Absolute Return Credit Fund Update - March 2023
Amidst uncertain economic conditions during a late-cycle environment, we still believe that short-dated, high quality, investment grade bonds with low duration and high break-even yields can play a crucial role in portfolios and are well positioned to weather bouts of volatility that we may see this year.
In the session, Chris Bowie, Partner and Portfolio Manager, provides an update on the Vontobel Fund - TwentyFour Absolute Return Credit Fund. During the session, Chris shares his insights on the fixed income macro outlook, the outlook for short-dated investment grade bonds for 2023, and how these views impact the fund's positioning.
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