Portfolio Insights: Investment Grade – October 2026
TwentyFour Asset Management’s Gordon Shannon reflects on a quarter shaped by higher energy prices, persistent inflation and government bond volatility.
Key takeaways
- Government bond yields moved materially higher as markets responded to persistent inflation and tighter monetary policy.
- Credit markets remained resilient despite heightened volatility in government bond markets.
- Despite ongoing uncertainty, we continue to see attractive opportunities in high-quality fixed income, with all-in yields remaining compelling on a historical basis.
About the author
About the author