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: Christmas Wrap Up for CY 2023
The Morrissey Exchange
58 minutes
1 year ago
The Morrissey Exchange, Shaw and Partners: Christmas Wrap Up for CY 2023
This is the 48th episode of the Morrissey Exchange. We apologise for the radio silence since July and will endeavour to return with greater consistency in the New Year. In this pod we run through the significant events of 2023, our predictions from 12 months ago and the predictions for 2024. Tune in fortnightly/monthly for the latest economic commentary and ideas, and find more information on our website at www.morrisseygroup.net.
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?
