Castlebay Conversations: Credit with Conviction — George Ladds in conversation with Chris Bowie (TwentyFour)

In this episode of Castlebay Conversations, host George Ladds is joined by Chris Bowie, Partner and Co-Head of Investment Grade at TwentyFour Asset Management.

Together they explore how disciplined credit investing works in practice — from scepticism and risk-adjusted returns to income generation, duration, liquidity and the role of corporate bonds in diversified portfolios. Chris shares insights from decades in fixed income, explaining how high-quality credit can offer reliable income without taking unnecessary risk, and why patience, teamwork and downside awareness matter just as much as yield.

A clear, practical conversation for anyone looking to better understand bonds beyond the headlines.