I don't particularly like equities, but I think equities are a better space to be in than bonds.
It's quite clear that stocks are cheaper than bonds. I can't imagine anybody having bonds in their portfolio when they can own equities, a diversified group of equities. But people do because they, the lack of confidence. But that's what makes for the attractive prices. If they had their confidence back, they wouldn't be selling at these prices. And believe me, it will come back over time.
You have to say that we are again in a massive financial bubble in bonds, in equities, in [other] asset prices that have gone up dramatically.
The positive aspect of my negative view is essentially that you shouldn't own cash and government bonds, but you should be in assets like real estate or equities or precious metals or in commodities.
When I look at asset prices; real estate, bonds, equities, vintage cars… I think that gold is actually one of the few assets that is relatively cheap, relatively inexpensive.
When you look at dividend returns on equities versus bond yields, to me it's a pretty easy decision to be heavily in equities.
When you look at dividend returns on equities versus bond yields, to me its a pretty easy decision to be heavily in equities.
Simply put, investors should own less equities, more bonds, more global investments, more cash and more dry ammunition.
Overseas investors have a choice. They can buy property, equities, bonds, or a host of other assets either in the United Kingdom or abroad. Each decision will be taken depending on the available net return, that is, the profit after tax.
We believe that people moving their portfolios to an overweight in bonds will be disappointed over the long-term and will significantly underperform an asset allocation that over-weights equities.
We take smaller companies and middle-sized companies, all around the world, and we do currency exchange for them; we raise bonds and equities for them; and we do inventory finance, trade finance, and custody of assets.
I think that's the real shame: We spent the last 48 hours talking about these disgusting, disgusting comments and disgusting behavior instead of talking about hurricane relief or what's going on in Flint, Michigan. It's just appalling to have to be dealing with such nonsense and such disgusting, you know, criminal speech.
Barry Bonds in the news. Yesterday Barry Bonds' agent said that Bonds could hit as many as 1,000 home runs. And the agent admitted he's on more drugs than Barry Bonds.
In choosing a portfolio, investors should seek broad diversification, Further, they should understand that equities--and corporate bonds also--involve risk; that markets inevitably fluctuate; and their portfolio should be such that they are willing to ride out the bad as well as the good times.
Fishing is boring, unless you catch an actual fish, and then it is disgusting.
I don't want euro bonds that serve to mutualize the entire debt of the countries in the euro zone. That can only work in the longer-term. I want euro bonds to be used to finance targeted investments in future-oriented growth projects. It isn't the same thing. Let's call them 'project bonds' instead of euro bonds.