In the video, Walsh tells FSA which emerging market bonds he still likes and why he considers collateralised loan obligations (CLOs) attractive. He also speaks about why he sees no value in rates products and which corporate bonds he avoids.
Cash flow cows; Pictet AM gets cool, China’s stock market has bounced, The Dow reaches a new high, Tesla’s unsold cars and the EV bust, Barclays on equities, PM Lee and much more.
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