Dimensional really analyzed 42 years of data (1980-2022) and concluded:
High-yield bonds > private credit (RECTA framework)
Skip the illiquidity premium. Just buy $HYG and chill
More on UK inflation and why this makes it very tricky for the Bank to be aggressive in cutting interest rates in today's Money Distilled https://t.co/xOe86AvZK3
Want to discuss bonds sometime John?
The deposit equivalent yields on low coupon bonds (due to the CGT exemption) are still interesting and it gets even more interesting in the corporate bond arena now that everyone can buy them.
Love to have you at an event we are running on 22nd May in Canary Wharf called, "Are bonds the next big thing?"
https://t.co/pzeDkMCP30
@MerrynSW It's become so obvious that this is a failed policy because the RoW and Trump are simply ignoring it. Blair has been tasked by Mr. Global to soften the narrative and give Miliband some wiggle room.
The Corporate Bond market is now open for EVERYONE!
We are hosting an event in Canary Wharf, London on 22nd May at 6pm called, "Are bonds the next big thing?"
If you are a professional trader, financial influencer or private investor please feel free to register for the event here:
https://t.co/pzeDkMCP30
The ISA allowance and incentives are an important policy lever that can be used to promote a greater saving and investment culture in the UK.
With the UK government pursuing what appears to be a flailing net zero growth economic policy, meaningful changes are required to bring back dynamism to the economy.
While balancing the budget may be an important consideration in managing the UK's cost of financing, efficiencies should come from cutbacks in other areas that don't discourage entrepreneurialism and investment. #UKDOGE
Rezaah Ahmad, CEO of investment platform WiseAlpha, calls for the ISA allowance to be significantly increased.
"To meaningfully improve the UK’s savings landscape, Labour should consider raising the annual ISA allowance to £40,000.
This increase would better reflect both inflationary changes and a desire to incentivise greater investment ISA usage since the current £20,000 limit was introduced in 2017 and the growing need for individuals to take greater control of their long-term financial futures and generate wealth above inflation.
An allowance of £40,000 would provide far more flexibility, enabling savers to effectively build and diversify their portfolios across cash, stocks, shares, bonds, and alternative assets without being constrained by outdated thresholds.
Increasing the overall ISA allowance to £40,000 would not only promote a stronger national savings culture but also provide the flexibility needed for intergenerational wealth planning and ensure ISAs are fit for purpose in addressing the UK’s long-term financial resilience and retirement security."
Treasury minister Emma Reynolds recently told the Treasury Committee this week that the Government is "looking at ISA reform". This is following reports Chancellor Rachel Reeves could introduce a new £4,000 cap on cash ISAs, to encourage more investing.
WiseAlpha warned bringing in a £4,000 cap could needlessly penalise people who prefer to put their funds in cash ISAs as they prefer a low-risk way to grow their cash.
https://t.co/k8AKCzr6MW
Everyone in London!
In the wake of greater moves by the UK regulator and government to open up access to corporate bonds for retail we are running an event here in Canary Wharf called, "Are bonds the next big thing?"
Many of you will know all the work my Firm WiseAlpha has done to champion this effort and we are the first platform in the UK to have achieved this already with our proprietary Fractional Bond trading technology. We invented it.
If you are a professional trader, financial influencer or private investor please feel free to register for the event here:
https://t.co/pzeDkMChds
The yield on the 10-year US Treasury is back above 4.40% this morning, up 8 basis points — this as the dollar weakens, defying again historical correlations.
#economy#markets
*CHINA OPEN TO TALKS IF TRUMP SHOWS RESPECT, NAMES POINT PERSON
*CHINA WANTS TRUMP TO REIN IN CABINET MEMBERS, SHOW CONSISTENCY
*CHINA WANTS US TALKS TO ADDRESS CONCERNS ON TAIWAN, SANCTIONS
🇨🇳🇪🇺 Wow.
China’s pulling back the curtain on Europe—and the world’s biggest brands.
Turns out they were the ones making the high-quality products all along, while the West kept up the illusion that China could only do cheap and low-grade.
The joke’s on us.