TwentyFour Asset Management

Opportunities in Sterling Credit

Viewpoint

In this video, TwentyFour Asset Management Partner and Portfolio Manager Chris Bowie discusses "The Opportunities in Sterling Credit” as he looks at some of the myths and opportunities within the sterling credit markets and trends we expect for the year ahead. He explains why short dated, BBB rated sterling credit offers compelling investment opportunities and remains one of our favoured sectors for 2020.
 




 

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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