Government Bonds

George Curtis discusses Q3 performance for credit markets and provides his outlook for the rest of the year.

Overall, in our view there may be some temporary volatility ahead which investors can try to sidestep or even take advantage of, but it’s probably not worth trying to be too cute as our medium term outlook is still constructive.

Partner and Portfolio Manager Eoin Walsh discusses the future of government bonds

TwentyFour CEO Mark Holman provides a macro outlook before discussing his views on a critical US presidential election and how it could impact the economy and the markets.

Gary Kirk and Eoin Walsh hosted a breakout session on the MSB stage where they provided an update on portfolio performance and their outlook for fixed income markets.

Given most countries are going through the same issues and their fiscal expansions are justified, the relative value has not changed that much.

Partner and Portfolio Manager Eoin Walsh discusses Q2 performance for the Strategic Income strategy and provides his outlook for 2020.

Given the steep, uninterrupted rally we have witnessed since the end of March, we think it is a good time to reassess how much value is left in fixed income markets, if any.

Partner and Portfolio Manager Felipe Villarroel provides an update on fixed income markets.

CEO Mark Holman provides his outlook for credit markets in 2020, highlighting investment themes and sectors that still offer fixed income investors good relative value.

Partner and Portfolio Manager Felipe Villarroel provides an update on fixed income markets.

The coronavirus pandemic has brought about perhaps the greatest– and fastest – repricing of risk fixed income investors have ever witnessed.