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Investing - Theory, News & General • Re: Comparison between this rally and 1928

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I do think Inflation Linked Bonds are more attractive given the likely policy mix. But we cannot speculate about that here.
Inflation linked Bonds in the UK?
They have lower yields for structural reasons (pension funds have strong incentives to own them).

Duration is very long so highly interest rate sensitive.

In a taxable account, an investor holds the gilts directly - due to tax treatment. Not a fund.

In an ISA or pension one can just hold the fund.

Of course there is UK government credit risk. Which is not zero, but one hopes is very low.

Statistics: Posted by Valuethinker — Tue Nov 12, 2024 5:25 am



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