Sentences with phrase «volatility in a rising rate environment»

Stocks with a history of consistently growing their dividends have historically tended to perform well and exhibit less volatility in a rising rate environment, while high yielding dividends, often considered «bond - like proxies,» have tended to be more vulnerable (due to their high debt levels) and have historically followed bond performance when rates rise.

Not exact matches

Morgane Delledonne reviews the current market conditions and the ETF strategies that can be employed to improve portfolio outcomes, including; managing duration in a rising interest rate environment, achieving superior yields through quality screening and harvesting high option premiums, whilst dampening portfolio volatility.

Also keep in mind that flexible bond strategies have the potential to outperform in rising and flat interest rate environments, and can help provide meaningful diversification, which may reduce overall volatility in a portfolio.

Discount callables are a better choice when the investor believes volatility will be low but prefers more protection in an environment of rising interest rates.

Historical analysis of municipal bond behavior relative to U.S. Treasuries in rising rate environments points to potential opportunity for attractive tax - exempt yields without the volatility commonly associated with Treasuries.

An expensive market and declining earnings growth in an environment of artificially low interest rates that have encouraged leverage both at the individual and corporate level will also contribute to rising volatility, both realized and expected.

Can be especially effective in a rising rate environment, offering a lower volatility of principal and more stable returns than those of a longer - term short duration strategy

Discount callables would generally be chosen when the investor believes volatility will be low but prefers more protection in an environment of rising interest rates.