Complexity Premia on Trade War

Christopher Joye

Coolabah Capital

We have a special episode of the Complexity Premia podcast out today on the Game of Thrones-style battle between Presidents Trump and Xi over trade, which is intensifying by the day. This is arguably the first true super-power clash that we have seen since the Cold War. We also discuss performance across bond markets, including investment-grade floating-rate credit, ASX hybrids, and long-dated fixed-rate bonds, in another riveting month in which returns in some sub-sectors were extremely high.

Complexity Premia has been ranked in the Top 5 Australian investment podcasts of late, and you can listen on your favourite podcast app including Apple Podcasts, Google Podcasts or Podbean...

Christopher Joye
Portfolio Manager & Chief Investment Officer
Coolabah Capital

Chris co-founded Coolabah in 2011, which today runs $7 billion with a team of 33 executives focussed on generating credit alpha from mispricings across fixed-income markets. In 2019, Chris was selected as one of FE fundinfo’s Top 10 “Alpha...

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