Replay: Volatility ahead – geopolitics, inflation and fiscal fragility
Fixed income markets have shown a degree of resilience this year, with credit spreads remaining tight and demand for income holding up, despite ongoing geopolitical tension, inflation uncertainty and growing fiscal concerns.
In this webinar replay, TwentyFour’s portfolio management team share their insights on the ways in which these disruptive forces are shaping markets today.
Key points discussed:
- Why markets have remained relatively resilient despite heightened geopolitical risks
- How inflation pressures differ from the post‑pandemic period and the implications for policy
- Diverging central bank paths and the outlook for government bond markets
- Fiscal fragility, private credit risks and where value may emerge in public credit markets
About the authors
About the authors
