Sentences with phrase «yielding equity investments»

Traditionally, high - yielding equity investments like REITs and utilities are said to suffer when interest rates rise.

Not exact matches

His specialties, he says, include «financial reporting, board reports, mutual fund expenses, short - term investment vehicles, fund fact sheets, mutual fund daily reconciliations, closed - end funds, UCITS, fixed income, high - yield bonds, convertible bonds, [and] equities.»

If bond yields rise significantly then some analysts have highlighted that they could offer a better investment opportunity than equities.

«If we get a hot CPI print it will insert additional uncertainty, but if we get a quiet, below - consensus print, you may see yields down and equities rally,» said Jason Ware, Chief Investment Officer & Chief Economist at Albion Financial Group in...

Orange Capital makes investments in value equity, high - yield and distressed debt, and secured loans, according to the fund's brochure document.

Dividend stocks that yield more When it comes to equities, high - paying dividend stocks, especially in the utility and REIT sectors, have been the go - to investment of late.

Lewis, fund's chief investment officer, spent nine years at Citigroup as a director of the bank's global special situations group, a $ 5 billion prop - trading group that specialized in distressed debt, high - yield bonds, and value equity.

«If we get a hot CPI print it will insert additional uncertainty, but if we get a quiet, below - consensus print, you may see yields down and equities rally,» said Jason Ware, Chief Investment Officer & Chief Economist at Albion Financial Group in Salt Lake City, Utah.

During times of recession the economy is stimulated with low interest rates and once they get low enough, the yield on bonds and other fixed investments becomes so unattractive that money starts to flow into equities.

In addition to high yield credit, Highland's investment capabilities include public equities, real estate, private equity and special situations, structured credit, and sector - and region - specific verticals built around specialized teams.

Our Real Estate professionals are seasoned experts in sourcing, analyzing, structuring and monetizing real estate investments in distressed debt, high - yielding senior loans, direct equity and hybrid investments, among others.

Not only did Gross take on stocks as an investment, he directly called out long - time stock advocate Jeremy Siegel of the University of Pennsylvania Wharton School for promoting unrealistic expectations of future equity yields.

The Carlyle Group («Carlyle») is one of the world's largest global alternative asset management firms that originates, structures and acts as lead equity investor in management - led buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, growth capital financings, real estate opportunities, bank loans, high - yield debt, distressed assets, mezzanine debt and other investment opportunities.

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 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.

The investments are subject to the volatility of the financial markets, including that of equity and fixed income investments in the U.S. and abroad, and may be subject to risks associated with investing in high - yield, small - cap, and foreign securities.

And if you invested what's left in real estate, equities, and other relatively safe investments that provide a modest yield, you'd still have around $ 500 - 700k of passive income to live like kings.

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.

The average investment - grade (high - yield) bond trades on less than 32 % (36 %) of days over the prior six months — liquidity in corporate bonds was considerably lower than in traditional listed equity markets.

Although pension funds or bank deposits, as less risky investments, would have been better options to equities, they yield lower returns on investment.

«A conservative investment portfolio comprised of 60 % fixed income, 35 % equity investment or stocks, and 5 % in a high yield savings account (cash equivalent).»

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.

As seen in prior cycles, changes in short - term interest rates alone had yielded little effect on financial conditions, as buoyant risk sentiment strengthened equities, corporate bonds, as well as various forms of «esoteric» investments.

If much of the investment into bond mutual funds that has occurred the last couple of years is for purposes of dampening the volatility of a portfolio — and with the 10 - Year Treasury yield at 1.8 percent it's difficult to argue for a different motivation - then it's important to think through the thesis that bonds will defend a balanced portfolio in an equity bear market in the same way they have, especially to the extent they have in the last two bear markets.

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

The Oakmark Equity and Income Fund invests in medium - and lower - quality debt securities that have higher yield potential but present greater investment and credit risk than higher - quality securities, which may result in greater share price volatility.

The Index consists of 100 of the highest dividend - yielding securities (excluding real estate investment trusts (REITs) in the Dow Jones U.S. Index, a broad - based index representative of the total market for the United States equity securities.

This type of high yield return, mixed with the lack of correlation to bonds and equities makes this an attractive alternative investment.

Remember this is a high yield bond not an equity investment, although at Warren's option it may become one.

The Company is a fund manager across six core investment themes, such as external debt, local currency, special situations, equity, corporate high yield and multi-strategy.»

By purchasing these companies after a price decline, we find we are able to control risk in the portfolio as these investments often have less downside while offering a decent potential return.The U.S. Equity Fund seeks to invest in companies with a lower Price to Book Ratio, lower Price to Earnings Ratio and higher Dividend Yield than the S&P 500 index.

The seven asset classes are: (1) government bonds; (2) investment grade corporate bonds; (3) high - yield corporate bonds; (4) global equity; (5) real estate; (6) commodities; and, (7) hedge funds.

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 equity Real Estate Investment Trusts (REIT), represented by the FTSE NAREIT Equity REITs Equity REITs Index?

I've got 12 different investments through their equity fund in cities with strong rents and high yields.

Private equity and venture capital can be much higher - yielding investments than common asset classes such as Treasuries and equities, but for the most part, only accredited investors can participate.

Before founding Third Point, Daniel worked in the securities industry for over a decade, gaining dedicated experience in equities, distressed debt, high - yield bond sales, risk arbitrage and private investments.

This has been making it increasingly difficult for private equity firms and the investment banks that structure their deals to find people willing to invest in their risky, high - yield bonds.

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Defined Australia Index.

The portfolio you see here would yield a high amount of current income from the bonds and would also yield long - term capital growth potential from the investment in high quality equities.

If the uber - risk trade remains, it's likely that equities will continue to outperform; note that a hybrid investment in Preferred Stock ETFs has performed exceptionally well of late as well — with both capital appreciation and high yield.

Country power rankings are rankings between Netherlands and all other country U.S. - listed equity ETFs on certain investment - related metrics, including 3 - month fund flows, 3 - month return, AUM, average ETF expenses and average dividend yields.

A number of income trust funds will expand their mandate to include high - yield equities (and possibly high - yield bonds) to broaden their investment scope.

If the equity markets rally, investment grade corporates and high yield will not be far behind, but this portfolio would lag.

The corporate bonds, both investment grade and high yield, replace equity exposure.

The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Real Estate Select Sector Index (the index).

The Fund may engage in active and frequent trading of portfolio securities to achieve its investment objective... the Fund will invest in a portfolio of securities including: equities, debt, warrants, distressed, high - yield, convertible, preferred, when - issued... options, total return swaps, credit default swaps, credit default indexes, currency forwards, and futures... ETFs, ETNs and commodities.»

If yields continue to rise in the US, investors who piled into stocks in search of higher yields may return to traditional fixed income investments which could lead to a cooling off in equity markets.

Earlier in his career, as an equity investment analyst at Capital, Eric covered electrical equipment, chemicals and miscellaneous companies with high dividend yields.

The iShares MSCI Philippines Investable Market Index Fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of publicly traded securities in the Philippines equity market, as measured by the MSCI Phillipines Index.