8 Jan 2021 Market Update Q1 2021 Investor Update After a tumultuous 2020 which nonetheless delivered strong returns in many asset classes, fixed income investors are expecting a more normalised trading environment in 2021. Watch now
8 Jan 2021 TwentyFour Blog Why We Are Now More Bearish on US Treasuries The biggest mover so far this year in fixed income markets has been US Treasuries. The curve has bear steepened, with the short end remaining unchanged while longer maturities have sold off by anything between 10bp at the five-year point of the curve and just over 20bp in the 30-year. Read more
11 Nov 2020 TwentyFour Blog Where Next for Treasuries and Rates The gradual backup in yields since the onset of the pandemic has given Treasuries a little more potency to protect bond portfolios, though we don’t see the rise being anywhere near big enough for them to behave like they used to. Read more
20 Oct 2020 TwentyFour Blog Expect Winners and Losers in Last Window of 2020 Unlike the past six months, where nearly all new deals performed well in the secondary market, from here on in that is far from guaranteed. Expect winners and losers. Read more
19 Oct 2020 Market Update Multi-Sector Bond Quarterly Update – October 2020 George Curtis discusses Q3 performance for credit markets and provides his outlook for the rest of the year. Watch now
22 Sep 2020 TwentyFour Blog Will The Latest Dip Be Bought? 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. Read more
17 Sep 2020 Market Update The future role of government bonds Partner and Portfolio Manager Eoin Walsh discusses the future of government bonds Watch now
16 Sep 2020 Market Update Fixed Income Festival 2020 – Main stage 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. Watch now
16 Sep 2020 Market Update Fixed Income Festival 2020 – MSB Breakout session 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. Watch now
20 Aug 2020 TwentyFour Blog Government Debt Has Exploded. Does It Matter? Given most countries are going through the same issues and their fiscal expansions are justified, the relative value has not changed that much. Read more
24 Jul 2020 Market Update Strategic Income – Quarterly update – July 2020 Partner and Portfolio Manager Eoin Walsh discusses Q2 performance for the Strategic Income strategy and provides his outlook for 2020. Watch now
4 Jun 2020 TwentyFour Blog Credit Markets Have More Room to Rally 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. Read more