Sentences with phrase «yield investment strategies»

yield investment strategies is putting our nest eggs at risk because it ignores the basic tenets of proper portfolio construction.

Not exact matches

Our Global Market Strategies segment, established in 1999 with our first high yield fund, advises a group of 46 active funds that pursue investment opportunities across various types of credit, equities and alternative instruments, including bank loans, high yield debt, structured credit products, distressed debt, corporate mezzanine, energy mezzanine opportunities and long / short high - grade and high - yield credit instruments, emerging markets equities, and (with regards to certain macroeconomic strategies) currencies, commodities and interest rate products and their deStrategies segment, established in 1999 with our first high yield fund, advises a group of 46 active funds that pursue investment opportunities across various types of credit, equities and alternative instruments, including bank loans, high yield debt, structured credit products, distressed debt, corporate mezzanine, energy mezzanine opportunities and long / short high - grade and high - yield credit instruments, emerging markets equities, and (with regards to certain macroeconomic strategies) currencies, commodities and interest rate products and their destrategies) currencies, commodities and interest rate products and their derivatives.

Such strategies involve investing predominantly in corporate credit, including senior secured and mezzanine loans and high yield, distressed and high grade debt securities, private equity controlled positions, real estate investment and investment in pools of non-performing loans in Europe and Asia.

Our Investment Strategy Report published on March 19 compared equity and bond yields over multiple business cycles and found that the 10 - year Treasury yield might have to sustain levels exceeding 3.5 % (far above what we believe is likely this year) before compelling a year - end 2018 S&P 500 Index target range below our current year - end target of 2800 - 2900.2

If you're relatively young, say under 40 years old, investing the majority of your equity exposure in dividend yielding stocks is a suboptimal investment strategy in my humble opinion.

One way to diversify traditional fixed income investments is to consider strategies that shift away from highly indebted companies and offer a balance between interest rate and credit risk... while still providing an attractive yield.

In a day and age in which regular asset classes that commercial portfolio managers normally consider have become overwhelmingly bloated in price as a consequence of the persistent and extended cheap money policy of global Central Bankers, an investment strategy of concentration in few select still undervalued assets versus diversification is likely the only strategy that will work moving forward in returning significant yields.

Like many of the screens, strategies, and portfolios I track and prefer, the High Yield Dividend Champion Portfolio uses a small number of historically relevant ideas to create a simple, yet powerful investment plan.

While the strategy is continually assesses by market and by currency, the rise in U.S. yields is an isolated phenomenon, said Yngve Slyngstad, the chief executive officer of Norges Bank Investment Management.

This is evident in a number of developments, including: increased demand for higher - risk assets; the increase in «carry trades» — a form of gearing where funds are borrowed short - term at low interest rates and invested in higher - yielding assets, often in other countries; growth in alternative investment vehicles such as hedge funds; and growth in alternative investment strategies such as selling embedded options (see Box A).

If this description fits your person, then this section is dedicated to providing you with low cost, high yield investment ideas and the corresponding strategies to minimize your risk exposure and maximize your ROI.

PCEF holds three flavors of CEFs: Investment - grade fixed income, high - yield fixed income and equity covered - call strategies.

Click HERE from Alternative Investment Strategies to view more High Yield Passive Income Ideas

This is not unlike the dilemma facing many retirees and other individual investors: holding ultra-safe interest - bearing investments is wise past a certain age; yet when yields are lower than the inflation rate, this strategy erodes buying power and undermines long - term financial security.

What happens if we extend the «Simple Asset Class ETF Value Strategy» (SACEVS) with a real estate risk premium, derived from the yield on equity Real Estate Investment Trusts (REIT), represented by the FTSE NAREIT Equity REITs Index?

For example, your full - service broker might offer you a list of potential investments based upon your preferred investing strategy (e.g., if you like stable companies that have increased their dividends every year for 25 years, they can have a report prepared for you that lists the ticker symbols, names, and dividend yield of each publicly traded company in the United States that fits your criteria).

However it is important to know how effective the e-Learning strategy is and whether it is yielding the expected return on investment and change.

Schroders Short Term Municipal Bond investment strategy seeks to maximize after - tax yield and income by investing across the spectrum of investment grade municipal debt.

Our option overlay strategies seek to enhance traditional investment return streams by providing a portfolio hedge to mitigate portfolio risk and / or to create additional portfolio yield.

The positions the bloggers and commentary took against reinvesting dividends centered on whether the stock price would be good at the time of the reinvestment; and it mentioned strategies like pulling the dividends out and either putting them into a high - yield savings account or accumulating them until such time there was enough to make a new investment into some other stock or stock fund.

The first screen for all investments in the Cratus High Income Strategy is that they pay a minimum yield of 4.5 %.

In investment grade strategies, many investors are more interested in seeking higher yields without having to take on additional risk.

On October 1, 2014, SunAmerica High Yield Bond Fund (SHNAX) becomes SunAmerica Flexible Credit Fund, and that simultaneously make «certain changes to their principal investment strategy and techniques.»

The combination of call premium plus dividend yield is one of the more popular investment strategies as an alternative to low - yielding treasury rates.

ProShares Head of Investment Strategy Simeon Hyman discusses the difference between high yielding dividend strategies and dividend growth strategies.

How you answer these questions could suggest different investment approaches ranging from a more aggressive strategy, using a greater percentage of equities and high - yield bonds, to a more conservative strategy, using a greater percentage of bonds than equities, or something in between.

Like many of the screens, strategies, and portfolios I track and prefer, the High Yield Dividend Champion Portfolio uses a small number of historically relevant ideas to create a simple, yet powerful investment plan.

The investment strategy of the RBC Canadian Bank Yield Index ETF is to invest in and hold the Constituent Securities (as defined herein) of the Solactive Canada Bank Yield Index in substantially the same proportion as they are reflected in the Solactive Canada Bank Yield Index.

The All Asset and All Authority strategies have provided attractive cumulative returns since January 2016, when market conditions became more supportive of tactically elevated exposure to select «Third Pillar» assets (inflation - linked investments, high yield bonds, emerging market (EM) assets).

Cornerstone Value Fund Portfolio Manager Brian Peery discusses the Fund's quantitative investment strategy, which seeks large, widely held dividend - yielding companies.

The S&P Municipal Yield Index implements a weighted investment strategy based on blended quality (see Exhibit3).

We will help you build an effective investment strategy and choose the type of retirement account (for example, traditional versus Roth IRA) that is likely to yield the best results.

Develop and prioritize investment strategies, based on investment themes and bottom up research, to pursue the highest level of return / yield per unit of risk.

The Fund's principal investment strategies emphasize strategic management of the average interest rate sensitivity («duration») of portfolio holdings, the Fund's exposure to changes in the yield curve, and allocation among fixed income alternatives and inflation hedges.

These systematic global investment strategies may provide an attractive and diversifying alternative source of investment returns to the low yields and low returns offered by mainstream stocks and bonds.

Consider your own investing strategy — if you can get a higher rate of return from the relative safety of bond yields, would you not expect a higher rate of return to take on the higher risk of stock investment?

These activities complement Brookfield's core competencies and include global listed real estate and infrastructure equities, corporate high yield investments, opportunistic credit strategies and a dedicated insurance asset management division.

RISKS: Municipal securities are subject to the risk that legislative changes and local and business developments may adversely affect the yield or value of the strategy's investments in such securities.

An investment strategy whereby the investor may sell one bond and replace it with another, to capture some advantage such as yield improvement.

It is rare in the investment world to find a strategy that yields higher returns while simultaneously reducing risk.

In the April 2013 version of his paper entitled «Easy Volatility Investing» (the National Association of Active Investment Managers» 2013 Wagner Award runner - up), Tony Cooper explores the rewards and risks of five volatility trading strategies including simple buy - and - hold, price momentum, futures roll yield capture, volatility risk premium capture and dynamic hedging.

With this strategy, you'll have some flexibility with the short - term investments and get better interest yield with the longer - term accounts.

Hyman also suggested interest - rate hedged strategies like IGHG (investment grade) and HYHG (high yield) for the rising rate environment expected with Trump's pro-growth approach.

ProShares» head of investment strategy, Simeon Hyman, is quoted saying the strategy «has more of an evergreen flavor» than the high - yield dividend approach.

Portfolio Strategies Protect Your Capital: Never Chase High Yield Buying high - yielding investments is a bet the market is wrong about the underlying risks.

A summarized version of the prospectus explaining the Franklin High Yield Tax - Free Income Fund's investment goals, principal strategies and risks, as well as sales charges, fees and expenses.

I use the same dividend growth strategy with my personal investments and I expect that there will be a lot of overlap between the stocks I own in real life and the ones I hold in the Yield Hog dividend growth portfolio.

The Portfolio's investment strategy is designed to track the index performance of the MSCI Canada High Dividend Yield Index, the MSCI USA High Dividend Yield Index, and the MSCI EAFE High Dividend Yield Index.

Indeed, David Dreman reported in his book Contrarian Investment Strategies: The Next Generation that opting for the high - yielding stocks in each industry fared better — by about one percentage point annually — than simply going with high - yield stocks overall.

They use a positive momentum strategy on three asset classes — domestic equities, international equities, and high yield bonds, and a buy - and - hold strategy on investment grade bonds.