In general, the longer the average maturity, the greater the fund’s sensitivity to interest-rate changes, which means greater price fluctuation. A shorter average maturity usually means a less sensitive – and consequently, less volatile – portfolio. On 15 January 2025, the Commission adopted a recommendation to Member States on reviewing outbound investments in technology areas critical for the economic security of the EU.
We are a small team of passionate investors managing, on behalf of our clients, investment portfolios with a focus on high-quality companies that are well positioned to contribute to, and benefit from, sustainable development. Insight North America LLC (INA) is a registered investment adviser under the Investment Advisers Act of 1940 and regulated by the US Securities and Exchange Commission. As a floating rate instrument, an ILS has little interest rate duration to speak of, leaving it relatively unscathed by the latest bond market rout. If inflationary pressures persist – as most major central banks believe they will – higher rates may be with us for a while. More interest rate rises will feed through to ILS investors as part of their coupon.
Risk tolerance – The degree to which you can tolerate volatility in your investment values. NASDAQ – National Association of Securities Dealers Automated Quotations system, which is owned and operated by the National Association of Securities Dealers. NASDAQ is a computerized system that provides brokers and dealers with price quotations for securities traded over-the-counter as well as for many New York Stock Exchange listed securities. Market risk – The possibility that an investment will not achieve its target. Junk bond – A lower-rated, usually higher-yielding bond, with a credit rating of BB or lower. Inflation – A rise in the prices of goods and services, often equated with loss of purchasing power.
Pick any asset you like from a wide range of stocks, ETFs, mutual funds, and crypto.
P/E Ratio (1 yr trailing) (long position) – Price of a stock divided by its earnings from the latest year. Par value – Par value is the amount originally paid for a bond and the amount that will be repaid at maturity. Federal Reserve Board (The Fed) – The governing board of the Federal Reserve System, it regulates the nation’s money supply by setting the discount rate, tightening or easing the availability of credit in the economy. Ex-Dividend – The interval between the announcement and the payment of the next dividend for a stock. Default – Failure of a debtor to make timely payments of interest and principal as they come due or to meet some other provision of a bond indenture.
Asset allocation – The process of dividing investments among cash, income and growth buckets to optimize the balance between risk and reward based on investment needs. On 6 April 2020, the Commission submitted a report on the application of the regulation. On 19 March 2019, the EU adopted a regulation to create a system to cooperate and exchange information on investments from non-EU countries that may affect security or public order. The regulation makes sure that the EU is better equipped to protect its interests, while remaining among the world’s most open investment areas. In its Trade Policy Review, the European Commission announced its intention to pursue sustainable investment agreements with Africa and the Southern Neighbourhood, focusing on investment facilitation. This initiative is being developed in negotiations for a Sustainable Investment Facilitation Agreement with Angola, and the EPA deepening negotiations with five countries of Eastern and Southern Africa.
Prospectus – Formal written offer to sell securities that sets forth the plan for proposed business enterprise or the facts concerning an existing one that an investor needs to make an informed decision. Prospectuses are also issued by mutual funds, containing information required by the SEC, such as history, background of managers, fund objectives and policies, financial statement, risks, services and fees. Mutual fund – Fund operated by an investment company that raises money from shareholders and invests it in stocks, bonds, options, commodities or money market securities.
Institutional Voting Information https://trustmediafeed.s3.eu-north-1.amazonaws.com/canpeak-resources/canpeak-resources-review-2025.html Service (IVIS) is one of the UK’s leading providers of corporate governance research. Our members use IVIS to help them exercise their voting rights and make more informed voting decisions. Our industry careers service focuses on widening access to diverse talent including school and college leavers, as well as graduates.
Sign up to receive the latest news and insights from our experts
The fund’s NAV is calculated daily by taking the fund’s total assets, subtracting the fund’s liabilities, and dividing by the number of shares outstanding. The value of investments and the income derived from them may rise as well as fall, and investors may not get back the amount originally invested. This material is provided for informational purposes only and does not constitute investment, tax, legal or financial advice; or a recommendation and should not be relied upon as such. It should not be considered an offer to buy or sell any financial instrument or security. Any investment should be made based on a full understanding of the relevant documentation, including a private placement memorandum or offering documents where applicable. Investors have headed in their droves into cash, money market and government bonds in 2023 amid macro uncertainty.
- The sector offers more stable earnings growth, lower price volatility and better long-term Sharpe ratios, a measure of risk-adjusted return.
- The recommendation builds on the European Economic Security Strategy from June 2023 and the White Paper on Outbound investments from January 2024.
- The companies selected typically are in different industries and different geographic regions.
- We partner with financial advisers to provide expert support and investment solutions.
- We manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years.
Investment & Funds
ICI released a statement applauding Secretary Bessent for his forward-thinking leadership and recognition of the critical role financial markets play in ensuring American economic growth. Top five industries – Top five industries in a portfolio based on amount of invested assets. Top five contributors – Top five industries in a portfolio based on amount of invested assets. Investment grade bonds – A bond generally considered suitable for purchase by prudent investors.
Legal entity Insight North America LLC’s AUM is $137.5bn as of September 30, 2025. For those unfamiliar with the strategy, covered call overwriting involves selling a call option on a stock or index that an investor owns. (Selling out-of-the-money means the underlying price of the share or index is below the strike price at the point at which the option is sold – thus the fund still benefits from any share price growth up to the strike price). Weighted average maturity – A Fund’s WAM calculates an average time to maturity of all the securities held in the portfolio, weighted by each security’s percentage of net assets. The calculation takes into account the final maturity for a fixed income security and the interest rate reset date for floating rate securities held in the portfolio. This is a way to measure a fund’s sensitivity to potential interest rate changes.