Trade War Special – Trump and Xi’s Game of Thrones, and May Market Performance Update
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.
In this episode we will discuss: performance across bond markets in another riveting month in which returns in some sub-sectors were extremely high; and the great 21st century trade battle between the incumbent hegemon, America, squaring off against the would-be usurper, China, in the first true super-power clash that we have seen since the Cold War…
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