MB fund Podcast: Navigating the Debt Minefield with Jonathan Rochford

In this investment podcast, Chief Investment Officer Damien Klassen, Narrow Road Capital Portfolio Manager Jonathan Rochford, and Senior Financial Adviser Samuel Kerr explore debt markets in the face of the Ukrainian invasion.
On the agenda:
  • Russian default and fall out
  • Financial plumbing issues from removing Russia
  • Rising HY spreads globally and funding pressures
  • Chinese developers
  • Rising CDS prices & implications
  • Australian funding availability, cost of bank debt
  • Leverage and hedge funds
  • Effect of interest rates on house prices

Can’t make it to the live series?  Catch up on the content via Podcasts or our recorded Videos.


Take us on your daily commute! Podcasts are available on iTunes and all major Android Podcast Platforms for Nucleus Investment Insights.

 

 


Samuel Kerr is a Senior Financial Adviser at the MacroBusiness Fund, which is powered by Nucleus Wealth.

 

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