Angus Coote

Yet again another quarter and another CPI miss. The RBA has no reason to move rates on the back of these soft numbers. Despite oil prices rallying throughout the quarter and the global economy and risk in general being bid to the moon, we are still yet to see the... Show More

Angus Coote

In recent times, many column inches have been devoted in the financial media about an impending disaster in the High Grade/Government Bond market. As Government Bond specialists, we at JCB are amused to see many so-called financial experts comment on a product they have neither sold nor traded. Despite this... Show More

Angus Coote

When we look back upon the financial excess prior to the GFC, the great bust and near financial Armageddon, the multiple bouts of global quantitative easing transferring private debt to governments thereafter, it will make a historic story for the grandchildren. Boom to bust to boom again within a decade,... Show More

Angus Coote

There continues to be evidence to support the Jamieson Coote Bonds team's thesis that investors should be re-assessing their portfolio construction and risk allocations to avoid unintended heightened bank/financial related exposure. JCB's approach is one that diversifies investors away from such exposures whilst providing a cornerstone defensive portfolio allocation. These... Show More

Angus Coote

Beware of the 'bait and switch' scare tactic from Bond naysayers in 2017 or be at risk of similar portfolio outcomes of the last GFC. It is misleading when readers are often shown one-off scenarios about bond markets that, whilst are possible, are so unlikely that it's fanciful to present... Show More

Angus Coote

Going into expected US Fed rate hikes, most investors would assume that long-dated bonds will likely sell off considerably. Contrary to what popular media commentary would suggest, long-dated bonds are unlikely to move very much at all. In fact, history suggests that long-dated bonds often rally once the Central Bank... Show More