Fixed Income

Bonds

This article reflects the opinions of its author and not necessarily those of ShareSoc. Is it time to buy bonds? I have personally been a huge sceptic of bonds and hence a sceptic of the 60/40 model of equities to bonds put forward by many financial advisers as a model for many investors with medium risk appetite. Bonds have had a 40-year bull market, but all that came to an end when interest rates went up from 0.25% to around 5% as QE was ...

Pension Fund Hedging and the Bond Market

The Bank of England had to step into purchase gilts yesterday (28th September) after the bond market looked like collapsing totally. Some £65 billion was spent to do it. This has created panic and uncertainty in the financial community and even affected equity markets. I will give my comments on these events although I certainly do not claim to have any knowledge of pension scheme management and bond markets. So please correct me if I get it wrong. Defined benefit pension schemes buy ...

Wellesley Investors Action Group

By Cliff Weight, Director, ShareSoc I encourage members to join the Wellesley Investors Action Group. You can do so here https://www.facebook.com/groups/wellesleyp2pcreditorsactiongroup Neil Taylor has brought this to my attention. ShareSoc is very willing to blog and tweet about this and encourage all those who have lost money in Wellesley to consider joining the Wellesley Investors Action Group. They have 300 members already which is a good start. But there were 11,700 investors affected, so ideally all should join the Action Group. The  336 ...

Mello Event, ProVen and ShareSoc Seminars and Lots More News

It’s been a busy last two days for me with several events attended. The first was on Tuesday when I attended the Mello London event in Chiswick. It was...

A 6% Yield & Money Back in 2023, What’s Not to Like?

The answer to the question, in short, is "plenty" IMO. In this era of low interest rates, an investment offering a "guaranteed" 6% yield and return of capital after 6 years may seem appealing, superficially. Investors, however, need to dig a little deeper and examine the strength of that guarantee. This particular investment, being issued on behalf of Select Property Group, came to my attention as it is being offered by one of my brokers, YouInvest (and several other "intermediaries", including Saga Share ...