Australian government bonds can still provide positive returns

Charles Jamieson | Jamieson Coote Bonds | 14 February 2017 | 0.25 CE

 

 

The following presentation was delivered at PortfolioConstruction Forum Summit 2017, the theme of which was "The winds of change".

Synopsis
Markets are experiencing the biggest changes since the fall of the Berlin wall, while uncertainty dominates the global macro lens. Investors must adjust their thinking by focusing on risk allocations rather than returns. High debt burdens create a self-correcting interest rate environment over time. With record Australian debt issuance funding budget deficits, there is a significant opportunity for actively managed Australian government bonds to continue to provide positive returns, while protecting against the storms of uncertainty.

Presenter
Charles Jamieson, Executive Director, Jamieson Coote Bonds / Channel Capital (Melbourne)

Presentation - Recorded 14 February 2017 (24 mins)

  Slides       Podcast

More info - Contact Channel Capital about Jamieson Coote Bonds

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