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: Reap what you sow. Global ramifications and outcomes of rapid rate rises
The Morrissey Exchange
45 minutes
2 years ago
The Morrissey Exchange, Shaw and Partners: Reap what you sow. Global ramifications and outcomes of rapid rate rises
Although we are currently working our way through the different asset classes, we’ve decided to interrupt this series of podcasts given the potential banking crisis unfolding before our eyes. In today’s podcast Ben Morrissey chats with Mr Jonathon Rawicz, Senior Portfolio Manager at Global Bank EFG and Portfolio Manager for the New Capital Equity Conviction Fund. Markets are extremely turbulent around the world due to the fear of a collapsing banking sector, so we take time to ask a true gl...
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?
