TwentyFour Asset Management

How big a threat is inflation?

Market Update

TwentyFour AM Partner and Portfolio Manager Felipe Villarroel reflects on markets in 2020 before giving his inflation outlook for 2021

TwentyFour Asset Management
TwentyFour Blog

Time to Get Tactical in Treasuries?

Regular readers will know that we have a positive medium term view of spread products. This is based on a number of factors; valuations in our view are reasonably attractive compared to history, we are convinced that both monetary and fiscal stimulus will remain in place for an extended period of time, and perhaps most importantly we remain at a very early stage of the new cycle.

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