JCB Advisory Economist Saul Eslake - Themes for 2016

Angus Coote

Jamieson Coote Bonds

Throughout the later part of 2015, JCB highlighted that Chinese currency depreciation was a major theme for markets in 2016, and that a US Federal reserve rate hike(s) would create market instability. So far market volatility is playing out as expected, albeit at a faster pace. Bond correlations are providing excellent insulation for portfolio's, with solid capital gains and positive performance, as other markets suffer significant and ongoing declines. The JCB active bond fund is up around +2% (MTD unaudited). We believe powerful themes will continue throughout 2016 and we are please to provide the top themes to watch in 2016 from one of Australia's pre-eminent economic minds, JCB Advisory Board Economist, Saul Eslake. We are available to discuss any of these themes in greater detail should you wish on (03) 9653 9255 or (03) 9653 9266


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Angus Coote
Jamieson Coote Bonds

Angus established Jamieson Coote Bonds with Charlie Jamieson in 2014. He started his career with JPMorgan in London, before working at ANZ and Westpac, where he transacted the first ever Australian Bond trades for several large Asian Central Banks.

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