Multi-Sector Bond Quarterly Update – July 2025

TwentyFour
Market Update
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In his latest update, TwentyFour Asset Management’s George Curtis looks back at a volatile yet resilient Q2 2025 for the Multi-sector bond team.


 

Key takeaways

  • The quarter began with a tariff related shock, as President Trump's Liberation Day announcement drove heightened volatility across global financial markets.
  • Despite macro headwinds, stable economic data and solid corporate fundamentals, in addition to supportive technical tailwinds, continued to drive risk markets higher.
  • Looking ahead, we expect trade-related headlines to continue, while markets closely watch incoming data to assess the impact of tariffs on the US economy.

 

 

 

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Fixed Income Market Update Multi-Sector Bonds TwentyFour
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