Joye: Investors no longer need to reach for risk in order to secure their return objectives
Coolabah Capital’s Chris Joye talks to the secular shift that is currently occurring into bonds…
Opinion
Joye: Equities set for a “terrible” decade
In the age old battle of bonds versus equities, Coolabah’s Christopher Joye comes out swinging…
Joye pulls no punches amid soaring bankruptcies, low productivity and the zombie apocalypse
Chris Joye from Coolabah Capital has big ideas and strong opinions, backed by data and insights…
Shocking Prediction: Forget equities, bonds will outperform over the next 2-3 years
One of three interconnected Shocking Predictions from Coolabah’s Chief Investment Officer at Livewire’s Live event…
Forecasting QE3 Program
In this new paper, Coolabah’s Chief Macro Strategist, Kieran Davies, and its Chief Investment Officer, Christopher Joye, examine the case for the RBA launching QE 2.0 after the current $100 billion QE program, which has helped slow the ascent of both long-term interest rates and Australia’s trade-weighted exchange rate, expires. They focus, in particular, on …
Thoughts on CBA Perls XII
Here are some basic thoughts from my team on CBA’s new hybrid issue, which is not investment advice and should not be relied on for any decision-making. Note that this is also very high-level… Analysis of new CBA Hybrid: CBAPI CBA has launched a new hybrid security offering: PERLS XII, expected to trade on the …
Capitalism is dead
Today I argue that in response to the 2008 crisis central banks and treasuries have thrown the baby out with the bathwater. Unable to tolerate the pain associated with capitalism’s most important attribute, “creative destruction” – or the cathartic process by which markets punish bad businesses and reward good ones – government agencies decided that …
Is it time to buy hybrids?
This is an article portfolio manager Christopher Joye published on Livewire recently. The back-story… I try to put my money where my mouth is. A couple of months prior to the Federal Election, we shifted more than $100m into franked ASX hybrids for several reasons, including: The risk of cash refunds on franking credits being …
Changing Probabilities in Trump’s Trade War
Enclosed is an executive summary from a new paper that we have published on the changing probabilities in the trade war: Coolabah Capital Investments previously assessed that a myopic and mercenary President Trump would want to strike an expedient trade deal with China well in advance of the 2020 election to maximise his economic momentum …
