jamieson coote bonds

When markets are heady, it’s hard not to check your portfolio regularly. Each login and click of the ‘portfolio’ tab on your platform offer the promise of splashes of...

In September we saw bond markets on the back foot a little as concerns around the US debt ceiling arose, and the US Federal Reserve began to taper its accommodative...

With the cash rate already at just 1.5%, the Reserve Bank has limited ammunition left to deal with a falling housing market and a slowing Australian economy. Even if...

While the decline in property prices has been orderly thus far, things could get rough from here, says Charlie Jamieson, Chief Investment Officer at Jamieson Coote...

Risk assets face an uncertain future as the Fed’s about-turn on monetary policy has left many investors wondering what’s next. However, according to Charlie Jamieson,...

The Fed has hiked 3 times this year and plans another four hikes by the end of next year. Their collective impact is still ‘in the post’ as hikes take time to bite....

Jamieson Coote Bonds (JCB) is an active manager of high-grade bonds specialising in duration management and security selection. JCB's investment process involves deep...

In this short interview, Charlie Jamieson from Jamieson Coote Bonds discusses his outlook for Australian mortgage rates, and explains the impact that the Fed is having...

The credit market sounded the warning siren well ahead of the GFC: credit spreads blew out in July 2007, before equity markets peaked in November 2007. In this short...

Macquarie Infrastructure fell 41% in a single session in February, a direct result of the elephant in the room investors have overlooked, as outlined here by Charlie...