Not exact matches
The development of the Barcelona Principles is a good starting point, but traditional PR must
become more data focused to
yield better results and compete against other
marketing disciplines.
All told, the jump in Treasury
yields has yet to make its way into the broader economy in the form of higher borrowing costs, yet it will likely start to dampen the housing and auto
markets as consumer loans
become more expensive, said Gary Cloud, a portfolio manager of the Hennessy Equity and Income Fund.
The Treasury
market often
becomes a safe haven from falling stocks, and that pushes
yields lower.
Except for partial evidence that the
market is
becoming oversold, the combination of valuations, trends, and
yield action remains very negative.
However, keep in mind that the first move higher following a substantial
market correction does not generally
yield stellar results because new leadership in the stock
market is just
becoming established.
Valuations on high -
yielding stocks may have
become overstretched in the historically low -
yield environment, potentially making them vulnerable if the
markets experience a mean reversion shift.
On the other hand, a higher inflationary environment with a steepening
yield curve will see stock
market fluctuations
become bigger and more frequent.
Liquidity risk High
yield bonds that may have been easy to buy or sell when
market conditions were calm can suddenly
become very difficult to sell when volatility increases.
Spanish ten - year
yields yesterday went above 6 %, in a sign that the
markets are
becoming wary of the seeming complacency of the Spanish prime minister; there is now a sense that he might not apply for a programme before next month's regional election — and maybe not at all;
As usual, I don't place too much emphasis on this sort of forecast, but to the extent that I make any comments at all about the outlook for 2006, the bottom line is this: 1) we can't rule out modest potential for stock appreciation, which would require the maintenance or expansion of already high price / peak earnings multiples; 2) we also should recognize an uncomfortably large potential for
market losses, particularly given that the current bull
market has now outlived the median and average bull, yet at higher valuations than most bulls have achieved, a flat
yield curve with rising interest rate pressures, an extended period of internal divergence as measured by breadth and other
market action, and complacency at best and excessive bullishness at worst, as measured by various sentiment indicators; 3) there is a moderate but still not compelling risk of an oncoming recession, which would
become more of a factor if we observe a substantial widening of credit spreads and weakness in the ISM Purchasing Managers Index in the months ahead, and; 4) there remains substantial potential for U.S. dollar weakness coupled with «unexpectedly» persistent inflation pressures, particularly if we do observe economic weakness.
While global equity
markets as of the end of December 2014 still offered great value in our opinion (especially compared to generally expensive, low -
yielding fixed income assets), that value is
becoming increasingly selective.
With the worldwide growth of processed food and beverages
markets, the demands of our customers regarding the quality and variety of products are
becoming increasingly stringent: lean, flowing processes, higher
yield of the input raw materials coupled with efficient use of energy, environment and resources.
«Differences between the
yield performance of commercial control cultivars and heirloom cultivars may seem drastic, but, when the economic incentives are considered, heirloom cultivars
become a viable
marketing option.
It is interesting to note that the correlation between the two
yield performances was -0.8 in 2014, whereas in 2015 YTD, it rose to 0.8; this implies that the two
markets may be
becoming more correlated.
When the
yield curve
becomes inverted, it is a great indication that the stoc
market is about to enter into a significant correction or bear
market.
When you start to see the
yield curve flatten or even invert, meaning short - term rates
become equal to or higher than long - term rates, and the line either
becomes flat or sloped lower from left to right, then that usually signals trouble ahead in terms of a recession and lower
market prices.
When the
yield curve
becomes inverted, it is a great indication that the stock
market is about to enter into a significant correction or bear
market.
As higher
yields become available in safer vehicles like government bonds, CDs (although you have protection with Flex CDs), money
markets, etc., and interest rates are perceived to continue upward, cash leaves high
yield investments, driving the
yields higher but sending the share price lower.
Fears that
market yields would rise
became a self - fulfilling prophecy.
JP Morgan fixed income analysts said CLOs are appealing because it «has
become increasingly difficult to find high - single - digit to double - digit loss - adjusted
yields» in the traditionally higher -
yield residential - and commercial mortgage backed securities
markets.
At a time when, as we have discussed in articles such as Theory and practice, the IA is consulting on an appropriate
yield requirement for UK Equity Income funds and the UK
market yield is
becoming increasingly concentrated, this matter requires careful consideration.
If you want to earn
market - beating
yield, but never want to compromise on the quality of your portfolio, become a Yield Shark subscriber t
yield, but never want to compromise on the quality of your portfolio,
become a
Yield Shark subscriber t
Yield Shark subscriber today.
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).
In that sense, the Fed and the bond
market integrated, as the
market began looking past the tightening to the long - term future of US borrowing rates, what happened to short interest rates
became less powerful on long
yields.
When you look at the bond
market as a whole, it
becomes clear that the stereotype of «Grandma's low -
yield savings bond» applies to only a small section of it.
During the year, municipal bonds enjoyed being one of the «risk off» asset classes and as low and negative
yields permeated the global bond
markets municipal bonds
became a source for incremental
yield over other options.
The high
yield market has had a positive correlation with equity
markets for many years when comparing the percentage change in spreads (over Treasuries) for key high
yield indices vs. the percentage change in level for equities, and this correlation has
become even more pronounced since the global financial crisis.
As lower
yields become a persistent feature of the
markets, we're seeing more investors make dedicated allocations to sectors with greater return potential, like investment - grade and high
yield bonds.
Buffett after he was done with the net net thing and by the mid 1960's and with Mungers influence would buy a basket of average business that he could make good earnings
yield on and looked like pretty good business and bought them during a correction of an industry or general stock
market correction then sell them once they
became higher valued..
If you are making independence decisions based on the income generated by your portfolio then the current
yield (and even
market value) of your portfolio
becomes less important.
Thus in normal
markets if bond
yields rise they
become more attractive than risky stocks, so money shifts.
If the
yield becomes too high,
market participants seeking
yield will buy and hold the asset, increasing price and reducing velocity.
They usually come from job seekers who haven't had to search for a job in the last 10 years; or people who are just unaware of how competitive the job
market has
become, and that a strategic search can
yield faster results.
«International investors seeking higher
yields are setting their sights on Chicago, as core office assets in coastal
markets are
becoming more scarce and expensive.
Prudential will
become much more active in this
market because it is acquiring WMF's Los - Angeles - based Carbon Mesa high -
yield division, which will be renamed Prudential Carbon Mesa.
«The
yield compression in the U.S.
market between 2006 and 2008 wasn't an attractive proposition for global investors, but as U.S. property prices recalibrate, they are
becoming much more active,» says Joel Coren, senior director of CBRE Global Property Advisors, also in Washington.