A continuation of an interview with Jamieson Coote Bonds’ Charles Jamieson – visit here for Part 1.
Tell me what your thoughts are on the current market, is this an opportunity to buy in? Will rates go higher from here? How do you feel about inflation?
Good timing Liz, I’ve only...
Government Bond Expert, Charles Jamieson From Jamieson Coote Bonds Talks About Life And Government Bond Strategies In The Coming Year - Part 1.
I’ve watched and admired Charlie Jamieson for years. Setting up with partner Angus Coote a business focused on the highest quality bonds – federal and state government...
Recently, global asset manager T. Rowe Price held a webinar for Australian investors. I’ve transcribed part of the presentation by Emerging Market Bonds and Global High Income Bond Strategies Portfolio Manager Samy Muaddi whose role is exclusively focussed on debt markets. He describes how the world can get itself...
Liz Harrison, Fixed Interest Analyst - ESG in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market review
Bond markets remained volatile in March. The recovery story picked up pace in the US market, backed by strong economic data, a rapid vaccine rollout, an...
Welcome to Fixated: The Fixed Income Podcast. Fixated is the podcast for Fixed Income investors in Australia.
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I’ve had a number of questions about inflation over the last few weeks and thought I would share them with you. First here’s a graph of historic CPI quarter over quarter. You can see the significant drop last year and the corresponding spike the next quarter. However, nothing more...
Jay Sivapalan - Head of Australian Fixed Interest at Janus Henderson - discusses what caused February’s bond market volatility and how the team are actively navigating the challenging conditions.
Over February the Australian bond market1 was down approximately 3.5%, suffering its biggest negative monthly return since 1983. In combination with...
Andrew Lockhart, Managing Partner, updates Fixed Income News Australia on the Metrics Credit business and explains why it’s different from others.
How is the business going?
Business is going very well. Looking back over 2020, it certainly was an interesting year and not without its challenges. We had wanted to raise...
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Richard Holden, UNSW
After years of repeatedly missing its inflation target through too timid monetary policy, in the past week the Reserve Bank has decided to get tough.
Not only did it hold its closely watched cash rate target steady at 0.10% at Tuesday’s board meeting, it ramped up its...
Liz Harrison, Fixed Interest Analyst – ESG in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market review
The reflation trade gathered momentum over the month and bond markets sold-off sharply in February. Given the rapid pace of the vaccine rollout offshore and the...
