Comprehending The Brexit Premium
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Markets have gradually begun to stabilise in recent days following further support from governments and central banks around the world in response to COVID-19, including an unprecedented $2 trillion package from the US.
In this update, TwentyFour Asset Management chief executive, Mark Holman, explains what his Strategic Income team is doing now to lock in higher yields, while avoiding the downside risk that remains as the virus shuts down swathes of the global economy.
Mark explains why he believes government bonds will not offer fixed income investors the protection they once did in the next few years, and why credit should significantly outperform equity in the recovery.