19/12/2023 Podcasts 35 mins to read Back to all News & Insights

Riding the Macro Rollercoaster

We're thrilled to have leading bond investor Charlie Jamieson, co-founder of Jamieson Coote Bonds, back on our Investment Leaders podcast. We first had Charlie on the show in 2020 when the world (and markets) were very different. 

With inflation roiling markets and rates rapidly rising, Charlie helps decode the forces reshaping fixed income investing. He examines economic crosscurrents, analyses the inflation outlook and how high yields may climb, and spotlights opportunities.

For advisers and investors navigating today's radically altered bond sphere, this is an invaluable listen. Tune in now as Charlie shares projections and perspectives on the present challenges and future chances in fixed income.

Inflation: Under Control or Ready to Rally?

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Charlie shares his thoughts on inflation and whether or not aggressive macro policy by central banks has put the genie back in the bottle.

Positioning Bond Portfolios

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Charlie shares how his team at Jamieson Coote Bonds is positioning their bond investment portfolio and why.

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