Positioning for late cycle as rate cuts begin
Eoin Walsh delivered the keynote address at TwentyFour Asset Management’s Annual Conference in London on September 10, 2024.
Beyond the noise, conditions favour fixed income
TwentyFour
Felipe Villarroel delivered the keynote address at TwentyFour Asset Management’s Annual Conference in London on September 9, 2025.
With asset valuations seemingly defying a range of negative factors such as President Trump’s tariffs, a decelerating US economy and heightened geopolitical risk, Felipe examines whether the fundamentals justify recent price moves and explains why he believes the macro outlook favours fixed income.
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About the author