Finding bonds with attractive yields in both the high-yield and investment-grade space, and attractively priced equities with ‘bond like’ qualities is becoming an increasingly difficult task for investors (this is similar to a theme Morgan Stanley recently expressed). Yields across the board have plunged since Brexit with $1 trillion in bonds falling into negative yielding territory in the week following the June 24 referendum. Europe’s Credit Markets React To Brexit – $11 Trillion Of Negative Yield Equity analysts at Bank of America believe that the world has now finally accepted that low-interest rates are here to stay, in this slow…
EM Equities A Good Substitute For Bonds?
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk