Why investors are paying to take on risks in the equity market
HTML-код
- Опубликовано: 21 ноя 2024
- Portfolio manager Martin Pelletier explains the bond market's bearish moment and investors are paying to take on risks in stocks.
Subscribe to BNN Bloomberg to watch more videos: / bnnbloomberg
Connect with BNN Bloomberg:
For the latest news visit: www.bnnbloombe...
For a full video offering visit BNN Bloomberg: www.bnnbloombe...
BNN Bloomberg on Facebook: / bnnbloomberg
BNN Bloomberg on Twitter: / bnnbloomberg
BNN Bloomberg on Instagram: / bnnbloomberg
BNN Bloomberg on LinkedIn: / bnn-bloomberg
--
BNN Bloomberg is Canada’s only TV service devoted exclusively to business, finance and the markets.
Long term corporate bonds will outperform 5 year GIC's as long as you hold the bonds to maturity and buy them at par or less than par. With the U.S. stock market so overvalued and the recent runup in gold there isn't many other places to put money. Trump has a vested interest in lower interest rates as he owns a huge real estate empire.
I’m tilting my portfolio to bonds right now. I’m happy with a 4.5-5% return on 35% - 40% of my retirement portfolio (previously I had 30% in bonds). I don’t see stocks doing much better than +5% ROR over the next 5 years given the current valuations.
I bought corporate bonds out to the 2040's as I only see one year of inflation the year Trump enacts the tariffs.