Multi-Sector
The Multi-Sector funds aim to provide an attractive level of income and an opportunity for capital growth throughout the economic cycle.
Multi-Sector Bond Quarterly Update – July 2025
In his latest update, TwentyFour Asset Management’s George Curtis looks back at a volatile yet resilient Q2 2025 for the Multi-sector bond team.
Key takeaways
- The quarter began with a tariff related shock, as President Trump's Liberation Day announcement drove heightened volatility across global financial markets.
- Despite macro headwinds, stable economic data and solid corporate fundamentals, in addition to supportive technical tailwinds, continued to drive risk markets higher.
- Looking ahead, we expect trade-related headlines to continue, while markets closely watch incoming data to assess the impact of tariffs on the US economy.
