TwentyFour Asset Management

Pre-Election Bond Outlook

TwentyFour Blog
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Mark Holman

Chief Executive Officer TwentyFour Asset Management, Portfolio Manager

With less than a month to go until a critical US election, markets appear to be on a less stable footing than they were throughout the summer as a number of headwinds – resurgent COVID-19 infections, Brexit, inevitable profit-taking and the US election itself – have converged to hit pause on the almost uninterrupted rally we have seen in risk assets since the sell-off in late March.

In this short video, TwentyFour CEO Mark Holman outlines what he expects to see from bond markets in the next few weeks, and explains why he thinks fiscal stimulus in the US can be the catalyst for the rally to resume in the medium term.