The Exchange by EW&L Private Wealth
As advisors to successful families, we often draw upon some of the best minds in the country. We believe, that by exchanging ideas, we can deliver better advice and better outcomes for the families we work for. Now, we are inviting you on this journey. In this podcast, we interview some of the country's best investment managers, business advisors, bankers and founders to share their insights. Our hope is that with better information, comes better decisions, helping you to achieve more financially.
The Exchange by EW&L Private Wealth
Christopher Joye: why the search for yield is dead, and opportunities are abundant
Christopher Joye is a Founder, and Portfolio manager of Coolabah Capital, overseeing more than $7 Billion in fixed income investments. Chris has previously worked at Goldman Sachs in London, Sydney, and the Reserve Bank of Australia. He has also served as Director of the Menzies Research Centre, a leading Australian Thinktank, and is well-known as one of Australia's preeminent economists, policy advisors and fund managers. He is a regular contributor to the Australian Financial Review, and consults to some of the most senior decision makers in the country, including the Prime Minister and Treasurer.
In this episode, we reflect on the current market outlook, asset valuations, key risks, opportunities and considerations that all investors need to keep in mind. Chris is one of the most captivating personalities in the industry. Don't miss this episode.
2:06 The last 12 months - monetary policy, valuations and different asset classes
5:10 Impact of higher rates- how this changes the risk premium for all asset
11:20 Central Banks - why forward guidance was so wrong?
23:28 TINA: there is [was] no alternative. Now there are...
33:00 New opportunities in safer assets, but risks in others
41:00 What's required of central banks to control inflation?
46:00 Could bad news be good news?
48:00 Beware 'zombie' companies
51:00 Probabilities of global conflict
55:24 Affordable home ownership
59:57 Chris' asset class views
1:02:49 5-minute recap/key takeaways
Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.
