Rotate to high grade defensive assets before the cycle ends |
Charles Jamieson | Jamieson Coote Bonds | 19 February 2019 | 0.25 CE |
Investors globally must contend with reduced liquidity under quantitative tightening, higher risk free rates, tight credit spreads, increased volatility, populism, trade wars, political and constitutional crisis. For Australian investors, add in collapsing property prices, tighter credit lending and a likely change of government and 2019 looks like a year to ‘defend and protect’ wealth. The ... |
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