5 results found

Markets require constant accommodation to deliver status quo economic (not market) outcomes. Watch for changes in liquidity provision as forward markers of performance.

As recessionary pressures continue to build, rotating portfolios toward high grade, defensive assets will prove to be a prescient asset allocation decision for investors.

Charles Jamieson | 0.25 CE

There is a significant opportunity for actively managed Australian government bonds to continue to provide positive returns, while protecting against the storms of uncertainty.

Charles Jamieson | 0.25 CE

There is a significant opportunity for actively managed Australian government bonds to continue to provide positive returns, while protecting against the storms of uncertainty.

Charles Jamieson | 0.50 CE

Australia’s bond market has evolved over time. As it grows and sub-sectors emerge, investor must ask – is my defensive allocation true-to-label?

Charles Jamieson | 0.50 CE