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TwentyFour Asset Management
24_2021-05-21_blog_reaching-for-the-risk-dial-as-valuations-stretch_teaser
TwentyFour Blog

Reaching For The Risk Dial as Valuations Stretch

Having witnessed the most remarkable turnaround in risk markets over the last 14 months, it makes sense to take stock as fundamentals look to us to be approaching optimal levels. Credit spreads have ground into levels not far from the prior cycle’s tights, and while we remain confident in the underlying fundamentals and a good technical backdrop, recent developments mean that despite this constructive view, our risk appetite has ticked down slightly.
 

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