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

Complexity Premia Podcast, Episode 39

Commercial Property in Crisis; Default Cycle Ramps Up; Non-Banks Under Pump; Bond Market Performance; Optimal Asset-Allocation; Best Trade Ideas; Sticky Inflation and Rates...

In this relaxed and unscripted episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments shaping the current economic climate including:

  • Commercial property in crisis
  • Non-bank lenders under the pump
  • The mother of all default cycles hits home
  • Business defaults sky-rocket
  • Recent bond market performance
  • What makes this interest rate cycle different
  • Whether inflation will be sticky and stubborn
  • Optimal asset-allocation and portfolio construction
  • Best trade ideas

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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