19 Jan 2023 Market Update Asset-Backed Securities Quarterly Update – January 2023 TwentyFour Partner and Portfolio Manager, Douglas Charleston, describes the developments of the ABS market in Q4 2022. Watch now
6 Dec 2022 TwentyFour Blog The Rodney Blog 2023: A return to returns In our annual ‘Rodney Blog’, Eoin Walsh says that with rates now offering both yield and downside mitigation, and credit yields at near-decade highs, fixed income investors could enjoy strong returns in 2023 Read more
1 Dec 2022 TwentyFour Blog Labour market the driving force for the Fed Following Chairman Powell’s speech last night, George Curtis looks at what the latest labour market data means for the Fed’s war on inflation. Read more
14 Nov 2022 TwentyFour Blog Hint of cooling inflation can restore stability With a US inflation print finally coming in below expectations, can investors start to picture decent returns again? Or will this latest relief rally prove another false dawn? Read more
27 Oct 2022 TwentyFour Blog ECB echoes subtle change in central bank tone While central banks remain committed to battling inflation with big rate hikes, George Curtis detects a clear change in tone which has seen market expectations of terminal rates tumble in recent days. Read more
14 Oct 2022 Market Update Asset-Backed Securities Quarterly Update – October 2022 TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q3 2022 and provides his outlook for the rest of the year. Watch now
14 Oct 2022 Market Update Multi-Sector Bond Quarterly Update – October 2022 George Curtis looks at market conditions in the third quarter of 2022 and his expectations for the rest of the year. Watch now
14 Oct 2022 Market Update Investment Grade Quarterly Update – October 2022 TwentyFour Portfolio Manager, Johnathan Owen, explains how investment grade markets have performed in Q3 2022. Watch now
7 Oct 2022 TwentyFour Blog Are BBBs still the place to be? With rates volatility persisting and developed markets likely sliding toward recession, Jack Daley revisits our research on BBB defaults and returns and explains why we tend to maintain a significant allocation to BBB credit. Read more
5 Oct 2022 Market Update Investor Update - October 2022 Eoin Walsh gave an update on fixed income markets, touching on what has been going on in UK markets, as well as how the events of recent days fit into the overall macro picture, including inflation and the likely path of central bank policy elsewhere in the world. Watch now
26 Sep 2022 TwentyFour Blog UK learns confidence needs communication With the UK’s mini-Budget sending its currency and bonds into freefall, Gordon Shannon says both the government and the Bank of England need to learn the importance of communication with the markets. Read more
26 Sep 2022 TwentyFour Blog What does market turmoil mean for UK economy? With reaction to the UK’s mini-budget roiling markets for a second day, Felipe Villarroel looks at what higher rates and a weaker currency mean for the UK economy. Read more