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Jeremy Siegel Says Stocks Are Better Than Bonds And It's Not Even Close

Published 21/08/2023, 20:53
© Reuters.  Jeremy Siegel Says Stocks Are Better Than Bonds And It's Not Even Close
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Benzinga - by Adam Eckert, Benzinga Staff Writer. Wharton Professor of Finance Jeremy Siegel has suggested that bonds are a waste of time — 22 years to be exact.

What To Know: Monday morning on CNBC's "Squawk Box," Siegel made the case for stocks over bonds.

"2% after inflation a year takes 36 years to double your money. At a 20 P/E ... that's a 5% earnings yield in stocks, the general S&P 500, that takes 14 years to double your money," the Wharton professor said.

"By time you double your money in bonds, you've multiplied your money by five times in stocks. So people who tell me, 'oh my goodness, you know, bonds are as good as stocks,' no way for long-run wealth creation."

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He specifically noted that this only works for investors with a long-term time horizon. In two years, anything can happen, he said. But over the long-term, there's no real argument for bonds over stocks.

The returns in bonds would be "well below" stocks, he emphasized. The average inflation-adjusted return in the S&P 500 is closer to 6.5%, so the 5% estimate is conservative, Siegel said.

If you invested $100 in the S&P 500 10 years ago, you would have generated a return of approximately 264% to date. According to officialdata.org, you would have made approximately 177% on an inflation-adjusted basis over the last 10 years, which works out to approximately 10.2% per year.

SPY Price Action: The SPDR S&P 500 (ARCA: SPY) was up 0.69% at $439.52 at the time of publication, according to Benzinga Pro.

Photo: Nattanan Kanchanaprat from Pixabay.

© 2023 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

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