Positioning for late cycle as rate cuts begin
Eoin Walsh delivered the keynote address at TwentyFour Asset Management’s Annual Conference in London on September 10, 2024.
The macro trends shaping global markets
Felipe Villarroel delivered the keynote address at TwentyFour Asset Management’s Annual Fixed Income Conference in London on 17 September 2026, exploring the macro trends shaping global markets and the key themes influencing the investment landscape.
Key takeaways
- Fixed income markets have navigated a challenging macroeconomic backdrop this year, supported by resilient growth, robust employment and solid corporate fundamentals
- Higher yields have made the opportunity set more attractive, particularly in sectors where investors are fairly compensated for the risks they hold