TwentyFour Leeds Investor Update Lunch

15 October 2026
12:30-14:00

 

 

Credit fundamentals have remained supportive, with credit assets delivering strong performance in the first half of 2026, despite periods of volatility driven by geopolitical tensions and growing concerns around AI disruption and private credit markets.

However, with spreads at relatively tight levels, we believe disciplined credit selection and active management are becoming increasingly important. Elevated all-in yields continue to provide an attractive income cushion and support total return potential, while robust issuer fundamentals should help limit downside risks. With limited scope for broad based spread compression, maintaining liquidity and flexibility to take advantage of periods of market weakness will be key to capturing opportunities as they arise.

Please join us for lunch on Thursday 15 October 2026 where Chris Bowie (Partner, Co-Head of Investment Grade) and George Curtis (Partner, Portfolio Management) will discuss current fixed income markets. They will also give an update on the following fund:

 

 

Speaker

Speakers

Chris Bowie

Partner, Co-Head of Investment Grade

George Curtis

Partner, Portfolio Management