Sentences with phrase «which holds bonds»

The performance of these ladder portfolios can be compared to the S&P Short - Term National AMT - Free Municipal Bond Index, which holds bonds from 0 - 5 years to maturity and rebalances monthly.

My previous picks include CQS New City High Yield, which holds bonds, shares and preference shares; Gravis Clean Energy, which invests in renewables; infrastructure - debt fund Sequoia Economic Infrastructure; medical - facilities fund MedicX; and HICL, which backs public - sector infrastructure.

However, some ETF providers have begun issuing ETFs with specific maturity dates, which hold each bond until they expire and distribute the proceeds once all bonds have matured.

Not exact matches

This is due to the fact that the reduction in private sector held government bond supply has been reduced which has shifted demand onto the corporate and muni markets.

And so what Marks is saying is that it does not matter if your portfolio holds a bunch of, say, «AAA» - rated corporate bonds and highly - rated government bonds like US Treasuries, which are, in theory, highly liquid assets.

As a result, risky asset classes such as equities and commodities will be assigned much higher reserve requirements than bonds, which is why some insurance industry players are already dumping equities to hold a greater proportion of bonds.

Because hedge funds are not required to report their bond holdings to the SEC (although they do have to report equity positions), we don't know exactly who owns how much of which Puerto Rico bonds.

That money, which is mostly held in short - term U.S. bonds and money market funds, was kept in Ireland for years, until an investigation by the European Union into whether the company failed to pay taxes caused it to move its holdings to Jersey, a small island off the coast of Normandy that rarely taxes corporations.

For the most part, China, which has owned around $ 1 trillion of U.S. bonds for several years, has held on to these assets, collecting billions in interest payments.

As the Christian Science Monitor noted, that's probably a more realistic concern for China, which holds $ 1.3 trillion in U.S. government bonds, than Washington missing interest or principal payments.

The yield on the benchmark 10 - year Treasury notes, which moves inversely to price, was higher around 2.398 percent, while the yield on the 30 - year Treasury bond held near 3.002 percent.

The low liquidity levels are caused by a combination of regulations, which make it less attractive for big banks to hold inventories of bonds for dealing, and new forms of quick, computerised trading, which have the potential to move markets in times of stress.

Its largest holding was the Vanguard Short - Term Bond ETF, which has an expense ratio of.07 %, or $ 7 per $ 10,000 invested.

At the time of the show's premiere, however, Trump's Atlantic City casino holdings were burdened by $ 2 billion in bond debt that they struggled to repay, according to The New York Times, which goes unmentioned in the first episode of «The Apprentice.»

But there's a pretty good argument that payments on Argentina's euro - denominated bonds never flow through the judge's jurisdiction: Argentina gives the money to a bank in Buenos Aires, which transfers it to a bank in Frankfurt, which holds it in the name of a bank in Brussels, which transfers it to a London nominee for Belgian and Luxembourg clearinghouses, which pays it to bondholders.

The worry is that there is one dominant model of bond investing, in which giant mutual funds and exchange - traded funds buy and hold every newly issued bond that comes along.

Not only do you diversify your holdings by owning a bond fund, which severely reduces default risk, but you also diversify your cash flow stream.

Today's biggest bubble in safe assets, however, is the one in Treasury bonds, which is a direct consequence of the Fed's policy of holding interest rates down at abnormally low levels.

A portfolio comprised primarily of individual bonds offers more transparency of security holdings than shares of bond mutual funds which are only required to publish actual bond holdings at quarter - end.

The hedge fund would break even on its debt investment if the Berkshire bid prevails because gains in some parts of its debt holdings, which would be paid out in full, would offset losses in the unsecured bonds it holds, where it would take a deep haircut, the people said.

The earnings yield on enormous blue - chip stocks such as Wal - Mart, which had little chance to grow at historical rates due to sheer size, was a paltry 2.54 % compared to the 5.49 % you could get holding long - term Treasury bonds.

But the simmering civil war in Syria still holds the potential to create a much wider field of chaos that triggers a rush into safe havens bonds, which in turn keeps Treasury yields contained.

With funds managers holding about 15 - 20 per cent of assets in domestic bonds, the change in the composition of household assets has translated into higher demand for bonds — a demand which is no longer being met by government issues.

No one can say what the future holds, and it's prudent to have a portion of your portfolio in gold, gold stocks and short - term, tax - free municipal bonds, all of which have a history of performing well in volatile times.

Owning individual bonds provides the investor full transparency as opposed to fixed income mutual funds, which may even hold stocks.

Unlike the other four ESG bond ETFs, which track U.S. debt, GRNB's portfolio holds bonds from about 20 countries.

Yields can be measured in a number of ways, including coupon yield, or the stated interest rate of the bond, and yield to maturity, which is the total rate of return when an investor holds the bond to maturity.

This makes bonds a relatively heterogeneous asset class in which many securities are thinly traded.3 At the same time, institutional investors often hold assets to maturity and, when they do trade, do so in large amounts.

Property and casualty insurance companies invest a substantial percentage of book value and policyholder «float,» which is money they hold until policy claims are paid out but do not own, in investment - grade bonds, particularly corporate bonds.

The two largest holdings, which each represent 15 % of the total, are iShares MSCI EAFE Small - Cap ETF and iShares Emerging Markets Local Currency Bond ETF.

The same is likely to hold true in the bond market, but again, we have the flexibility to vary our investment exposures in response to market fluctuations, which I would expect to be helpful.

Each time you buy or sell a bond it cost a painful # 39.95, which works out at about 0.5 % one - off charge on even a large portfolio of # 40,000 assuming you hold to maturity — which you might not.

Base money and the central bank's holdings of Japanese government bonds (JGBs) each have swollen to almost ￥ 400 trillion ($ 3.9 trillion), which is now 80 percent of the country's GDP, and they continue to expand at a pace of ￥ 80 trillion ($ 780 billion) annually.

I have been holding the Total Bond Index from Vanguard, which has really taken a beating with yields down to 3.3 %.

When they showed up to collect his firearms, including an AR - 15, Smith refused to cooperate and was arrested for violating the order — a separate criminal charge on which he is now being held without bond.

As your child grows, the Franklin Templeton age - based asset allocations will automatically reallocate a percentage of your assets from equity - oriented funds (which tend to hold more stocks) into more conservative, income - seeking funds (such as bond and money market funds).

With so many bonds to choose from, which bonds should you hold to best prepare your portfolio for the next market crash?

Taxation Of Distributions Besides taxes on capital gains incurred from selling shares of ETFs, investors are also subject to pay taxes on periodic distributions, which can be dividends paid out from the underlying stock holdings, interest from bond holdings, return of capital (ROC) or capital gains — which come in two forms: long - term gains and short - term gains.

Unlike most types of bond mutual funds which maintain a constant duration, Defined Maturity Funds allow the duration of the fund to shorten naturally, by buying bonds which all mature around a specific maturity date, and holding those bonds to maturity.

If so, consider rebalancing your holdings by moving some of your money from stocks to bonds, or, to keep it even simpler, consider moving to a target date fund, which takes care of the rebalancing for you.

Bill Gross, the (former) king of bonds, and John Thiessen, who runs the Vertex Fund, never hold back, which makes for interesting reading and tense discussions with the marketing department.

Custom creation of ETFs is a process by which investors — mostly institutional — convert their individual bond holdings into units of exchange traded funds to potentially improve liquidity, reduce trading costs and / or save time.

To this end, iShares Canada has seen the dollar amount of custom creations — a process by which institutional investors convert their individual bond holdings into units of ETFs — double in the past year to over $ 1 billion through June, according to BlackRock data.

If that increased level held, it would mean success in passing a housing bond, which officials said would require two - thirds voter approval.

Unfortunately, we were far from unique in holding this opinion, and expressions of interest kept pouring in such that the underwriters were able to both increase the size of the bond offering and reduce the interest rate to 4.25 %, at which level we had no desire to participate.

Foreigners» holdings of OFZ bonds stood at nearly $ 40 billion, or 33.9 percent of all OFZ bonds as of Feb. 1, the last period for which data was available.

Just which investor groups have large bond holdings that could theoretically be sold as a potential funding source for stock purchases and what is the likelihood this «rotation» will occur?

«The same thing holds with bonds — so you have to look at the credit rating of the issuer, [which can indicate] whether it can keep its promise [to pay you back with interest].»

The current strength of the dollar, driven by short - covering, rising bond yields and a slowdown in Europe, has rattled a market which previously held a general belief that the greenback would continue to weaken.

Central banks tend to hold reserves in government bonds, which are easy to buy and sell.