Market Insight
Manager Briefing: 22 May and 28 May - Mark Burgess and Charlie Jamieson
May 13, 2019
Protecting portfolios in the context of where we are in the interest rate cycle
As volatility in global markets persists - asset quality and liquidity remain key at this stage of the economic cycle. This is the longest cycle of the last 40 years coupled with the world's biggest ever debt levels. What do the macro indicators tell us and what can we do to protect portfolios into the future?
AGENDA
Mark Burgess – Asset allocation insights at this stage in the cycle
- What current challenges are asset allocators and investment committees in Australia facing?
- How are assets being reallocated to appropriately balance portfolios if the global economy enters a downturn?
Charlie Jamieson – Macroeconomic overview and why the time is right to own high grade bonds
- Global Outlook – has the volatility during the December 2018 quarter spooked Fed Reserve Chair Powell? (December was the worst monthly result for the S&P 500 since 1931).
- Yield Curves – the 3-month and 10-year US Treasury yield curves have inverted, is this flagging an impending recession?
- Domestic Market – the market rhetoric has shifted from RBA potential rate hikes to rate cuts in the last 12 months, where to from here?
RSVP HERE
For Institutional investors, financial advisers and sophisticated investors.
Confirmation of venue will be provided upon registration. Seats are limited.
MELBOURNE: 22 MAY 2019 (Mark Burgess and Charlie Jamieson)
>REGISTER HERE TO ATTEND BREAKFAST, 22 MAY 2019: 7.45am - 9.00am
>REGISTER HERE TO ATTEND LUNCH, 22 MAY 2019: 12.30pm - 2.00pm
SYDNEY: 28 MAY 2019 (Charlie Jamieson only)
>REGISTER HERE TO ATTEND BREAKFAST, 28 MAY 2019: 8.00am - 9.00am
>REGISTER HERE TO ATTEND LUNCH, 28 MAY 2019: 12.30pm - 2.00pm
This information is for professional and wholesale investors only and has been prepared by JamiesonCooteBonds Pty Ltd ACN 165 890 282 AFSL 459018 (‘JCB’). Channel Investment Management Limited ACN 163 234 240 AFSL 439007 (‘CIML’) is the Responsible Entity and issuer of units for the CC JCB Active Bond Fund ARSN 610 435 302, CC JCB Global Bond Fund ARSN 631 235 553 and the CC JCB Dynamic Alpha Fund ARSN 637 628 918 (collectively ‘the Funds’). Channel Capital Pty Ltd ACN 162 591 568 AR No. 001274413 (‘Channel’) provides investment infrastructure and distribution services for JCB and is the holding company of CIML.
This information is supplied on the following conditions which are expressly accepted and agreed to by each interested party (‘Recipient’). This information contains general financial product advice only and has been prepared without taking into account the objectives, financial situation or needs of any particular person. It is intended solely for wholesale clients (including sophisticated investors) as defined under sections 761G and 761GA of the Corporations Act 2001 (Cth). JCB is not licensed in Australia to provide financial product advice or other financial services to retail investors.
The information provided should not be considered personal advice, a recommendation, or an offer to invest in the Funds. Recipients should not rely on this information in making investment decisions. A Recipient should, before making any investment decisions, consider the appropriateness of the information, and seek professional advice.
Neither JCB, Channel, CIML or their representatives and respective employees or officers (collectively, ‘the Beneficiaries’) make any representation or warranty, express or implied, as to accuracy, reliability or completeness of this information or subsequently provided to the Recipient or its advisers by any of the Beneficiaries, including, without limitation, any historical financial information, the estimates and projections and any other financial information derived there from, and nothing contained in this information is, or shall be relied upon, as a promise or representation, whether as to the past or the future. All investments contain risk. Past performance is not a reliable indicator of future performance.
For further information and before investing, please read the Product Disclosure Statement and Target Market Determination which is available from www.channelcapital.com.au
This information is supplied on the following conditions which are expressly accepted and agreed to by each interested party (‘Recipient’). This information contains general financial product advice only and has been prepared without taking into account the objectives, financial situation or needs of any particular person. It is intended solely for wholesale clients (including sophisticated investors) as defined under sections 761G and 761GA of the Corporations Act 2001 (Cth). JCB is not licensed in Australia to provide financial product advice or other financial services to retail investors.
The information provided should not be considered personal advice, a recommendation, or an offer to invest in the Funds. Recipients should not rely on this information in making investment decisions. A Recipient should, before making any investment decisions, consider the appropriateness of the information, and seek professional advice.
Neither JCB, Channel, CIML or their representatives and respective employees or officers (collectively, ‘the Beneficiaries’) make any representation or warranty, express or implied, as to accuracy, reliability or completeness of this information or subsequently provided to the Recipient or its advisers by any of the Beneficiaries, including, without limitation, any historical financial information, the estimates and projections and any other financial information derived there from, and nothing contained in this information is, or shall be relied upon, as a promise or representation, whether as to the past or the future. All investments contain risk. Past performance is not a reliable indicator of future performance.
For further information and before investing, please read the Product Disclosure Statement and Target Market Determination which is available from www.channelcapital.com.au
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