Sentences with phrase «volatility returns over the long term»

The plan is to deploy that «proprietary Absolute Value ® approach,» in hopes of providing «attractive, sustainable, low volatility returns over the long term.»

Aims to generate attractive, sustainable, low - volatility returns over the long term while minimizing downside risk

Not exact matches

It aims to deliver these returns with a lower level of volatility than the broader Australian stock market over the medium to long term.

Furthermore, it seeks to achieve these returns with a lower level of volatility than the broader Australian stock market over the medium to long term in order to smooth returns for investors.

With no clear return benefit over time, the key aim for many long - term investors is to reduce 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.

Has Modern Portfolio Theory failed to deliver over the past decade because users employ long - term averages for expected returns, volatilities and correlations that do not respond to changing market environments?

A diversified portfolio may not make the highest returns during a period of strong optimism but, over the long term, diversified allocations can mitigate some of the volatility that a more concentrated portfolio typically reflects.

Fund managers aim to do this by a significant margin over the long - term and aim to deliver returns with less volatility (risk) than the broader UK equity market.

Diversifying its assets across multiple asset categories, including dividend - paying stocks, bonds and convertible securities, may help reduce the fund's overall portfolio volatility and improve chances of earning more consistent returns over the long term.

Hedging worked well in the mid-2000s and other periods when the Canadian dollar rose dramatically, but over the long term it causes a drag on equity returns and may even increase a portfolio's volatility.

In general, experts says, investors in low volatility funds can expect more muted losses in down markets but also more modest gains during up markets, leading to roughly comparable returns over the long term.

This diversification may help to smooth out returns and minimize volatility over the long term.

With no clear return benefit over time, the key aim for many long - term investors is to reduce volatility.

As previously stated, this will lower the volatility of your portfolio but can also decrease potential returns over the long - term.

Over the long term, adding emerging markets to a diversified portfolio should be expected to boost its expected return, though it may also increase volatility.

My point is simply that it's very likely that if you are moving money in and out of stocks based on volatility, you're much less likely to get the full market return over the long term, and might be better off putting more weight in asset classes with lower volatility.

That mix should be enough to provide a 4 % expected return over the long term, with relatively low volatility.

«We believe investing in a concentrated portfolio of companies with a history of predictable earnings and sustainable competitive advantages offers the potential for strong returns with lower volatility over the long term,» says Matthew Landy, portfolio manager of the Lazard Equity Franchise Portfolio.

Over the long term, small capitalization stocks have produced higher returns than large cap stocks but in exchange for more volatility.

Has Modern Portfolio Theory failed to deliver over the past decade because users employ long - term averages for expected returns, volatilities and correlations that do not respond to changing market environments?

As depicted in Exhibit 1, total returns of New Zealand equities, as measured by the S&P / NZX 50, and property stocks, as measured by the S&P / NZX Real Estate Select, have been relatively similar over the longer term, while volatility has been modestly lower for property stocks.

It is well established that low volatility strategies deliver higher risk - adjusted returns than the broad - based, market - cap - weighted benchmark over a long - term investment horizon.

Most stock managers do not hedge all their international currency exposure, as research has shown currency hedging generally does not materially reduce volatility or increase returns over the long term for stocks.

My understanding was that asset diversification and rebalancing reduces volatility and increases returns over the long term.

«The objective of the strategy,» Ms. Kong reports, «is to deliver 6 - 9 % return with 6 - 9 % volatility over the long term.»

Generally, the greater the stock allocation, the greater the potential for long - term returns and the greater the risk of volatility, especially over the short term.

Core real estate, as represented by the National Council of Real Estate Investment Fiduciaries Property Index, tends to have similar volatility to corporate and government bonds with a higher return over the long term.

Though office is historically the lowest returning and highest volatility sector over the long term, CBD office in major metros can still be purchased below replacement cost.