Inside the Rope with David Clark

Ep 68: Charlie Jamieson - How negative yields can still provide positive returns


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What makes for a quality government bond portfolio, and why should investors be attracted to them?
In this episode, Charlie and David discuss the benefits of high-quality government bonds in what Jamieson Coote say can help defend and protect investors portfolios by providing income, liquidity and downside protection in a period of heightened volatility.
Jamieson Coote Bonds managed approximately $5.25bn in assets before the COVID-19 Crisis whilst delivering returns of 7.64% over the last 12 months to April 2020 in its domestic fund.
Referencing August of last year when Swiss government bonds were yielding minus 1.1%, yet the total return of the relevant index year to date at that time was 14.5%, Charlie highlights the potentially 'eye-watering' returns that can still present themselves while bond yields are negative.
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Inside the Rope with David ClarkBy David Clark

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