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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.
Tap into Japan’s post-pandemic growth trends
Healthcare’s innovation shifts into high gear
Unmasking the dividend opportunity
Conditions in the high yield market
Taking a thematic approach to harness disruption
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
Driving decarbonisation: how to access new forms of alpha
Impact opportunities: investing to limit biodiversity loss
Sourcing resilient yield and income through short-dated credit
Investors turn to real estate for alternative income
Animal spirits run wild; Franklin Templeton is taking credit; EM banking revolution; Not all luxury is equal; Death of search and the AI machine; George Soros on wins and much more.
Part of the Mark Allen Group.
