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 – 22 February 2025
GMO excludes China; Diversity is rushing to the exit; What is a boutique? Pictet is thinking about families; Sands Capital likes software; JP Morgan’s tech spend; Defense VCs spending and much more.
