June 24 | 10:00 CEST | 9:00 BST | 17:00 HKT/SGT
Join our Q2 Fixed Income webinar as we assess the implications of the latest deal between the US and Iran and its impact on inflation and interest rates. Our experts Gregor Kapferer, Head Developed Markets Bonds, Vontobel, and Felipe Villarroel, Partner, Portfolio Management, TwentyFour Asset Management will share clear views on the policy outlook for the Fed, ECB, and Bank of England and what it means for markets and investors.
1. Central banks in focus: rates, inflation & policy direction
What’s next for the Fed, ECB, and Bank of England? We explore inflation expectations, market pricing, and the policy outlook shaping interest rates across regions.
2. Credit markets: technicals vs. fundamentals
Are credit spreads set to tighten or widen? We assess market technicals, issuance dynamics, and sector nuances—including developments in areas such as CLOs and European banks.
3. Fixed Income positioning: capturing yield and managing risk
Why fixed income still matters. We compare yield-driven opportunities with growing concentration risks in equity markets to highlight the role of bonds in diversified portfolios.
