Sustainable Strategic Income Fund Update

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The soft landing narrative remains the dominant theme within markets, with the Fed’s economic projections expecting real GDP to be higher, the unemployment rate to be lower, and inflation to continue towards target. Whilst Central Banks will remain highly data dependent as they near the end of their hiking cycles, and although we believe that there is a risk that we see further bouts of volatility during this time as a ‘goldilocks’ scenario has been priced in, we continue to view credit as an attractive asset class due to high all-in yields and low default rates.

Our most recent TwentyFour Sustainable Strategic Income Fund webinar, hosted by Charlene Malik and Dillon Lancaster, provided a macro update for fixed income markets, before looking at positioning of the fund and ESG engagements they have recently carried out. 

The update was followed by a Q&A session.

 

 

 

 

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