George Muzinich has seen more than a few investment cycles in his long career and his firm, Muzinich & Co, has been a leading specialist in corporate credit for more than 30 years. He recently visited Goodbody to give his views on current market conditions and investment opportunities. Here are some of his key insights:
- Equities have become expensive, with some "bubble characteristics" in pockets of the tech sector
- Sovereign bonds have become the least appealing segment of fixed income - at all durations
- Staying close to your clients is the key to longevity in the investment business
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