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.
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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.