TwentyFour Asset Management

Investment Grade Quarterly Update – January 2021

Market Update

TwentyFour partner and portfolio manager Chris Bowie looks back at investment grade credit market performance in 2020 and provides his outlook for 2021

TwentyFour Asset Management
TwentyFour Blog

Bond Market Recovery Will Outpace Equities

In the last two weeks we have seen savage falls in risk assets, but with the unprecedented stimulus and support action taken by policymakers globally, many investors’ minds have inevitably turned to when risk assets might be a buy again. More specifically, given equities are higher beta assets in multi-asset portfolios, when should asset allocators be buying equities again?

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