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.
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FSA SPY
The FSA Spy market buzz – 11 April 2025
Lazard actively looks at Next Gen; Goldman Sachs loves active in small places; Janus Henderson is reassuring; Private equity’s overflowing war chest; Jevons Paradox; Hamlet’s wisdom and much more.
