Q2 2021 Investor Update
The fixed income landscape has shifted rapidly in 2021, with the prospect of a strong economic recovery from the shock of COVID-19 sparking a sustained sell-off in longer dated government bonds, hurting portfolios running higher duration in particular.
In TwentyFour's quarterly update, Mark Holman discussed his outlook for the bellwether US Treasury curve, and explained how he thinks investors can still look to pick up yield while avoiding traditionally more rate-sensitive markets.
You can download the presentation here.
