Complexity Premia Podcast, Episode 18

The Next Big Pivot Point for Markets – COVID-19 Vaccines; June Performance; Liquidity in Bond Markets; NAB’s Landmark Unlisted Hybrid Deal; And More

In the latest episode of our Complexity Premia podcast, we discuss a range of issues, including: 

  • why the emergence of effective COVID-19 vaccines will be the next big regime change for markets with both Moderna and Oxford University leading the charge towards the delivery of a solution before the end of this year; 
  • a detailed discussion of markets in June and over the last three months, including our trading activity which has encompassed more than $9.3 billion of purchases and sales over the last 6-7 months; 
  • analysis of the widely misunderstood subject of bond/credit market liquidity, or the lack thereof, which has become the topic de jour in fixed-income in 2020; and 
  • and a review of NAB’s landmark new unlisted hybrid deal, including its subsequent secondary market trading performance, which has surprised many.

You can listen on:

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