TwentyFour Asset Management

TwentyFour Q2 2021 Investor Update

Mark Holman

Mark Holman

Partner & Portfolio Manager

Meet Mark

| Read | 1 min

For professional investors only

The fixed income landscape has shifted rapidly in 2021, with the prospect of a strong economic recovery from the shock of COVID-19 sparking a sustained sell-off in longer dated government bonds, hurting portfolios running higher duration in particular.

In the video below, Mark Holman, CEO and Portfolio Manager at TwentyFour Asset Management discusses his outlook for the bellwether US Treasury curve, and explains how he thinks investors can still look to pick up yield while avoiding traditionally more rate-sensitive markets.

You can download the presentation here.