Complexity Premia
Episode 28: Looking ahead into 2022; Trajectory for inflation, rates and asset prices; NSW slashes debt issuance by $20bn; Machines entering bond market
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:38:54
- More information
Informações:
Synopsis
Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, and Ying Yi Ann Cheng, a portfolio management director. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your favourite podcast app, or you can find it on Spotify, Podbean or Apple Podcasts. In this punchy episode of the Complexity Premia podcast, we discuss a range of important developments, including: • The trend to higher rates across developed and emerging markets into 2022 • Why the Greenspan-Bernanke put option may have expired and the implications for asset prices including equities and housing • December bond market performance • NSW's extraordinary budget turnaround as it pulls a $20 billion rabbit out of its hat • Whether the bank and corporate bond market is becoming “the next quant revolution” This information is suitable for wholesal
