Chris Joye on yield plays, bank share prices and a new world of record deficits
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Show Notes
One rare point of agreement ahead of Trump’s presidential win was that his policies would be highly inflationary, and likely to result in a higher for longer rate environment. This has enormous implications for all asset prices – including yours. So where to now?
Coolabah Capital’s Chris Joye joins the podcast to discuss:
- Why venture capital, high yield bonds and property should suffer in a higher rate world
- How the global growth in public spending is already affecting markets
- Which assets have outperformed as the rates environment has normalised, and
- How APRA’s hybrid securities proposal could affect fixed income options for investors.
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