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: Global Investment Landscape post US Election
The Morrissey Exchange
47 minutes
11 months ago
The Morrissey Exchange, Shaw and Partners: Global Investment Landscape post US Election
Welcome to the 51st episode of the Morrissey Exchange. In today’s edition we are seeking some guidance for navigating the current madness around the world and we’re lucky to have access to Mr Moz Afzal for the second time. Moz is both EFG Asset Management’s Senior Portfolo Manager (PM) and Global CIO. 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...
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?
