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Global financial markets have been rocked by the COVID-19 pandemic, with US stocks entering a bear market, government bond yields hitting record lows and credit spreads gapping wider.
In this update, Twenty Asset Management chief executive, Mark Holman, lays out three possible scenarios for the kind of recession we are heading for, and how markets might respond from here.
Mark also outlines how his Strategic Income team is responding to the market moves, how bond investors can protect themselves and where the value opportunities could emerge.