From Chris Joye today:
One of the most vocal local bulls is the barrel-chested Charlie Jamieson from the eponymous Jamieson Coote Bonds, which after launching in 2014 now runs $455 million. (I played in the same rugby team as his lofty co-founder, Angus Coote, who was a handy second-rower serviced by an extraordinarily capable hooker.)
“The sell-off in fixed-rate bonds won’t be anything like what the bears naively assume,” Jamieson retorts bluntly. “Our major secular thematic is that interest rates don’t do very much for at least three to five years.”
