The Morrissey Exchange, Shaw and Partners: Fixed Income
Description
In today’s pod we delve into our third component of the asset allocation series; cash and fixed interest.
Certainly not the sexiest of the four broad asset classes, but probably the one that provides investors with the greatest comfort; whether rightly or wrongly.
This week we’re joined by Cam Duncan, Co-Head of the Shaw and Partners Income strategies team. You may recall Cam from our discussion in November 2021 where we were discussing the pending interest rate move and inflation; which played out as discussed.
Today we discuss the asset class itself and its role in a well-diversified portfolio, different types of debt, global opportunities, the specific features of hybrids and the US Debt ceiling.
Tune in for the latest economic commentary and ideas, and find more information on our website at www.morrisseygroup.net
United States
