BUY Paolo Coletti Conviction4/5 Analysis quality75/100 now
The YouTuber recommends buying the new Alerion Clean Power bond (ISIN XS3213330791) due to its attractive 4.625% minimum annual rate, which offers a higher net yield (3.34%) compared to equivalent 6-year BTPs (2.59% net). He notes that even if Alerion exercises its call option early due to falling interest rates, the bond's net return often remains superior to BTPs, making it an interesting alternative for long-term investors seeking higher yields.
“Quindi abbiamo un'obbligazione che abbastanza succulente le prime cedole rende di più del BTP. Abbiamo visto anche in scenari in cui il BT in cui i tassi calano dell'1% rende sempre di più dei corrispondenti BTP netto.” — ▶ 30:00