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Chris Joye on where next for rates and finding value in fixed income

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Manage episode 508145863 series 2362606
Content provided by NAB. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NAB or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Markets expect interest rates to trend lower, which has significant implications for equities – and the defensive and income sectors of your portfolio. With bank hybrids being phased out, where next for yield?

Coolabah Capital CIO Chris Joye joins the podcast to discuss:

  • The risks to the outlook for global interest rates
  • Why he’s ‘very bullish’ the US economy
  • Which sectors of the fixed income market are ‘the cheapest in history’
  • What looks expensive, and
  • How to invest as hybrids reach their maturity.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

  continue reading

224 episodes

Artwork
iconShare
 
Manage episode 508145863 series 2362606
Content provided by NAB. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NAB or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Markets expect interest rates to trend lower, which has significant implications for equities – and the defensive and income sectors of your portfolio. With bank hybrids being phased out, where next for yield?

Coolabah Capital CIO Chris Joye joins the podcast to discuss:

  • The risks to the outlook for global interest rates
  • Why he’s ‘very bullish’ the US economy
  • Which sectors of the fixed income market are ‘the cheapest in history’
  • What looks expensive, and
  • How to invest as hybrids reach their maturity.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

  continue reading

224 episodes

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