Sentences with phrase «yielding asset classes»

And FIBR tilts towards higher yielding asset classes and securities.

Today's low - to - negative interest rate world has sent investors searching far flung corners of the market for yield, driving flows into a range of once obscure, high - yielding asset classes.

Still, some popular high - yielding asset classes (such as traditional dividend - paying stocks and REITs) could potentially suffer as rates begin to slowly trend higher.

Terry highlights the case for three income - yielding asset classes.

Today's low - to - negative interest rate world has sent investors searching far flung corners of the market for yield, driving flows into a range of once obscure, high - yielding asset classes.

Incorporating potentially higher - yielding asset classes into a portfolio without carefully considering the additional risks that these securities may pose could prove to be a costly mistake.

Historically among the most volatile fixed income asset classes (source: Bloomberg), a number of influences have come together in recent years that may further increase the volatility of the high - yield asset class.

Not exact matches

Yields on the securities have climbed to their highest levels in six years, and total returns were negative 2.6 percent for the first two months of 2018, making for the worst start of a year for the asset class since 1981.

And recessions are often presaged by certain signals: rising jobless claims; falling home sales; an inverted yield curve; wage pressures that impact corporate margins; exogenous shocks, including oil spikes; or destabilizing valuations in key asset classes.

He says the actions of central banks «attempting to spark economic growth» are «severely punishing the world's savers and creating incentives to reach for yield, pushing investors into less liquid asset classes and increased levels of risk, with potentially dangerous financial and economic consequences.»

With stocks trading near all - time highs and bond yields still relatively low, some investors have turned to alternative asset classes.

Technology riches yield bumper crops in venture capital with new firms and new largesses - the rewards of LPs rediscovering our asset class.

These funds offer diversification across multiple asset classes, including domestic and international stocks across varying styles and market capitalization ranges, investment grade and high yield fixed income, and short - term investments.

The selling has extended into other asset classes, notably commodities and high yield, and has been accompanied by an abrupt spike in market volatility.

Our team of credit professionals deliver sales and trading capabilities across a wide range of fixed income asset classes including high yield, distressed and investment grade bonds, convertible bonds, public and private corporate securities, leveraged loans and emerging market debt.

The asset class, represented by the Markit iBoxx USD Liquid High Yield Index, has seen spreads relative to Treasuries widen sharply, despite the fact that defaults remain well below historical levels.

Elsewhere, at the single country and asset class fund levels, High Yield Bond Funds recorded their ninth consecutive outflow while Inflation Protected Bond Funds took in fresh money for the 10th time in the 11 weeks, year - to - date.

There is no doubt that, based on pure, cold, logical data, stocks are the single best long - term performing asset class for disciplined investors who are not swayed by emotion, focus on earnings and dividends, and never pay too much for a stock, often as measured on a conservative beginning earnings yield relative to the Treasury bond yield basis.

It'd be hard for any fixed income asset class to match the 2016 performance of the Markit iBoxx USD Liquid High Yield Index, which returned 15.31 % (source: Bloomberg).

Mark Vaselkiv, portfolio manager at T. Rowe Price, noted that «Einstein said there were three great forces of nature: gravity, electro magnetism, and compounded interest... high yield is an asset class that ultimately capitalizes on the latter.

«This asset class has a high level of current income, and every academic study has shown if you hold your portfolio over long period, you could get yield of 8 % a year over five to 10 years.»

Within almost any asset class, investors want to know, what is the «yield» on the investment?

This under - appreciated asset class yields more than five percent from mostly investment - grade issuers.

«Perhaps the biggest issue we have with high yield is that the asset class» performance has been driven over the last several years not by fundamental strength, but by QE and a lack of global yield,» BofAML credit strategist Michael Contopoulos and others said in a note to clients.

Mr. Tom Beers and Ms. Mary Durfee are the joint owners of 100 shares of Class B Common Stock and have given notice that a representative of Clean Yield Asset Management intends to present for action at the meeting the following proposal.

Technology riches yield bumper crops in venture capital with new firms and new largesses — the rewards of LPs rediscovering our asset class.

They triggered a surge in benchmark bond yields that spilled over across asset classes and regions.

This failure of systematic thinking is why they've responded to the devastating consequences of a yield - seeking mortgage bubble by encouraging yet another yield - seeking bubble, but this time in virtually every class of risky assets.

In 2008, we maintained a very concentrated SmartKnowledgeU Crisis Investment Opportunities portfolio allocated to just a couple of asset classes, and we ended up the year with not a lesser 20 % loss against the 40 % + losses of a diversified US S&P 500, but we ended up with slightly positive yield for the year.

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.

Does a carry trade derived from roll yields of futures / forward contracts work within asset classes (undiversified) and across asset classes (iversified)?

The underlying funds can find yield across multiple asset classes or strategies without restriction.

European high - yield bonds were the best - performing fixed - income asset class in 2013, according to Barclays.

-LSB-...] The Most Interesting Asset Class Over the Next Decade «Vanguard highlighted high - yield bonds to show how they typically perform worse than other types of bonds during a stock market drop.»

Investor demand for emerging market (EM) debt has been strong lately, as the near - term risk of trade wars has faded and income seekers have flocked to the asset class» higher yields.

We are also sceptical that holders of high - yield bonds would be motivated to switch into equities, given the pervasive overweight that already exists in this asset class,» he said.

Although decades of history have conclusively proved it is more profitable to be an owner of corporate America (viz., stocks), rather than a lender to it (viz., bonds), there are times when equities are unattractive compared to other asset classes (think late - 1999 when stock prices had risen so high the earnings yields were almost non-existent) or they do not fit with the particular goals or needs of the portfolio owner.

Also because of regulations, smaller retail investors have effectively been blocked from participating in higher - yielding investments — namely, private equity and venture capital, whose 10 - year compound annual growth rates have averaged 11.8 and 11 percent, quite a bit more than Treasuries, equities and other common asset classes.

Investors seeking income solely based on current yield (with some asset class diversification mixed in) could consider these myriad higher yielding ETFs herein.

Central bank intervention in global bond markets has «crowded out» many traditional fixed income investors, driving them to seek yield and income from non-traditional and riskier asset classes such as high yield, emerging markets debt, leveraged loans and private credit.

When investors look for less yield and more total return (capital appreciation) in certain asset classes, the equity sensitivity also plays an increasing role in absolute risk.

Creditworthiness is strong and attractive relative yields should continue to draw demand for the asset class.

The global hunt for yield post — financial crisis has altered the high - yield investor base and broadened the array of vehicles used to gain exposure to the asset class, neither of which enhance the stickiness of exposures.

An asset class that once boasted a yield of 10 % now pays about 4 % — a huge move for a safe, low volatility investment.

It offers a proxy for direct investment in institutional grade commercial property with its attractive yield based characteristics for the majority of the institutional and private investor universe which, until now, has not had a mechanism to benefit from the asset class.

Now that over $ 5 trillion of sovereign debt (with credit risk rising, not falling) trades with a negative yield, we can fairly overlook bonds as an investible asset class.

Will the rise in U.S. yields be the disrupting force in global markets as cash ascends as an asset class?

Big money flocks to this newly accessible alternative asset class — small businesses — for its high - impact, high - yield attributes.

«The role of active investors is to find value, but when all asset classes are overvalued, the only way to survive is by using financial engineering to short volatility in some form... In world of ultra-low interest rates shorting volatility has become an alternative to fixed income... The global demand for yield is now unmatched in human history.

Increased competition is compressing yields, and encouraging many investors to look at off - the - run asset classes.