Chris Joye on where next for rates and finding value in fixed income

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.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth.

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.