Stay up to date with notifications from The Independent

Notifications can be managed in browser preferences.

Personal Finance

Brian Tora
Friday 03 September 1999 18:02 EDT
Comments

Your support helps us to tell the story

From reproductive rights to climate change to Big Tech, The Independent is on the ground when the story is developing. Whether it's investigating the financials of Elon Musk's pro-Trump PAC or producing our latest documentary, 'The A Word', which shines a light on the American women fighting for reproductive rights, we know how important it is to parse out the facts from the messaging.

At such a critical moment in US history, we need reporters on the ground. Your donation allows us to keep sending journalists to speak to both sides of the story.

The Independent is trusted by Americans across the entire political spectrum. And unlike many other quality news outlets, we choose not to lock Americans out of our reporting and analysis with paywalls. We believe quality journalism should be available to everyone, paid for by those who can afford it.

Your support makes all the difference.

IT WOULD not have been right to leave you hanging in the air after writing last week that there were alternatives to gilts for those who needed a high income. It is just difficult to know where to start.

But a week is a long time in the stockmarket. The newest member of the Monitory Policy Committee was quoted as saying an interest rate hike would be unwise. Hedge fund managers (for such Sushil Wadhwani was) are not noted for taking anything other than a robust view on market dynamics, but I feel he has a point.

I believe a return to high inflation and the sort of yields that have been available is unlikely. Meantime there are some attractive products on offer. One investment house has launched an ISA with an 8.5 per cent net yield. But remember: the higher the yield, the greater the risk.

That said, risk premiums are sometimes overdone. During the financial turmoil of last summer I bought a Euro Sterling Bond at a 14 per cent yield. Once the return had fallen to a single digit I took my profit. It was amusing, therefore, to find a well known tip sheet pushing the same stock at a return not much greater than that at which I sold.

There is a very wide choice available in the commercial fixed interest market. Orange has a Euro Sterling Loan available with a yield of more than 8 per cent, while HSBC can provide a similar yield over a longer period, although a fifth of your capital is eliminated through the difference between the price you pay and the ultimate redemption value.

Vodafone can offer more than 7 per cent for the next five years, and there are plenty of well known companies which provide opportunities that make gilts look hugely expensive.

Of course, part of the problem with British Government stocks is that there is more appetite than supply at the long end of the market. Popular wisdom has it that you keep spending tight, so do not need to issue government debt these days. The result is a return on long dated British Government debt that is less than in Germany and the US.

If you do not have enough money to employ a firm of managers to look after your high-yielding bond portfolio, M&G is about to launch just such a product. It aims to look after asset allocation between the various classes available so that you achieve the best total return. That is their aim at any rate. Watch this space!

Brian Tora is chairman of the Greig Middleton investment strategy committee

Join our commenting forum

Join thought-provoking conversations, follow other Independent readers and see their replies

Comments

Thank you for registering

Please refresh the page or navigate to another page on the site to be automatically logged inPlease refresh your browser to be logged in