29 Sep 2021 TwentyFour Blog Rates Become The Source of Risk Again From time to time, Treasury yields actually become the source of risk for financial markets. Read more
28 Sep 2021 TwentyFour Blog Should Investors Fear a Hawkish Tilt? On Wednesday, the Fed moved one step closer to tapering and even put quite a clear timeframe for it, while on Thursday, the Bank of England openly talked about rate hikes. Read more
24 Sep 2021 TwentyFour Blog Stagflation – Probable or Panic? Our base case is for a continuation of quite high growth and a modest inflation overshoot. For bond investors, positioning for stagflation could be a dangerous trade if that base case bears out Read more
8 Sep 2021 TwentyFour Blog For Bonds, Q4 Will Present Similar Challenges to Q1 As we rapidly descend upon the fourth quarter of this extraordinary year, we think some of the risks fixed income investors faced back in Q1 will rear their heads again before the end of 2021. Read more
16 Jul 2021 Market Update Multi-Sector Bond Quarterly Update – July 2021 TwentyFour's CEO, Mark Holman, discusses market conditions in Q2 2021 and provides his outlook for the year ahead. Watch now
16 Jul 2021 TwentyFour Blog Curb Your QE Whether the Bank of England halts all purchases in August or merely begins to slow the pace of purchasing later in Q4 this year, by 2022, less technical support will exist for gilts. Read more
10 Jun 2021 TwentyFour Blog Why Gilts Are More Vulnerable to Inflation Than Treasuries We believe UK government bonds are ultimately most vulnerable to a rise in inflation, and the 10-year Gilt currently trading at 0.73% does not come close to compensating for this. Read more
13 May 2021 Market Update Multi-Sector Bond Q2 2021 Update In TwentyFour's Multi-Sector Bond update on Thursday 13th May 2021, Partner & Portfolio Manager Eoin Walsh provided an update on investment themes and positioning in the fixed income market. Watch now
29 Apr 2021 Market Update Q2 2021 Investor Update In TwentyFour's quarterly update, Mark Holman discussed his outlook for the bellwether US Treasury curve, and explained how he thinks investors can still look to pick up yield while avoiding traditionally more rate-sensitive markets. Watch now
19 Apr 2021 Market Update Multi-Sector Bond Quarterly Update – April 2021 George Curtis discusses how credit markets have performed in Q1 2021 and provides his outlook for the year ahead. Watch now
12 Apr 2021 TwentyFour Blog Negative ‘Bond’ Headlines Belie the Reality of Credit’s Strong Performance With treasury yields moving aggressively higher this year, anyone reading or listening to the financial press will have become very accustomed to headlines highlighting the negative performance of “Bonds”. Read more
20 Jan 2021 Market Update Multi-Sector Bond Quarterly Update – January 2021 George Curtis discusses credit markets in Q4 2020 and provides his outlook for the year ahead Watch now