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Weighing cash allocation against opportunity cost

High savings rates have raised the bar for equities. Should shareholders fold?
Weighing cash allocation against opportunity costPublished on August 30, 2023

For much of the period since the 2007-08 financial crisis, savings accounts were barely worth it. Ultra-low interest rates meant limited or negative real returns on cash, at a time when stocks and bonds generally marched higher.

But now, even dyed-in-the-wool stockpickers will struggle to ignore the lure of the savings market. In the UK, you can lock in interest rates of 6 per cent on fixed-rate bonds of between one and three years, and even 5 per cent from some easy-access accounts.

By giving up between 25 and 50 basis points, savers can shelter interest from tax in a cash Isa. Max out your allowance, and gilts’ exemption from capital gains tax offers comparable near-guaranteed returns from medium-duration government bonds, providing you hold to maturity.

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