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The Morrissey Exchange, Shaw and Partners: Flipping the Script; investing in debt
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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By The Morrissey GroupWelcome 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?