Beyond the noise, conditions favour fixed income

Felipe Villarroel delivered the keynote address at TwentyFour Asset Management’s Annual Conference in London on September 9, 2025.

With asset valuations seemingly defying a range of negative factors such as President Trump’s tariffs, a decelerating US economy and heightened geopolitical risk, Felipe examines whether the fundamentals justify recent price moves and explains why he believes the macro outlook favours fixed income.
 

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