Sentences with phrase «want exposure to the equity»

It seems likely that the ETF is aimed primarily at American investors who want exposure to our equity markets, but Canadian individuals and business with significant US cash holdings may find it useful.

Not exact matches

The options advisor added that, instead of exposure to equities and bonds, investors may want to take a second look at inflation plays.

I want to invest, but I use my 401k and brokerage account for my equity exposure.

For investors who want to maintain equity exposure but are concerned about overall equity market volatility, less volatile dividend stocks may offer an attractive alternative.

So while you probably don't want to dump all your stocks because we are still in the midst of a bull market, you probably do want to shift your exposure to protect yourself from the coming decline in equities.

With stocks on shaky ground, investors with equity - centric portfolios may want to consider adding exposure to longer - duration bonds.

Saudi Arabia's own 10 - year U.S. dollar sovereign bond currently yields more than 4 percent, suggesting that investors wanting exposure to the kingdom could achieve a relatively high payout without owning Aramco equity.

In particular, a regime of rising volatility suggests investors may want to adjust their exposure to different equity factors.

So before I can get the two - fund portfolio I can want, I can use three ETFs, VTI, VEU / CWI, and BND, to build a passive portfolio that gives me the broadest exposure to both the equity and fixed income markets.

She wants to maintain her equity exposure and overall investment mix when she purchases a $ 100,000 5 - year MYGA.

Lester Canadian Equity Fund: For clients who have less than $ 500,000 in investments and who want exposure to Canadian equities, this fund was created to provide greater diversification than can be achieved in a smaller segregated account.

Most retirees should have limited exposure to the stock market, so if you're a retiree with a high percentage of your portfolio in equities, you may want to sell some of your stocks and add more Canadian bonds.

But I should be clear here: while equity REITs are solid «buy and hold» investments for investors who want exposure to real, income - producing assets, mortgage REITs most assuredly are not.

Investors wanting to avoid f / x risk have two unappetizing options: dial up their Canadian equity exposure and miss some important sectors (such as health care & technology) or currency - hedge their investments.

Investment in The Fund is suited to those investors who want exposure to an investment strategy whose returns will reflect the security selection skills of the Manager, and will be largely uncorrelated with movements in the broader equity market.

If you want to maintain the same equity exposure (to allow for a rebound) as you had inside the fund, simply sell the fund and purchase low - cost index funds / ETFs that approximate the fund's composition.

If you want to take a more hands - off approach, you are better off with a broad - based international equity fund that provides exposure across several countries.

Of course, investors still want — and require — U.S. equity exposure, but it may be wise to alter the nature of that exposure via investments that combine:

As gold is seen as safe heaven against fluctuating economy and equities market, every trader or investor wants to have exposure in this yellow metal but they do not want to trade in international market where investment required is huge and also base currency is USD.

«As we designed our latest ETF offering, we wanted to squarely address investors» desire to diversify their core equity portfolio with investment options that not only provide key benchmark exposure, but also align their international equity investments with their values,» says Martin Kremenstein, senior managing director and head of Exchange - Traded Funds at Nuveen.

Wanted to reduce equity exposure and couldn't stomach any more intermediate term bonds.

He wants the couple to keep their sizable annuities and $ 75,000 emergency fund, and use the remaining cash to increase the equity exposure of their portfolio to 55 %.

I want to have a 5 - 10 % weighing of my asset allocation in emerging markets, and TDs current International Equity Fund doesn't seem to have any of that exposure.

But what if you want exposure to US equity, EAFE and emerging markets?

For investors who want to maintain equity exposure but are concerned about overall equity market volatility, less volatile dividend stocks may offer an attractive alternative.

Still, I think the equity markets are a bit frothy and want to reduce my exposure.

Real estate has a place in a diversified portfolio because it has historically low correlation with equities, not because you want exposure to a couple of specific companies.

As a result, many investors will not prefer buying ULIPs and insurers will find it tough to sell the product to investors wanting 100 % equity exposure.

Short Term (0 - 5 years): Axis Liquid Fund (zero equity exposure), I'm not going for MIP because I don't have lump sum to invest and also i want liquidity without any exit load.

In such a situation, one may want to increase exposure to equity.

Don't you think that you are giving a very hypothetical situation — «Take for instance someone who had enough equity exposure thru MF or stocks and want to look at confirmed returns...».

If they want equity appreciation exposure, they will have to be a partner, and to protect them you'll need to set up an entity.