Livewire’s Rules of Investing: Chris Joye’s big contrarian call…
Chris Joye sees Trump driving a US boom, long bonds flashing amber, and urges investors to avoid illiquid risks as hybrids roll off…
livewire
YLDX’s 7.0% pa yield is an alternative to hybrids
The $40 billion ASX bank hybrid market is going to disappear by 2032 and investors want an alternative that offers similar yields, liquidity, and credit default risks…
Christopher Joye says green shoots are on the horizon after years of pain
In this edition of Livewire’s “View from the Top”, Hans Lee interviews Coolabah’s CIO, Christopher Joye, to discuss his views on the markets, how Coolabah is positioning portfolios ahead of key macro regime changes, and where Chris thinks the biggest opportunities and risks will be in the next few years.
APRA proposes to phase-out bank hybrids by 2032
A surprising yet sensible proposal from the banking regulator, which will keep insurance hybrid securities in place…
Christopher Joye features on Livewire’s “Views from the Top”
In this edition of Livewire’s “View from the Top”, Hans Lee interviews Coolabah’s CIO, Christopher Joye, to discuss his views on the markets, how Coolabah is positioning portfolios ahead of key macro regime changes, and where Chris thinks the biggest opportunities and risks will be in the next few years.
Christopher Joye Features On Livewire’s Rules Of Investing Podcast
No margin for error for risk junkies craving rate cuts…
The global factor driving Aussie swap spreads
Our fundamental model of Australian swap spreads that we released in December 2021 started the new year well, predicting…
War Lab Revealed by ASPI’s The Strategist
Writing for the Australian Strategic Policy Institute’s The Strategist today, Coolabah Capital Investments’ Chief Investment Officer Christopher Joye unveils Coolabah’s new War Lab…
Forecasting Australian herd immunity and opening up our borders: early to mid 2022
Coolabah has attempted to forecast both the advent of “herd immunity” in Australia and when governments will be comfortable opening-up our borders to both inflows and outflows of vaccinated human capital, subject to…
Video: Using artificial intelligence in bond markets and trying to short Virgin senior bonds
Enclosed is a new Livewire video interview with Jason Lindeman, Coolabah’s highly experienced Head of Credit Research, which covers: Why Coolabah…
