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Exciting new episode of Coolabah’s Complexity Premia Podcast out now!

Complexity Premia Podcast, Episode 25

Forecasting Australian Herd Immunity; Vaccines Hitting 91% Adult Coverage; Borders Re-Opening in 2022; And Why the Strong Jobs Data is Not What it Seems…

In this punchy episode of the Complexity Premia podcast, we discuss a range of important developments, including: 

  • Coolabah’s latest research forecasting both the advent of “herd immunity” in Australia, which we forecast will be by January or February 2022;
  • When governments will be comfortable re-opening our borders, which we project will be mid 2022; and
  • How the exodus of foreign workers from Australia has contributed to the largest surge in job vacancies since the 1970s and placed downward pressure on the official unemployment rate, which will likely be reversed-out once the borders re-open, creating complexities for policymakers. 

You can download the full research paper on forecasting Australian herd immunity and our borders opening, including charts and figures, here.

You can listen on:

Disclaimer: This information is suitable for wholesale investors only and has been produced by Coolabah Capital Institutional Investments Pty Ltd ACN 605806059, which holds Australian Financial Services Licence No. 482238 (CCII). The views expressed in this recording represent the personal opinions of the speakers and do not represent the view of any other party. The information does not take into account the particular investment objectives or financial situation of any potential listener. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services. Whilst we believe that the information discussed in the podcast is correct, no warranty or representation is given to this effect, and listeners should not rely on this information when making any decisions. No responsibility can be accepted by CCII to any end users for any action taken on the basis of this information. Any performance data presented on this site is pre-fees for institutional clients that negotiate custom fee rates, and these solutions are not available to retail investors. No investment decision or activity should be undertaken without first seeking qualified and professional advice. CCII may have a financial interest in any assets discussed during the podcast. Listeners in Australia are encouraged to visit ASIC’s MoneySmart website to obtain information regarding financial advice and investments.

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