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If managing a bond portfolio is a daily tug-of-war between art and science, Adam Grotzinger, senior fixed income portfolio manager at Neuberger Berman in Chicago, is on the side of the former.
In a year shaped by geopolitical tensions, a pandemic, war, inflation and supply-chain disruptions, the number one threat perceived by the general public remains inflation.
Legendary hedge fund billionaire and investor Howard Marks, founder of Oaktree Capital, is one of the most respected finance commentators in the world, by virtue of his clarity and understanding of the market cycle.
After months of fretting about soaring inflation, markets are now fully in recession-fear mode.
Many studies have shown that the number one-way financial advisers find new clients is by getting referrals from their existing clients, this is true in many other industries as well – it is an age-old way to grow your business.
Charlie Jamieson, co-founder and chief investment officer at Jamieson Coote Bonds (JCB)spoke recently at Praemium’s Key Market Drivers event, blaming much of the market under-performance of 2022 on fixed-interest markets.
As quickly as the world came out of the pandemic, it was faced with yet another black swan event that caused markets to capitulate, and left supply chains in disarray.
As quickly as the world came out of the pandemic, it was faced with yet another black swan event that caused markets to capitulate, and left supply chains in disarray.
Legendary investor Ray Dalio has warned against believing all will be well if central banks simply increase interest rates to get inflation under control.
According to Morningstar, an Australian recession is possible but highly unlikely. It thinks the Australian economy is “in great shape,” with low unemployment and high real GDP recorded in the March 2022 quarter.
“Recession? Who knows? We’re not bearish, especially with our value style of investing. It’s bit of war like scenario. After the war’s over, we get inflation and that’s what we’re in.
The Reserve Bank’s decision to hike interest rates by more than 50 basis points, double that predicted by the majority of economists “changes the journey, not the destination,” according to Charlie Jamieson of Jamieson Coote Bonds.
