Fixed Income

The latest episode of our very popular Complexity Premia podcast is now live where we discuss: the coming of Aussie quantitative easing (QE); the eruption of hostilities between the US and China in the trade war; the end of the great Aussie housing correction; why we are getting more positive on Aussie RMBS; the tricks and traps of how currency hedging and interest rate duration distort returns from credit; and the first major bank subordinated bond issue since June 2018. You can listen at Apple or iTunes here (VIEW LINK) or on Podbean here (VIEW LINK) Pls note for institutional investors only and not suitable for retail investors (read our disclaimer)