Скачать или смотреть Fractional Bond Investing With Rezaah Ahmad CEO of WiseAlpha

Richard Berry interviews Rezaah Ahmad, the CEO and founder of Wise Alpha, a fractional bond investing platform. They discuss the concept of fractional bonds and the opportunities they provide for retail investors. Reza explains that Wise Alpha has seen increased demand during times of market stress and high yields. They also discuss Wise Alpha's expansion into white-label services and partnerships with wealth managers and institutions. Reza highlights the lack of interest in bonds among UK investors and the need for education and media coverage to raise awareness. He emphasizes the importance of diversification and gradually building a bond portfolio. Reza also shares his insights on the current bond market environment and the potential for future opportunities.

Takeaways

Wise Alpha is a fractional bond investing platform that allows retail investors to invest in smaller chunks of high minimum denomination bonds.
During times of market stress and high yields, there is increased demand for fractional bonds from existing investors looking to take advantage of opportunities.
Wise Alpha has expanded its services to include white-label partnerships with wealth managers and institutions, aiming to broaden access to the corporate bond market.
UK investors have shown less interest in bonds compared to the US, possibly due to a lack of supply and education about bonds.
Education and media coverage are crucial for raising awareness and interest in bonds among retail investors.
The current bond market environment, with higher interest rates and uncertainty, presents opportunities for retail investors to diversify their portfolios and generate income.
Popular bonds on the Wise Alpha platform include gilts and high-yield corporate bonds with attractive yields.
Bond refinancing presents opportunities for investors, especially in the short to medium term, with high-yield bonds offering potential capital appreciation.
Bond investments tend to be sticky, with investors preferring to hold bonds until maturity to receive predictable returns.
Direct bond investing can offer more control and potentially higher returns compared to investing in funds, as long as investors diversify their portfolios.
Top three tips for successful bond investing: 1) Sign up for bond education resources, 2) Start with companies you know and understand, and 3) Gradually build your portfolio and consider risk-reward balance.
Wise Alpha aims to become a trading venue and expand into international markets, offering fractional bonds and broadening access to foreign-denominated securities.

Chapters

00:00 Introduction to Wise Alpha and Fractional Bond Investing
04:05 Expansion into White Label Service
08:38 Increasing Interest in Bonds from Wealth Managers and Institutions
09:15 Reasons for UK Investors' Lack of Interest in Bonds
13:14 The Importance of Education and Media Coverage for Bond Market Awareness
16:04 Changing Market Environment and the Attractiveness of Bonds
18:35 Popular Bonds on the Wise Alpha Platform
21:23 Opportunities in the Bond Market due to Bond Refinancing
24:01 Sticky Nature of Bond Investments
26:01 Direct Bond Investing vs. Fund Investing
27:56 Top Three Tips for Successful Bond Investing
31:58 Future Plans for Wise Alpha as a Trading Venue and Expansion into International Markets