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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.
Taking a thematic approach to harness disruption
M&G Episode Macro shines after tough year
Who’s afraid of higher interest rates?
Market volatility is creating enticing opportunities for value investors
Turning environmental hopes into investment reality
Sourcing resilient yield and income through short-dated credit
An investment opportunity for the coming decades: the environment
How can a sustainable approach also ensure you don’t compromise performance?
Ninety One: Finding opportunities in times of change
Tap into Japan’s post-pandemic growth trends
Korean AI-driven investing, The wisdom of Nvidia, Goldman Sachs and active good news, The sheer size of the top ten, Ferris Bueller and Trump’s tariffs, A trillion here - a trillion there, and much more.
Part of the Mark Allen Group.
