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TwentyFour Q2 2021 Investor Update

TwentyFour

Read 1 min

May 12 2021

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.

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About the authors

John Magrath

Head of Distribution

Mark Holman

Mark Holman

Partner, Portfolio Management

About the authors

John Magrath

Head of Distribution

Mark Holman

Mark Holman

Partner, Portfolio Management

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TwentyFour

Based in London and New York, we are a specialist fixed income asset manager. Since our inception in 2008, we have built a strong reputation in Europe for performance, expertise and innovation in our chosen sector. Our portfolio teams cover three distinct business areas but with a high degree of collaboration.

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