Portfolio Insights: Investment Grade – July 2026
TwentyFour Asset Management’s Gordon Shannon reflects on a quarter shaped by geopolitical tensions, government bond volatility and shifting central bank expectations.
Key takeaways
- Credit markets remained resilient despite elevated geopolitical and political uncertainty.
- Falling government bond yields and tighter credit spreads supported fixed income performance during the quarter.
- Central bank policy is expected to remain a key driver of markets in the months ahead.
