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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