 180 basis points.