Inside the Rope with David Clark

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


Listen Later

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.
...more
View all episodesView all episodes
Download on the App Store

Inside the Rope with David ClarkBy David Clark

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

3 ratings


More shows like Inside the Rope with David Clark

View all
Motley Fool Money by LiSTNR

Motley Fool Money

89 Listeners

NAB Morning Call by Phil Dobbie

NAB Morning Call

22 Listeners

The Money Puzzle by The Australian

The Money Puzzle

43 Listeners

Your Wealth by NAB

Your Wealth

10 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

15 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

64 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

30 Listeners

Money of Mine by Mineral Media

Money of Mine

24 Listeners

Buy Hold Sell, by Livewire Markets by Livewire Markets

Buy Hold Sell, by Livewire Markets

4 Listeners

The Call from ausbiz by ausbiz

The Call from ausbiz

4 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

8 Listeners

The Money Café with Alan Kohler by Intelligent Investor

The Money Café with Alan Kohler

32 Listeners

The Good Oil with Scott Phillips by LiSTNR

The Good Oil with Scott Phillips

5 Listeners

Chanticleer by Australian Financial Review

Chanticleer

15 Listeners

The Fin by Australian Financial Review

The Fin

16 Listeners