Sentences with phrase «yield securities such»

Not exact matches

While it's better to invest than keep money under a mattress, buying risk free securities, such as guaranteed income certificates or low - yielding government bonds, could actually be riskier than purchasing higher returning products, says Ted Rechtshaffen, president and CEO of Toronto's TriDelta Financial Partners.

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.

The yield required for a low - risk bond such as a Treasury security will be lower than the yield required for a high - risk bond such as a junk bond.

This skepticism about the future — even with asset prices rising — has created a negative feedback loop, driving investors to safe harbors such as cash, bonds, gold and yield - generating securities thereby reducing demand, inflation and growth in an ongoing vicious cycle.

In addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Index.

We define intrinsic value as the amount that would accrue to the owners of a security if the underlying company were sold to a rational and well - informed buyer, or the company was liquidated with the proceeds distributed to security holders, or where the particular security sells at a price that would yield no better than a security considered ultra-safe, such as a US Treasury note or bond» Lou Simpson

«While IRRI has historically helped India to meet its overall food security needs through the green revolution high - yielding rice varieties such as IR8, the challenge now is to deliver increased livelihoods for farmers through increasing the value of rice, and increasing the well - being of farmers and consumers through enhanced nutrition outcomes.

One of the oldest tricks in the game is to offer a high current yield, where the yield can get curtailed through early prepayment (typically in low interest rate environments), or some negative event that forces the security to change its form, such as when a stock price falls with reverse convertibles.

Many people realize that rising interest rates affect yields and prices, but what others might not know is that if you stick closely to short - term, investment - grade debt securities - the very kind our Near - Term Tax Free Fund (NEARX) invests in - the impact of such a rate hike is not as dramatic as some investors might think.

«The risk is in securities that are hyper - sensitive to rising yields, such as most REITs and bonds.

Many ETFs are fond of distributing yield of the underlying securities (such as dividends or coupon payments) back to investors in the form of dividends.

Aladdin tools allow an in - depth look at a portfolio down to the security level, and at the same time, give an overview of risk factors such as sector and subsector exposures, yield curve, ratings, etc..

In the credit markets, spreads on the high yield securities are approaching historically tight levels, while key credit metrics such as leverage and coverage ratios are showing signs of weakening.

Index A published interest rate against which lenders measure the difference between the current interest rate on an adjustable rate mortgage and that earned by other investments (such as one, three, and five year U.S. Treasury security yields, the monthly average interest rate on loans closed by savings and loan institutions, and the monthly average costs - of - funds incurred by savings and loans), which is then used to adjust the interest rate on an adjustable mortgage up or down.

The yield is the income return on an investment, such as the interest or dividends received from holding a particular security.

High - yield muni portfolios typically invest at least 50 % of assets in high - income municipal securities that are not rated or that are rated by a major agency such as Standard & Poor's or Moody's at the level of BBB (considered part of the...

In addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Index.

Option free bonds have positive convexity; bonds with embedded options, such as callable bonds and mortgage - backed securities, have negative convexity, meaning the graph of the relationship between their price and yield is convex rather than concave.

In addition, these funds must invest primarily in investment - grade fixed - income securities, such that the average credit quality of the portfolio as a whole is investment grade (BBB or equivalent rating or higher) and not more than 25 % of the portfolio's holdings are invested in high yield fixed income securities.

The S&P Municipal Yield Index is designed to measure the performance of high yield municipal bonds issued by U.S. states, The District of Columbia, U.S. territories and local governments or agencies, such that interest on the securities is exempt from regular federal income tax, but may be subject to the alternative minimum tax and to state and local income tYield Index is designed to measure the performance of high yield municipal bonds issued by U.S. states, The District of Columbia, U.S. territories and local governments or agencies, such that interest on the securities is exempt from regular federal income tax, but may be subject to the alternative minimum tax and to state and local income tyield municipal bonds issued by U.S. states, The District of Columbia, U.S. territories and local governments or agencies, such that interest on the securities is exempt from regular federal income tax, but may be subject to the alternative minimum tax and to state and local income taxes.

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.

Yield is the interest on fixed - income securities which includes such investments as futures contracts and government bonds.

The Fund tries to restrict such purchases to securities which afford a current yield, or a yield to maturity, at least 500 basis points above what comparable credits are selling for in the general market.

HYLD statistics and industry breakdowns are for the actual HYLD security holdings as of the listed date, excluding cash, and the coupon, maturity in years, modified duration, yield to maturity, and ratings breakdown additionally exclude non-fixed income holdings, such as equities.

Value, which seeks securities that are cheap according to «a specific set of criteria such as dividend yields, asset values and so on:»

He should be asking the big questions, and smaller ones that Bogle didn't ask, such as: should investors have real estate in their portfolios, high yield bonds, REITs, Mortgage backed securities, etc..

The total cost depends on two factors: (a) the dividend yield of each holding that pays a dividend in US dollars (note that this may include both US - listed securities such as stocks and ETFs and about a score of Canadian companies that are listed on the TSX but pay a dividend in US dollars) and (b) the cost of converting US dollars into Canadian dollars at your broker.

This means that securities that generally do well in a solid growth backdrop, such as stocks and high - yield bonds, are likely to underperform as they are dependent on a level of growth to support their valuations.

While fixed - income securities such as bonds and CDs have been popular with income investors in the past, the low yields we've seen in recent years have made it difficult to generate meaningful returns.

Underwriting volume this year for high - yield securities, known widely on Wall Street as junk debt, has sunk at firms such as Merrill Lynch, Citigroup, Lehman Brothers and JPMorgan Chase, adding more salt to the wounds already inflicted by massive losses on souring mortgage securities.

Investing in certain funds involves special risks, such as those related to investments in small - and mid-capitalization stocks, foreign, debt and high - yield securities, and funds that focus their investments in a particular industry.

First, the chief investment officer called to ask what I was doing buying such low yielding securities.

As the name suggests, any such income yielded by the security that makes up the Mutual Fund is paid out to the investor.

The securities selected are expected to have, in the aggregate, investment characteristics (based on factors such as market capitalization and industry weightings), fundamental characteristics (such as return variability and yield) and liquidity measures similar to those of the underlying index.

Coupon rates for each issuance of Savings Bonds are determined such that the return over an investor's investment period is linked to long - term Singapore Government Securities (SGS) yields.

Both SachsenLB and IKB operated companies called conduits that issued short - term paper and then reinvested the proceeds in higher - yield, longer - term debt — such as the residential mortgage - backed securities that have declined in value as poorer Americans default on risky mortgages.

He has been involved in a full spectrum of capital markets and M&A transactions, such as equity and debt securities (including high yield), and complex hedge fund and private equity instruments and structures.

If a child receives tender loving care when in need, and support for autonomy during exploration from mother as well as father, such experiences are assumed to a) give the child a sense of worth, a belief in the helpfulness of others and enable the child to explore the environment with confidence; b) be an optimal precondition for mutually supportive, enduring adult partnerships; and c) provide a model for later parenthood.12, 6 Confident, competent exploration is equivalent to our concept of «secure» exploration.13 Combining the concept of secure attachment with secure exploration yields the concept of «psychological security» that we advocate.13