print to PDF - Willis Owen
... The value of investments can fall. Investors may not get back the amount invested. Commodities can be used for both diversification purposes and as a reduction in risk against certain outcomes and, when these two objectives align, there is a strong case for using them according to Pataki. A constant ...
... The value of investments can fall. Investors may not get back the amount invested. Commodities can be used for both diversification purposes and as a reduction in risk against certain outcomes and, when these two objectives align, there is a strong case for using them according to Pataki. A constant ...
Fidelity Convertible Securities Investment Trust
... that are predictive in nature, that depend upon or refer to future events or conditions, or that include words such as “expects”, “anticipates”, “intends”, “plans”, “believes”, “estimates” and similar forward-looking expressions or negative versions thereof. In addition, any statement that may be ma ...
... that are predictive in nature, that depend upon or refer to future events or conditions, or that include words such as “expects”, “anticipates”, “intends”, “plans”, “believes”, “estimates” and similar forward-looking expressions or negative versions thereof. In addition, any statement that may be ma ...
Long term outperformance - Hearthstone Investments
... of high LTV mortgage lending (to prop up capital values with inflows of first time buyers), increased social choice, and a more confident marketplace into which developers can finally get building – whether it be for traditional owner occupier clients or the new wave of residential investment landlo ...
... of high LTV mortgage lending (to prop up capital values with inflows of first time buyers), increased social choice, and a more confident marketplace into which developers can finally get building – whether it be for traditional owner occupier clients or the new wave of residential investment landlo ...
Module Saving, Investment, and the Financial System
... factory, have a risk that they will not be profitable. The owner of a firm may want to build the factory, but using his/her own money is risky because the factory might not be profitable. The owner could raise the money by selling shares of stock in the company. When a person buys a share of stock i ...
... factory, have a risk that they will not be profitable. The owner of a firm may want to build the factory, but using his/her own money is risky because the factory might not be profitable. The owner could raise the money by selling shares of stock in the company. When a person buys a share of stock i ...
Multi-Asset Solutions Weekly Strategy Report
... accepted. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. In addition, users should make an independent assessment of the legal, regulatory, tax, credi ...
... accepted. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. In addition, users should make an independent assessment of the legal, regulatory, tax, credi ...
Prudent Practices for Investment Managers
... Practice No. 4.4 A due diligence process is followed in selecting service providers, including the custodian ...
... Practice No. 4.4 A due diligence process is followed in selecting service providers, including the custodian ...
Explanations about asset classes
... MJRVJEJUZPGUIPTFTFDVSJUJFT5IPTFTFDVSJUJFTNBZBMTPCFBšFDUFE by other risks (such as political, economic or regulatory changes) that may not be readily known to a US investor. ...
... MJRVJEJUZPGUIPTFTFDVSJUJFT5IPTFTFDVSJUJFTNBZBMTPCFBšFDUFE by other risks (such as political, economic or regulatory changes) that may not be readily known to a US investor. ...
HSBC Euro High Yield - Cantor Fitzgerald Ireland
... currencies are subject to fluctuations in exchange rates, which may have an adverse affect on the value of the investments, sale proceeds, and on dividend or interest income. The income you get from your investment may go down as well as up. Figures quoted are estimates only; they are not a reliable ...
... currencies are subject to fluctuations in exchange rates, which may have an adverse affect on the value of the investments, sale proceeds, and on dividend or interest income. The income you get from your investment may go down as well as up. Figures quoted are estimates only; they are not a reliable ...
Franklin Quotential Growth Portfolio Series A
... information. The Morningstar Risk-Adjusted Rating, commonly referred to as the Star Rating, relates the risk-adjusted performance of a fund to that of its category peers and is subject to change every month. The Star Rating is a measure of a fund’s annualized historical excess return (excess is meas ...
... information. The Morningstar Risk-Adjusted Rating, commonly referred to as the Star Rating, relates the risk-adjusted performance of a fund to that of its category peers and is subject to change every month. The Star Rating is a measure of a fund’s annualized historical excess return (excess is meas ...
Financial Research Company
... operating in a real-time Internet environment, make buy and sell decisions quickly and often ...
... operating in a real-time Internet environment, make buy and sell decisions quickly and often ...
Maximize Profits in Real Estate
... Real estate investors who build wealth using the traditional long term “buy and hold approach” often overlook one of the most profitable and passive strategies of real estate – timing. Strategically building a real estate portfolio based on timing focuses investment buying decisions in parts of the ...
... Real estate investors who build wealth using the traditional long term “buy and hold approach” often overlook one of the most profitable and passive strategies of real estate – timing. Strategically building a real estate portfolio based on timing focuses investment buying decisions in parts of the ...
Origination Execution
... measured by share of client activity, market rank and profitability Manage a diversified portfolio of business and asset classes, making prudent use of Firm capital Out-perform through market cycles Be the most relevant advisor to its target client base ...
... measured by share of client activity, market rank and profitability Manage a diversified portfolio of business and asset classes, making prudent use of Firm capital Out-perform through market cycles Be the most relevant advisor to its target client base ...
High Quality High Yield Select UMA Seix Advisors
... Such securities may also be subject to greater volatility as a result of changes in prevailing interest rates than other debt securities. Growth investing does not guarantee a profit or eliminate risk. The stocks of these companies can have relatively high valuations. Because of these high valuation ...
... Such securities may also be subject to greater volatility as a result of changes in prevailing interest rates than other debt securities. Growth investing does not guarantee a profit or eliminate risk. The stocks of these companies can have relatively high valuations. Because of these high valuation ...
Outlook on Global Equity Income
... we believe European companies have a much higher likelihood of a cyclical improvement in earnings given that they remain depressed versus history—unlike US earnings, which have already rebounded to new highs. Emerging markets continue to offer the most attractive valuations globally. Emerging market ...
... we believe European companies have a much higher likelihood of a cyclical improvement in earnings given that they remain depressed versus history—unlike US earnings, which have already rebounded to new highs. Emerging markets continue to offer the most attractive valuations globally. Emerging market ...
for immediate release
... Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund. All opinions expressed and data provided are subject to change without notice. Some of these opinions may ...
... Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund. All opinions expressed and data provided are subject to change without notice. Some of these opinions may ...
re-examining risk tolerance using worst
... than 10% would not have a meaningful effect. Their bond holding can remain at 5% because of their other fixed-income assets—the pension and Social Security payments. Of course, the next question the Pinkertons must contend with is how to move to the new allocation. Selling a portion of their equity ...
... than 10% would not have a meaningful effect. Their bond holding can remain at 5% because of their other fixed-income assets—the pension and Social Security payments. Of course, the next question the Pinkertons must contend with is how to move to the new allocation. Selling a portion of their equity ...
market news - Sites at Lafayette
... • Bond buying by FED also referred to as quantitative easing (QE) has allowed the long term interest rates to remain low, encouraging investors to invest a lot more. EXAMPLE: The 10 year Treasury note’s yield which fell to 2.936% • Fed official Richard Fisher (Dallas Federal Reserve Bank president): ...
... • Bond buying by FED also referred to as quantitative easing (QE) has allowed the long term interest rates to remain low, encouraging investors to invest a lot more. EXAMPLE: The 10 year Treasury note’s yield which fell to 2.936% • Fed official Richard Fisher (Dallas Federal Reserve Bank president): ...
Another Year, Another Stock Market Increase
... retroactively and therefore with the benefit of hindsight. Such returns should not be considered indicative of the skill of the advisor. 2. The results portrayed are net of investment advisory fees. A fee of 1.0% per annum was used to calculate the net of fees results. The fee schedule is in Part ...
... retroactively and therefore with the benefit of hindsight. Such returns should not be considered indicative of the skill of the advisor. 2. The results portrayed are net of investment advisory fees. A fee of 1.0% per annum was used to calculate the net of fees results. The fee schedule is in Part ...
Capital Allocation - Sionna Investment Managers
... strategic locations such as Egypt and Louisiana. We believe these decisions will continue to benefit us as shareholders. Assessing a company’s capital allocation skills is challenging as an investor. It often takes more than a year to determine if a single capital allocation decision has been succes ...
... strategic locations such as Egypt and Louisiana. We believe these decisions will continue to benefit us as shareholders. Assessing a company’s capital allocation skills is challenging as an investor. It often takes more than a year to determine if a single capital allocation decision has been succes ...
August 4, 2015 - Wells Capital Management
... The views expressed are those of the author at the time of writing and are subject to change. This material has been distributed for educational/informational purposes only, and should not be considered as investment advice or a recommendation for any particular security, strategy or investment prod ...
... The views expressed are those of the author at the time of writing and are subject to change. This material has been distributed for educational/informational purposes only, and should not be considered as investment advice or a recommendation for any particular security, strategy or investment prod ...
A Different Way to Invest
... will fluctuate, and shares, when redeemed, may be worth more or less than original cost. Small and micro cap securities are subject to greater volatility than those in other asset categories. International and emerging markets investing involves special risks such as currency fluctuation and politic ...
... will fluctuate, and shares, when redeemed, may be worth more or less than original cost. Small and micro cap securities are subject to greater volatility than those in other asset categories. International and emerging markets investing involves special risks such as currency fluctuation and politic ...
Templeton Developing Markets Trust Fact Sheet
... All MSCI data is provided “as is.” The Fund described herein is not sponsored or endorsed by MSCI. In no event shall MSCI, its affiliates or any MSCI data provider have any liability of any kind in connection with the MSCI data or the Fund described herein. Copying or redistributing the MSCI data is ...
... All MSCI data is provided “as is.” The Fund described herein is not sponsored or endorsed by MSCI. In no event shall MSCI, its affiliates or any MSCI data provider have any liability of any kind in connection with the MSCI data or the Fund described herein. Copying or redistributing the MSCI data is ...
Returns, Absolute Returns and Risk
... grows more and more tenuous. What’s the return on S&P 500 stocks? If you had asked 100 institutional investors and consultants in 1999, virtually all of them would have said 9-11%. Ask them today and they’re likely to say 5-7%. What changed? Not the asset class itself, but opinions surrounding it. O ...
... grows more and more tenuous. What’s the return on S&P 500 stocks? If you had asked 100 institutional investors and consultants in 1999, virtually all of them would have said 9-11%. Ask them today and they’re likely to say 5-7%. What changed? Not the asset class itself, but opinions surrounding it. O ...
Key drivers of Emerging Market Stock Returns
... This document contains certain statements that may be deemed to be forward-looking statements. All statements, other than historical facts, contained within this article that address activities, events or developments that SSgA expects, believes or anticipates will or may occur in the future are for ...
... This document contains certain statements that may be deemed to be forward-looking statements. All statements, other than historical facts, contained within this article that address activities, events or developments that SSgA expects, believes or anticipates will or may occur in the future are for ...