Episode 34: Reflections on 2022 and Outlook for 2023

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your favourite podcast app, or you can find it on Spotify, Podbean or Apple Podcasts.

In the first episode of the Complexity Premia podcast for 2023, we discuss a range of important developments including: 

• Performance across all asset-classes in 2022, including equities, bonds, housing and others
• Outlook for returns in 2023 and the valuation mispricings we consider to be most attractive
• Review of our 2022 forecasts and what we expect from the macroeconomy and financial markets in 2023

 

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