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: Everything you wanted to know about what’s going on in this crazy world - Part 1
The Morrissey Exchange
32 minutes
3 years ago
The Morrissey Exchange, Shaw and Partners: Everything you wanted to know about what’s going on in this crazy world - Part 1
In today’s podcast Ben Morrissey interviews Mr Martin Crabb, Chief Investment Officer at Shaw and Partners. The topic of discussion is: Everything you wanted to know about what’s going on in this crazy world- Part 1. In this first offering of a two part discussion, we traverse key talking points and areas of interest such as comparative market performance and why, market direction, Chinese influence on our market, inflation, interest rate direction, gold performance (under) ...
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?
