2023 will certainly be the year of the bonds. How exactly should an investor position themselves tactfully going into 2023?
On 23rd November 2022 at the Asia Risk Congress 2022, our CIO, Sanjay Guglani discussed “Asset Owners’ Perspective: What are the Trends for Long-term Investments in 2023”.
Amongst other things, Sanjay Guglani discussed the unprecedented environment we are in right now: Since 2009, 91% of the time, the Fed rates were below 2%. As a result, investors had to accept TINA (There Is No Alternative) and embrace riskier assets. Currently the bond yields are higher than S&P equity dividend yields. Hence, savvy investors can rely on BOB (Bring on Bonds).
The panel discussion was extremely well received by the audience. A huge Thank You to Risk.net and Peter Young for organizing.