Sentences with phrase «value of the bonds in»

Taxpayers will typically pay 3 to 10 times the face value of the bonds in taxes.

If that's the case, the USD would not necessarily go up and could weaken, causing the f / x risk in foreign markets to lessen, and possibly raise the value of those bonds in USD.

If the value of the bonds in their trading portfolio falls, the value of the portfolio also falls.

This duration figure means that if interest rates were to rise one percent this year, the value of the bonds in this fund would fall approximately 2.7 %.

Chart 1: Total Market Value of Bonds in the S&P Municipal Bond Puerto Rico Index Read more -LSB-...]

The weight of Puerto Rico debt in the market place as measured the market value of bonds in select indices as of September 29, 2015: S&P Municipal Bond Index (S&P's broadest municipal benchmark): 1.96 % S&P Municipal Bond High Yield Read more -LSB-...]

In a broad decline, closed - end funds suffer a double whammy: the value of the bonds in the portfolio — net asset value — declines.

The total value of bonds in the lowest rung of the high - grade universe is bigger than the output of the world's fifth - largest economy.

Premiums and discounts can also occur if bond prices are «stale,» and the ETF's price better reflects the true value of the bonds in the portfolio.

Puerto Rico municipal bonds have over 27.1 % market value weight in the S&P Municipal Bond High Yield Index and represent over $ 26.7 billion in market value of bonds in that benchmark.

The value of bonds in the fund's portfolio may fall or fail to rise over extended periods of time for a variety of reasons including general financial market conditions, changing market perceptions of the risk of default, changes in government intervention, and factors related to a specific issuer or industry.

If you plan to hold your bond to maturity, these changes are on paper only and represent the value of your bond in relation to the new bonds you could invest in.

Not exact matches

His legal background proved invaluable in 1991, when the state of California and its insurance commissioner John Garamendi seized Raleigh's then - financial partner Executive Life Insurance Company after the value of the insurer's multibillion - dollar portfolio collapsed — a fate tied to its massive investments in the junk bond market of the go - go 1980s.

«Barack and I were raised with so many of the same values: that you work hard for what you want in life; that your word is your bond and you do what you say you're going to do,» Michelle Obama said in 2008.

Investing in the bonds means that as long as Tesla is worth about a quarter of its current value, «We're guaranteed not to lose money,» Palihapitiya explained.

A spike in bond yields and a clear change of direction from central banks means there isn't a lot of value in global bond markets, a fund manager told CNBC on Tuesday.

Interest rates are at historic lows, and a sharp spike in rates could drop the value of solar bonds.

Back in 2010 it paid $ 550 million to settle charges brought by the Securities and Exchange Commission that it mislead investors into buying a so - called synthetic collateralized debt obligation named Abacus, which was made up of a bundle of financial instruments tied to subprime mortgage bonds, many of which plummeted in value shortly after the deal was sold.

Lewis, fund's chief investment officer, spent nine years at Citigroup as a director of the bank's global special situations group, a $ 5 billion prop - trading group that specialized in distressed debt, high - yield bonds, and value equity.

It was a rough first quarter for bonds, which fell in value amid fears that inflation, the archnemesis of fixed - income investors, was coming back into the picture.

Rebalancing involves disposing of portfolio holdings in asset classes that have risen in value and using the proceeds to buy more of your asset classes that have risen less in order to restore a desired balance between stocks and bonds.

And so the roughly 20 % drop in Deutsche's 7.5 % perpetual CoCo that has happened in just a few weeks is a manifestation of a fear not only that a missed payment will come to pass, but that Deutsche Bank could also write down the value of these bonds if its capital falls below a certain level.

Gifting «appreciated assets» — stocks, bonds or mutual fund shares that you've held for more than one year and that have increased in value — to charity often flies under the radar due to the popularity of cash donations.

This tool uses the present value of bond portfolios, adjusted for interest rate and inflation expectations, to show current retirees how much in retirement savings they need today to account for every $ 1 they need in the future, assuming they hold a portfolio made up entirely of investment - grade bonds and longer - term Treasurys.

Type 3: The value - at - risk (VAR) shock in Japan in 2003 occurred when fears spread that the Bank of Japan, which was already doing QE before it was called QE, would taper its purchases of Japanese Government Bonds.

«Barack and I were raised with so many of the same values: that you work hard for what you want in life; that your word is your bond and you do what you say you're going to do; that you treat people with dignity and respect, even if you don't know them, and even if you don't agree with them.

By leveling with workers not just as subordinates, but taking a real interest in their lives, managers can begin to foster the type of culture that values social bonding.

Pomerantz represents Banco Safra SA, one of the largest banks in Brazil, in a class action against Samarco Mineracao SA, relating to the loss in value to the company's bonds triggered by the Fundão dam - burst disaster.

In addition, some investors successfully build the value of their long - term portfolios buying and selling bonds to take advantage of increases in market value that may result from investor demanIn addition, some investors successfully build the value of their long - term portfolios buying and selling bonds to take advantage of increases in market value that may result from investor demanin market value that may result from investor demand.

In our terms, there are value investors for Treasuries 10: There are lots of natural buyers and sellers of interest rates, and if Treasury bonds crash dramatically someone will step in to buy theIn our terms, there are value investors for Treasuries 10: There are lots of natural buyers and sellers of interest rates, and if Treasury bonds crash dramatically someone will step in to buy thein to buy them.

It could be financed through government issued bonds and / or government issues a series of pass through securities to track home values in all major metropolitan areas.

In today's convertible bond market, the key driver of returns relates to the value of the underlying equity.

Thus, as prices of bonds in an investment portfolio adjust to a rise in interest rates, the value of the portfolio may decline.

Its underlying index selects and weights its bonds by market value, and this method yields a portfolio that aligns well with our benchmark in terms of credit tranches and maturity buckets, with the only notable difference being a slightly lower YTM.

The extent of the fallout is anybody's guess, but Greece could see the value of its bonds plummet, putting its banks in crisis, and ultimately the country could be ejected from the Eurozone.

If you own the bond fund that fell in value, you can sell it right after the fall and still buy the portfolio of individual bonds some say you should have owned to begin with (which, again, also fell in value!).

«People purchase bond funds when they are looking for a safe way to get returns,» said Charles C. Scott, president of Pelleton Capital Management in Scottsdale, Ariz. «However, bond funds can be somewhat risky when interest rates rise, and the bond funds lose some of their principal value.»

It's just a form of mental accounting to assume that you'll be able to ignore short - term losses in individual bonds with the knowledge that the principle value will be there at maturity.

If you're in for the long haul and want a guaranteed rate of return with no value loss from an investment, a T - bond might be a perfect solution.

That's boosting the outlook for inflation, causing the rout in bonds to deepen in Europe after more than $ 1 trillion was erased from the value of the global debt market.

Enter the value factor As we noted in our November Investment Directions, in periods of rising interest rates and benchmark bond rates, value has tended to outperform.

These assets can be shares of stock in other corporations, limited liability companies, limited partnerships, private equity funds, hedge funds, publicly traded stocks, bonds, real estate, song rights, brand names, patents, trademarks, copyrights, or virtually anything else that has value.

So, again, I think it's a good opportunity to do an apples - to - apples comparison of what does it look like, where are you at in the tax bracket, where do you fall in the new marginal tax bracket, and then do an apples - to - apples comparison to see do municipal bonds provide a greater after - tax value for you or does being in a taxable bond portfolio provide that greater value?

But once everything was in place, the markets tried to lure him out of his process as interest rates fell and the value of his bonds went up.

Thus, as the prices of bonds in an investment portfolio adjust to a rise in interest rates, the value of the portfolio may decline.

[2] Indeed, to my mind, the value of these initiatives has been less the «integration» aspect than the progress made in enabling eight local bond markets to function more effectively for foreign and domestic investors and, not least, for the governments and other borrowers of those countries.

The NAV (net asset value) of a bond fund will move up or down based on a number of factors such as changes in interest rates, credit quality, and currency values (for international bonds) for the different bond holdings in the fund.

Remington also has $ 250 million of bonds that come due in 2020, and are trading at a significant discount to their face value at 22 cents on the dollar, according to Thomson Reuters data, indicating investor concerns about repayment.

In theory, you could hold an individual bond to maturity and never lose any money even though the market value of the bond may fluctuate based on changing interest rates and other factors (but you could still lose out to inflation over time).

We've created a new tab in the Fixed Income Analysis tool that can help you estimate the hypothetical impact of interest rate changes on the value of individual bonds and bond funds.