21 Sep 2022 TwentyFour Blog Floating rate demand driving deals as ABS reopens Demand for floating rate assets has driven a strong reopening of the European ABS primary market, and is drawing new investors to the asset class, says Kevin Law. Read more
14 Sep 2022 TwentyFour Blog Rates volatility not quite over yet With US inflation data once again hammering markets, Mark Holman says that with US Treasury yields likely approaching their peak, a shift in sentiment for risk assets isn’t far away. Read more
31 Aug 2022 TwentyFour Blog 50 or 75? Across the board - both are live Dillon Lancaster evaluates the impact of Powell’s Jackson Hole speech on inflation and why he believes next month is set to be a very important period for central bank meetings. Read more
11 Aug 2022 TwentyFour Blog Hint of inflation peak further fuel for fixed income Investors are eyeing a peak in inflation once more after US data came in lower than expected for the first time this year, and with credit finally seeing positive flows again, George Curtis sees markets grinding tighter over the rest of the summer. Read more
5 Aug 2022 TwentyFour Blog "Abandon all hope ye who enter here" With the Bank of England doling out a double dose of doom on UK inflation and growth on Thursday, Eoin Walsh says it is refreshing for investors to get such a candid assessment from a central bank. Read more
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
19 Jul 2022 TwentyFour Blog US bank chiefs still like the consumer US banks remain bullish about the health of the consumer, but credit spreads are still pricing in not only a recession, but a fairly severe one. Are the banks wrong? Or have credit markets just backed up too far on negative fund flows? Read more
14 Jul 2022 TwentyFour Blog Buy now while spreads last With corporate bond spreads having risen to not far short of crisis levels, Johnathan Owen argues the 4%-plus yields on offer in short dated investment grade are an attractive entry point for investors that might not be around for long. Read more
7 Jul 2022 TwentyFour Blog Two pieces of good news for investors on inflation With investors seemingly unwilling to put money to work until they see clear evidence of the inflation trend reversing, Felipe Villarroel looks at two developments that tentatively suggest central banks’ delicate balancing act is actually working. Read more
4 Jul 2022 TwentyFour Blog The Fed and the flows are looking at inflation head-on After H1 2022 broke market records for all the wrong reasons, Gary Kirk says fixed income outflows could reverse quickly if investors see evidence that central banks are turning the tide on inflation. Read more