by Jesse Imer | Nov 26, 2020 | Fixed Income
Yesterday, I had the opportunity to speak on a panel discussion hosted by the Institute of Managed Account Professionals (IMAP) regarding what zero% interest rates mean for managed account investing, and how we should invest in defensive and income bearing assets...
by Jesse Imer | Oct 28, 2020 | Fixed Income
Governments’ budget proposals are just that – proposals – meaning they are subject to amendments. In implementation, they can differ greatly from their original plan. They are based upon assumptions such as tax rates, unemployment figures, government revenue (tax...
by Jesse Imer | Sep 3, 2020 | Fixed Income
Times are rough, but we can make it, We can work it out How can we be lovers if we can’t be friends? How can we start over if the fighting never ends? Michael Bolton (1989)...
by Jesse Imer | Jun 15, 2020 | Fixed Income
“Come on, come on, listen to the moneytalk” ACDC (1990) It has been a point of interest that Australian bond markets stick out in attractiveness compared to global peers, starting with our AAA-rated sovereign issued bonds, yielding higher than comparable AAA-rated...
by Jesse Imer | May 20, 2020 | Fixed Income
Over the weekend I found myself reading an excerpt from Thomas Macaulay, a British historian in the early 1800’s. In 1830, T.B. Macaulay wrote in reply to the pessimists of his day: “We cannot absolutely prove that those are in error who tell us that society has...
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