Welcome to the 52nd episode of the Morrissey Exchange. In today’s edition we have invited back a previous guest, Mr Michael Leithead, the Head of Fixed Income and Portfolio Manager at EFG Asset Management to discuss the world of bonds, lending and debt at all levels of risk; from AAA to CCC. Is the US heading towards an existential crisis due to its staggering debt pile, will DOGE save them and where is the value in bonds both geographically and on the risk curve?
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Welcome to the 52nd episode of the Morrissey Exchange. In today’s edition we have invited back a previous guest, Mr Michael Leithead, the Head of Fixed Income and Portfolio Manager at EFG Asset Management to discuss the world of bonds, lending and debt at all levels of risk; from AAA to CCC. Is the US heading towards an existential crisis due to its staggering debt pile, will DOGE save them and where is the value in bonds both geographically and on the risk curve?
The Morrissey Exchange, Shaw and Partners: Moz Afzal - The Global View, Part 1
The Morrissey Exchange
35 minutes
3 years ago
The Morrissey Exchange, Shaw and Partners: Moz Afzal - The Global View, Part 1
In today’s podcast, Ben Morrissey interviews Mr Moz Afzal, EFGAM’s Senior PM and Global CIO. We’re extremely fortunate to pick the brain of such an informed and well-connected economic talent; one of his role’s would be insanely demanding, let alone contending with both. For those who don’t know, EFG is a global private banking and asset management group headquartered in Zurich and listed on the Swiss Stock Exchange. EFG operates in around 40 locations worldwide with 3000 employees, boasts $...
The Morrissey Exchange
Welcome to the 52nd episode of the Morrissey Exchange. In today’s edition we have invited back a previous guest, Mr Michael Leithead, the Head of Fixed Income and Portfolio Manager at EFG Asset Management to discuss the world of bonds, lending and debt at all levels of risk; from AAA to CCC. Is the US heading towards an existential crisis due to its staggering debt pile, will DOGE save them and where is the value in bonds both geographically and on the risk curve?