In fact there has been no switching out of bonds at all in the US mutual fund figures from Morningstar; in the first quarter, bond funds received $78 billion of inflows, almost exactly the same amount as flowed into the three categories of equity funds.
In fact, the four best-performing categories of equity funds in 2011 — portfolios that specialize in utilities, health care, real estate investment trusts and consumer companies involved in food, beverages and other household products — all dabble in dividend-rich parts of the market.
DealBook » A Look at Hedge Funds' 1st-Quarter Holdings | According to data from Credit Suisse's prime services group, hedge funds increased their holdings of financial stocks more than any other category of equities, Barron's reports.
Selected banks often have to create a new category of equity to accommodate the Treasury limitations on its ownership.
Yet throughout this so-called lost decade for equities, another category of equity never really took a back seat to bonds: shares of fast-growing small companies.
Three categories of litigation, concerning equity research, Enron and the allocation of initial public offerings (IPOs) during the boom, have had lawyers working all hours.Consider first the charge that Wall Street analysts puffed shares that their investment-banking colleagues were trying to flog.
Since his company fits the category of private equity, he even has carried interest, the kind of incentive compensation that enabled Mitt Romney to pay such a low tax rate.
It will be the largest manager in a host of categories from equities to fixed income, as well as in total.
In measuring net worth, we sum financial and housing assets, while subtracting debt.5 We include financial assets (current value of stock holdings, bank accounts, CDs, bonds and other financial wealth), equity in three categories of real estate (primary home, secondary home and other real estate), business holdings, vehicles and retirement saving accounts (such as IRAs and Keogh plans).
