Sentences with phrase «volatility equities as»

That's largely due to the magic of compounding, says Jean Masson, who oversees $ 12 billion in mostly low - volatility equities as a managing director at TD Asset Management.

Not exact matches

«This is typical of a late cycle expansion which is another reason why multiples will be lower as higher volatility typically demands a higher equity risk premium.

«The summer should be hot for US equity and oil volatilities, as vulnerable positioning and geopolitical risks are major looming threats,» he said in a note on Friday.

The board has been dealing with the volatility of publicly traded stocks and low returns from government bonds by diversifying into other forms of assets, including equity in private companies and investments in infrastructure such as highways and real estate.

Sales pitches are broadly similar: farmland is presented as performing equally well or better than equities and other asset classes, with less volatility.

But volatility as an asset class, like equities, bonds, commodities, or even currencies?

As discussed last month, one phenomenon of the post crisis environment is that equity valuations now have a tendency to co-move with volatility.

Bottom line: Don't give up on the Chinese economy and Chinese equities just yet, but be prepared for market volatility as China's new chapter is written.

We view long - term government bonds as useful diversifiers against volatility and equity market selloffs sparked by such shocks.

As bond investors find their preferred yield levels, some equity volatility may persist.

Macro: The Macro strategy's strongest contributions came from long equity and Energy - sector positioning as low volatility and sustained, upward trends in these markets continued driving returns throughout most of January.

However, if real rates remain low, gold will continue to attract attention as a potential store of value which may offer a ballast to equity market volatility.

As calm markets pushed volatility to record lows, some strategies increasingly accepted bets against calm markets in order to fund equity positions.

The model is both objective, using elements such as volatility of past operating revenues, financial strength, and company cash flows, and subjective, including expected equities market returns, future interest rates, implied industry outlook and forecasted company earnings.

Instead, investors are likely to hold more cash as a mechanism to dampen equity volatility.

And, as noted by Christopher Metli, in our Institutional Equity Division, there was an unusually high number of volatility shorts in the market heading into this week, which may help to explain (some of) the large swings in VIX.

A comprehensive view of the challenges that private equity investors face following a decade of volatility and change, as well as what it will take to succeed in 2016.

Stock volatility is back in earnest today, as the risk - off shift that was already apparent in forex markets throughout the equity - bounce reached the last stand for...

They don't understand much they report on as it is, but with equity volatility, they're really in over their heads.

The approach is significantly more expensive than low - volatility, small - cap equity competitors, such as PowerShares» XSLV.

This is a concern for investors using fixed income as a hedge against equity volatility.

Wilson notes that part of the risk at this stage of the rally is whether tax reform is already baked into the price of equities, as well as a likely increase in volatility ahead and dispersion of earnings estimates.

In this environment of increased uncertainty, I predict that minimum volatility strategies will re-enter the spotlight as a way for investors to maintain equity exposure while seeking less risk.

They consider equities (S&P 500 Index), bonds (Markit ITTR110), commodities (S&P GSCI Total Returns Index), currencies (U.S. Dollar Broad Index), gold (COMEX close) and S&P 500 implied volatility (VIX) as conventional asset classes.

In the December quarter, however, we modestly increased the equity allocation as short - term market volatility afforded us opportunities to establish new positions.

Cryptocurrencies are more prone to volatility when compared to investments in conventional financial instruments, such as equities, commodities, forex (foreign exchange) or even real estate.

In this box we use the implied volatility of options [1] to contrast fixed - interest and equity markets, where implied volatility has declined noticeably, with foreign exchange markets where volatility has not fallen as sharply.

The bottom line: U.S. equities can move higher in 2015, but as we've already seen, the path is likely to be accompanied by much more volatility.

Some members of the FOMC apparently «commented that the recent decline in equity prices needs to be viewed in the context of overall valuation levels, which they saw as relatively high, and a couple noted that volatility had begun to subside,» according to the Fed's minutes.

Now, as many investors worry about a global growth slowdown, rising rates and higher volatility in U.S. equity markets, dividend growers offer potential opportunities due to their healthy balance sheets, as well as better valuations, and lower volatility.

The VIX, a measure of the expected equity - market volatility as determined by put and call prices on S&P 500 Index options, trailed lower in 2017 and remains well below its historical average.

Global equities saw little net change this week, but there was a good bit of volatility midweek as political chaos intensified in Washington.

By using a range of asset classes such as equities, fixed income, foreign investments and commodities, among others, you can more effectively manage volatility during challenging market cycles.

As equities have ground ever higher over the past year, very large short - volatility positions have been building in the markets — largely in volatility - targeting strategies employed by institutional investors and leveraged exchange - traded products geared toward individuals.

Asset price appreciation (long bonds, equities, corporate debt, etc) as investors react to low volatility

Since the start of February equity volatility, as measured by the VIX Index, has averaged nearly 21.

The CBOE Volatility Index fell as the S&P posted its biggest two - day advance in 18 months, but traders were still on edge following the tumultuous move in equities last week that wiped US$ 2 trillion from U.S. stocks.

Volatility increases as you increase the equity mix, which in turn increases the range of returns — including into the negative zone represented by the grey areas.

As discussed in previous blogs, high yield spreads are one of the best coincident indicators of equity volatility.

We see central banks nearing the limits of extraordinary monetary easing, low returns across most asset classes as well as higher equity and bond volatility amid looming political risks and Federal Reserve (Fed) tightening.

The slight de-escalation was enough for US equities to regain most a big chunk of their losses, as volatility collapsed.

Volatility soared when the United Kingdom voted to exit the European Union (EU), with the VIX index of U.S. equity market volatility spiking to near 2016 highs, as Bloomberg dVolatility soared when the United Kingdom voted to exit the European Union (EU), with the VIX index of U.S. equity market volatility spiking to near 2016 highs, as Bloomberg dvolatility spiking to near 2016 highs, as Bloomberg data shows.

As a reminder, the goal for the fixed income portion of the Fund, especially in this low - rate environment, is to provide a reasonable level of income, while dampening the volatility of the equity portfolio.

In a recent post, Long - Term Bonds Behave More Like Stocks Than You Might Think, Lawrence via Fortune Financial fame outlined: It shouldn't be surprising that long - term Treasurys exhibit almost the same degree of volatility as equities.

If it is viewed as part of an equity allocation, it is judged on the excess return versus a passive benchmark, scaled by the excess volatility.

While some observers will point to recent equity market volatility as a sign that investors should remain defensive when selecting stocks in the region, Philippe Brugere - Trelat, executive vice president and portfolio manager, Franklin Mutual Series ®, says he's encouraged by recent developments.

As such, any spike in equity market realized volatility, even to historical average levels, has the potential to drive a significant amount of equity selling (much of it automated).

So, to what extent will we see algorithmic, indiscriminate selling of equities, of assets in general as volatility moves higher?

Investors poured into fixed income ETFs in April as equity market volatility jumped with several month's leading asset - gathering ETFs being bond funds.

As the investor approaches retirement, they shift equities to the MSCI USA Minimum Volatility Index, designed to match the market return at lower risk.