“Globally, the bond market actually is bigger than the entire banking system as well.”
RW
Robin Wigglesworth
Masters in Business ·
Robin Wigglesworth · Masters in Business · Embracing the Bond Market: Masters in Business with Robin Wigglesworth
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states that the global bond market is multiple times larger than the equity market
3x, 4x
“Globally, the bond market actually is bigger than the entire banking system as well.”
“Hyperscalers dramatically increasing their CapEx commitments... now net free cash flow negative... going to the bond market and the long end of the bond market”
“Our portfolio is 80 equities, 20 debt. ... we will be compensated more and make more money effectively off equities than we will bonds.”
“We focus where there's blank space… give up some of the equity upside in order to protect our downside… consistently performing about 14% per annum, much better than equity markets.”
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