20 Apr 2023 Market Update Asset-Backed Securities Quarterly Update – April 2023 Partner and Portfolio Manager, Aza Teeuwen, discusses the impact of Q1 events on the European ABS market and how he expects the markets to respond moving forward. Watch now
20 Apr 2023 Market Update Multi-Sector Bond Quarterly Update – April 2023 Following a busy quarter in bond markets, Portfolio Manager Charlene Malik reflects on macro events and discusses how our Multi-Sector Bond team have responded. Watch now
20 Apr 2023 Market Update Investment Grade Quarterly Update – April 2023 Partner and Portfolio Manager Chris Bowie discusses recent Q1 events and gives an outlook for Investment Grade for the next quarter. Watch now
17 Apr 2023 TwentyFour Blog Bank results should see levels begin to normalise With the US bank earning season having begun last Friday, Dillon Lancaster believes this could be a catalyst to help spreads begin to recover. Read more
14 Apr 2023 TwentyFour Blog UK Credit Conditions In his latest blog, Gary Kirk provides his assessment of the recently published Q1 Credit Conditions Survey by the Bank of England and what this means for the wider economy. Read more
31 Mar 2023 TwentyFour Blog European Banking crisis fears overdone? With headlines suggesting that deposit outflows in the banking sector are causing concern, Felipe Villarroel looks at the data which suggests that European banks remain resilient. Read more
30 Mar 2023 TwentyFour Blog Funding, capital and ABS as financial market stability tool Douglas Charleston looks at the wider implications of recent bank sector volatility and the opportunities it presents for credit investors. Read more
28 Mar 2023 TwentyFour Blog What is in the price of AT1s after the sell off? After a volatile few days in bank capital, Felipe Villarroel looks at how AT1s are pricing after the sell off. Read more
24 Mar 2023 TwentyFour Blog Central Banks have tools to handle volatility in the banking sector Volatility in banking has dented consumer confidence. Felipe Villarroel explores if central banks have the will and the tools to safeguard financial stability amidst the recent issues with Credit Suisse and regional US banks. Read more
22 Mar 2023 TwentyFour Blog How have AT1s traded this week The events that unfolded over the weekend were sure to make for some volatile trading sessions in the Additional Tier 1 (AT1) market this week. Read more
20 Mar 2023 TwentyFour Blog Rules of the game - from Swiss finish to finished Swiss regulators' decision to bail out Credit Suisse equity holders while wiping out AT1 debtholders will see long-term effects on bank debt markets and likely legal action says Eoin Walsh Read more
20 Mar 2023 TwentyFour Blog Bank of England joins the ECB on hierarchy The Bank of England joins the European Central Bank in stating that there is a clear hierarchy when it comes to a resolution or an insolvency scenario. Read more