Sentences with phrase «volatility funds as»

Because of their potential longer - term benefits, it's worth considering minimum volatility funds as core holdings.

Not exact matches

Former employees say that in the fall, O'Brien, as chief investment officer, opted to hedge most of the funds to shield them from further volatility.

On Monday, Cramer wanted investors to keep an eye on the risky, leveraged funds that enable traders to bet against volatility, defined as the amount of uncertainty in the size and direction of changes in the market and most commonly tracked by the CBOE Volatility Indevolatility, defined as the amount of uncertainty in the size and direction of changes in the market and most commonly tracked by the CBOE Volatility IndeVolatility Index, or VIX.

As Carolyn Wilkins, the No. 2 at the Bank of Canada, noted in a speech in London on Sept. 14, Canada's pension - fund managers are highly skilled and they have the scale to ride out short - term volatility.

Analysts said that although steps taken by the European Central Bank and European policymakers last year, such as formally setting up a bailout fund to provide assistance to troubled member states, provided a degree of support to markets, the euro now looked poised for a period of volatility.

The regulator called the financial product «an extremely high - risk, speculative investment,» citing concerns about price volatility, leverage, charges, and funding costs as well as price transparency.

These weak hands could certainly cause an uptick in short - term volatility as they pile into and out of index funds at inopportune times.

At the same time that they are likely exacerbating volatility, exchange - traded funds are being employed as a hedge against it.

If markets pick back up venture funding will return as it was before the 3 - day, 10 % correction but if the VIX goes up (a measure of expected volatility in the stock market) then expect rounds to take longer.

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

Those investors got a reminder of the potential volatility in recent weeks, when emerging - market stock funds lost just as much as S&P 500 index funds during the sell - off in late January and early February, even though the trigger for the market's fear was an economic report out of the United States.

A contrarian strategy means the fund's managers view periods of market volatility as an opportunity to build positions that they think have good long - term value potential.

You might consider a global bond fund that hedges currency risk and decreases volatility, such as the PIMCO Global Bond USD - Hedged (PAIIX) and the $ 5 billion Vanguard Total International Bond (VTIBX).

The longer the duration of the fund or security, the more volatility it will incur as interest rates fluctuate.

WSJ's Telis Demos: «A surge on Wall Street stock - trading desks is being driven by manic investor moves in derivatives, as fund managers scramble to protect their gains from future volatility.

Investors typically own short - term bond funds as a low - risk vehicle to preserve their principal, so losses in this segment tend to be more upsetting than a downturn in investments such as stock funds where volatility can be expected.

The ETF's total return of around 16 % to 17 % wasn't quite as strong as the overall market, but that's a price that most investors in the fund are willing to pay in exchange for the perceived lower volatility that dividend stocks have traditionally delivered.

They include as potential influencers three other precious metals futures, crude oil spot and futures, two commodity indexes, U.S. and world stock indexes, currency exchange rates, 10 - year U.S. Treasury note (T - note) yield, U.S. Federal Funds Rate (FFR), a volatility index (VIX) and U.S. and world consumer price indexes.

We purchased several new names during the quarter, including Glencore as well as some previous holdings of the Fund, such as Bureau Veritas (France), Nomura (Japan), Omron (Japan) and Swatch Group (Switzerland), that we were able to repurchase due to fundamental changes or price volatility.

Since the inception of the Fund (as well, of course, in long - term historical tests), our present approach to risk management has both added to returns and reduced volatility - not necessarily in any short period, but over the complete market cycle.

With treasury yields well below 2 %, the stock market exhibiting renewed volatility, and returns on cash non-existent, investors are also turning to alternatives such as real estate, exchange traded funds, and energy commodities.

LGIP's funds offer an interesting proposition as they are managed with a strict target volatility approach.

Presentations on topics such as (a) the relationships among price movements of stock indexes, the CBOE Volatility Index ® (VIX ®), and the India VIX Index, and (b) new studies on fund use of options and volatility - based strategies, will be delivered by me to continuing - education meetings of the Indian Association of Investment Professionals (IAIP) in the citiesVolatility Index ® (VIX ®), and the India VIX Index, and (b) new studies on fund use of options and volatility - based strategies, will be delivered by me to continuing - education meetings of the Indian Association of Investment Professionals (IAIP) in the citiesvolatility - based strategies, will be delivered by me to continuing - education meetings of the Indian Association of Investment Professionals (IAIP) in the cities -LSB-...]

Working 10 years for Tocqueville Finance, as Fund Manager since 2006, Sebastien delivered from 2008 a robust track record with 5 successive years outperforming the European index together with a lower volatility.

This will allow the fund to profit from holding valuable cryptocurrencies as the blockchain industry grows, as well as from the arbitrage opportunities that come from volatility and market contraction.

As the Fund tracks the US stock market excluding the S&P 500 Index, which comprise 500 large cap companies, the companies tracked by the Fund would be significantly smaller in market capitalization, and would tend to be less mature with higher volatility.

By holding your funds in fiat, you can minimize the volatility of your balance, as fiat currencies are generally less volatile than cryptocurrencies.

Although the price volatility of the funds is likely to decline as they approach their defined end date, shareholders who sell the fund before the defined end date could experience more price (NAV) uncertainty.

By contrast, high - quality bonds such as those found in investment - grade corporate funds like the iShares 1 - 3 Year Credit Bond ETF (CSJ A-89) and the iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD A-66), etc.), or in Treasury portfolios such as the iShares 1 - 3 Year Treasury Bond ETF (SHY A-97) or the iShares 10 - 20 Year Treasury Bond ETF (TLH B - 65), etc.) tend to buffer portfolio volatility to a much greater degree.

A measure of the fund's volatility relative to the market, as represented by the Citigroup World Government Bond Index.

The Fund invests in small and mid-cap companies, which involve additional risks such as limited liquidity and greater volatility.

When we talk about the risk analysis of a mutual fund OR the volatility of a mutual fund, we often compare it to the market as a whole.

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.

The Board also considered that the Fund's total net assets will decrease as a result of the Initial Tender Offer (and the Conditional Tender Offer, if conducted), which may result in greater volatility, less investment flexibility and proportionately higher expenses for the Fund's remaining shareholders following the Tender Offers.

As the fund is designed to be a hedge against market declines and rising volatility, Cambria expects the fund to produce negative returns in the most years with rising markets or declining volatility.

As pension funds, hedge funds and mutual funds recovered from the crisis, traders, portfolio managers and treasurers said in interviews with Global Finance that their exposure to derivatives is actually increasing as a means of hedging against further volatility in the marketAs pension funds, hedge funds and mutual funds recovered from the crisis, traders, portfolio managers and treasurers said in interviews with Global Finance that their exposure to derivatives is actually increasing as a means of hedging against further volatility in the marketas a means of hedging against further volatility in the markets.

In your 20s, all stock index fund investments might seem like a fine idea, as short - term volatility matters less than long - term appreciation when a portfolio has decades to grow, says Phillip J. Deerwester, portfolio analyst and chief compliance officer at TGS Financial Advisors in Radnor, Pennsylvania.

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

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

As a result, merger investments can potentially provide investors equity - like returns with less volatility usually associated with stocks, according to data from Bloomberg and Hedge Fund Research Inc..

However, minimum volatility funds may be used as long - term investments, so the more important question is this: What was their downside versus broad indexes over longer periods?

The funds crunch triggered by things as well as speedy credit score development, the regulatory deposit reserve prerequisite in addition to a crackdown on very hot dough inflows is abating subsequent to the central bank signaled its readiness to appease marketplace volatility.

«Huge,» because as recently as last year, state education officials would determine a district's per - student funding allotment using a method that took a great deal of volatility out of a district's budgeting process.

Similarly to its predecessors, the fund failed to outperform its reference ETF portfolio which had a slightly smaller volatility, measured as the standard deviation of monthly returns.

The above historical performance figures from Morningstar indicate that the fund had a higher volatility (expressed as a standard deviation of returns) and underperformed the S&P 500 ® index, its best - fit benchmark, on a risk - adjusted basis (Sharpe Ratio) in both the three - and five - year trailing periods.

As their name implies, minimum volatility funds are explicitly designed to help mitigate the impact of market gyrations through a focus on less volatile securities.

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.

Exchange traded funds such as the iShares core MSCI Emerging Markets ETF (IEMG) and the iShares MSCI Emerging Markets Minimum Volatility ETF (EEMV) can provide exposure to broad emerging markets, while exchange traded funds such as the iShares MSCI South Korea Capped ETF (EWY) can provide access to South Korea.

Debt funds provide stability and are recommended to be a part of every portfolio as they reduce the volatility.

These funds focus on certain factors that have historically been shown to drive investment returns, such as quality, size, momentum and minimum volatility.