The RBA lifted the cash rate yesterday by 25 basis points, to 0.35%. And just like that, its war on inflation - to be waged against aggregate demand - is underway.
The threat of inflation has been written on the wall for a while, though, prompting some to wonder if the central bank has dropped the ball. Today's guest, Charlie Jamieson from Jamieson Coote Bonds, doesn't mince his words and questions whether the RBA ever had the ball in the first place.
In today's episode of The Rules of Investing, Charlie tells us what this hiking cycle will look like and how fixed income will perform in light of it. He also pulls back the curtain on bond portfolio construction - namely, which bonds to include and when.
Note: this episode was recorded on April 28.
The threat of inflation has been written on the wall for a while, though, prompting some to wonder if the central bank has dropped the ball. Today's guest, Charlie Jamieson from Jamieson Coote Bonds, doesn't mince his words and questions whether the RBA ever had the ball in the first place.
In today's episode of The Rules of Investing, Charlie tells us what this hiking cycle will look like and how fixed income will perform in light of it. He also pulls back the curtain on bond portfolio construction - namely, which bonds to include and when.
Note: this episode was recorded on April 28.
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