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?
All content for The Morrissey Exchange is the property of The Morrissey Group and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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: Global Fixed Interest. Every dog has their day
The Morrissey Exchange
50 minutes
2 years ago
The Morrissey Exchange, Shaw and Partners: Global Fixed Interest. Every dog has their day
In a global economic environment where inflation has jumped with zeal, dragging interest rates along with it, the opportunity for justifiable exposure to fixed interest investments has emerged for the first time in a number of decades. Australian Super’s CIO Mark Delaney recently commented that they hold an 18% exposure to bonds, up 70% on last year. US Treasuries, Australian Treasuries, corporate bonds, hybrids, fixed (and floating) interest investments are ripe; its their time in the sun. T...
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?
