Interview with Peter Switzer on What's Cheap/Expensive

Christopher Joye

Coolabah Capital

In this interview I discuss with Peter Switzer what asset-classes are cheap and expensive and what the bond market is telling us about the economy. I also shed some light on our contrarian investment style in which the cash deposit weight in our core portfolio has oscillated between circa 15% and 85% when Aussie credit spreads have been at very tight and wide levels, respectively. I don't think there are any other Australian fixed-income fund managers that are as active as us in either their asset-allocation between cash and credit or their secondary trading...You can watch it for free here: (VIEW LINK)


Christopher Joye
Portfolio Manager & Chief Investment Officer
Coolabah Capital

Chris co-founded Coolabah in 2011, which today runs over $8 billion with a team of 40 executives focussed on generating credit alpha from mispricings across fixed-income markets. In 2019, Chris was selected as one of FE fundinfo’s Top 10 “Alpha...

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.

Comments

Sign In or Join Free to comment
Elf Footer