Portfolio Insights: Multi-Sector Bond – July 2026
TwentyFour Asset Management’s Diva Bashay reflects on a quarter which tested market sentiment through geopolitical tensions, shifting interest rate expectations and UK political developments.
Key takeaways
- Market sentiment improved after an interim US-Iran agreement helped ease concerns around energy supply disruption and higher oil prices.
- Credit markets remained resilient, supported by strong fundamentals and continued investor demand.
- Financials and Collateralised Loan Obligations (CLOs) continue to offer attractive opportunities within fixed income markets.
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