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.
Video: Vontobel on fixed income
Eoin Walsh, partner, portfolio manager at Twentyfour Asset Management, talks about opportunities and risks in bond markets as the credit cycle continues to mature.
Related Stories
Promoted Content
-
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
-
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
-
Despite headwinds, ESG continues to perform
-
Step up your portfolio by doubling down on sectors set for long-term growth
-
Dynamism is the name of the game for this global macro strategy
-
An investment opportunity for the coming decades: the environment
-
M&G Episode Macro shines after tough year
-
Eastspring landing page
-
Smartphones on wheels
-
China bonds: plugging the yield gap
FSA SPY
The FSA Spy market buzz – 15 November 2024
Granny gets a shot; Capital Group on Trump trades; Neuberger Berman’s opinion; The enduring wisdom of abrdn’s Hugh Young; Things that make one go Hmmm; M&G’s bike, and much more.
