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Wealth Manager Outlook: The big bond to equity shift approaches

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by David Campbell on Nov 08, 2012 at 00:01

Some improvement expected

There was also only a marginal improvement in expectations on broad investor sentiment. The number of managers saying they expect little change slid from 37% to 33.3%, while those saying it will improve rose from 37% to 40.7%.

‘Investor sentiment is often late to change unless evidence starts mounting up,’ said Manish Singh, director and head of investment at Crossbridge Capital.

‘US macro data are already indicating the bottoming of a slowdown. Autos, housing, jobs, consumer confidence, manufacturing, retail sales – all have improved over the last quarter and will continue to do so.’

 

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3 comments so far. Why not have your say?

anil kumar

Nov 08, 2012 at 00:33

In my opinion,the demise of Corporate bonds yielding at least 5%,investment grade(at least BBB)is premature.

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Geoff Downs

Nov 08, 2012 at 11:49

I don't get where the long term inflationary pressure comes from. We have the example of Japan staring us in the face.

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tough enough

Nov 08, 2012 at 18:58

Same old same old ...I hold several prefs that just due to the income will have doubled my money in another another 6 years and they still yield 7% plus thats a fact ...not an opinion.

I also have several RPI index linked corporate bonds that I can hold to redemption ( and dont see a contradiction )....

If prefs fall substantially I will be delighted to step in and buy more and if inflation dosent happen ill get my coupon and my money back on the RPI linked.

I deal in facts not opinions

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