Chris Joye on where next for rates and finding value in fixed income
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Show Notes
Markets expect interest rates to trend lower, which has significant implications for equities – and the defensive and income sectors of your portfolio. With bank hybrids being phased out, where next for yield?
Coolabah Capital CIO Chris Joye joins the podcast to discuss:
- The risks to the outlook for global interest rates
- Why he’s ‘very bullish’ the US economy
- Which sectors of the fixed income market are ‘the cheapest in history’
- What looks expensive, and
- How to invest as hybrids reach their maturity.
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