Chris Joye on yield plays, bank share prices and a new world of record deficits

Your Wealth

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.

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

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