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
1 Nov 2022 TwentyFour Blog UK risk premium looks too steep with stability restored With Rishi Sunak and Jeremy Hunt leading a more fiscally conservative UK government, Johnathan Owen checks in on sterling asset valuations and argues the UK premium is overcompensating for underlying risks. 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 ESG Quarterly Update - October 2022 Charlene Hogg summarises the firm's ESG activities in Q3 2022 including successful application for the UK Stewardship Code. 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
20 Jul 2022 Market Update ESG Quarterly Update - July 2022 Charlene Hogg summarises the firm's ESG activities in Q2 2022 and explains how regulation, planning for net zero and CSR are having an impact. Watch now
20 Jul 2022 Market Update Investment Grade Quarterly Update – July 2022 Gordon Shannon reviews Q2 2022 in fixed income and breaks down the resulting risks and opportunities he sees in investment grade bonds. Watch now
20 Jul 2022 Market Update Multi-Sector Bond Quarterly Update – July 2022 Dillon Lancaster reviews the main market drivers in the second quarter of 2022 and explains how the Strategic Income team is tackling today’s environment. Watch now
20 Jul 2022 Market Update Asset-Backed Securities Quarterly Update – July 2022 Douglas Charleston looks at the development of the European ABS market in the second quarter of 2022 and explains what this could mean for investors going forward. Watch now
23 Jun 2022 TwentyFour Blog Will high yields stay high? For all of these observations, there is one common observation – yields did not stay at these high levels for very long. Read more
24 May 2022 TwentyFour Blog What has driven yields higher – rates or credit? With investors having endured a painful period of rising yields in 2022, Mark Holman looks at whether rates weakness or credit spread widening has been most to blame. Read more