What Jackson Hole means for markets

Following on from yesterday’s collection on the key takeaway to emerge from last week’s Jackson Hole symposium, Livewire has asked our contributors how this affects the investment strategy around their respective asset classes. They make the case that yields are likely to stay low; the RBA is on hold for a period; a likely lower AUD would support local gold investors; and that it would take several Fed hikes to derail this bull market. Thanks to responses from Angus Coote, Executive Director at Jamieson Coote Bonds; James Alexander, Head of Fixed Income at Nikko Asset Management; Chad Slater, Joint CIO at Morphic Asset Management; Jordan Eliseo, Chief Economist at ABC Bullion; and Vimal Gor, Head of Income & Fixed Interest at BT Investment Management. (VIEW LINK)