Two pathways to performance

Livewire Exclusive

Livewire Markets

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, Chief Investment Officer at Jamieson Coote Bonds, government bonds are well placed, with two clear pathways to a strong performance. On the one hand, a material credit event could create a “flight to quality” as investors look for certainty and return of capital, rather than trying to achieve returns on capital. However, if central banks remain accommodative, this should provide a boost to bonds as all assets perform well. Watch the full video to hear Charlie’s take on why high-quality bonds should be an evergreen allocation when building a diversified portfolio.

 

Never miss an update

Stay up to date with the latest news from Jamieson Coote Bonds by hitting the 'follow' button below and you'll be notified every time I post a wire.

As we continue to face volatile market periods, bonds will offer the stability of principal and income, as investors seek the highest quality investments. Click contact below to find out more or visit our website for further information.




1 contributor mentioned

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.