29 Jun 2022 TwentyFour Blog BB CLOs approaching 12% yield Aza Teeuwen explains how market moves have impacted BB CLOs and looks at historic trends analysing their behaviour during crisis scenarios. Read more
6 Jun 2022 TwentyFour Blog Has inflation peaked? Ask the housing market. Given inflation has been running hot for more than a year now, it was no surprise to see the recent dip in US data greeted with a muted sigh of relief across the markets. Read more
31 May 2022 TwentyFour Blog Value has returned to AAA CLOs We can debate whether the European Central Bank is behind the curve or not, but Christine Lagarde says rates will be in non-negative territory by September. 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
19 May 2022 TwentyFour Blog Just how healthy is the consumer? Consumers are being hit from seemingly all angles at the moment. Higher interest rates are coming, higher inflation is already hitting their pockets hard and economic growth is expected to slow. Read more
17 May 2022 TwentyFour Blog CLOs have the fundamentals to absorb recession As inflation continues to outstay its welcome in the global economy, we have previously discussed the impact of rising input costs on corporates and how crucial pricing power can be in such a challenging environment. Read more
13 May 2022 TwentyFour Blog Return of bond-equity correlations could offer respite for investors The broad-based sell-off that has faced investors since the start of this year has been all the more painful because of the breakdown in traditional correlations, which has put conventional hiding places out of reach. Read more
13 Apr 2022 Market Update Multi-Sector Bond Quarterly Update – April 2022 TwentyFour Partner and Portfolio Manager, Eoin Walsh, discusses market conditions in Q1 2022 and provides his outlook for the year ahead. Watch now
13 Apr 2022 Market Update Asset-Backed Securities Quarterly Update – April 2022 TwentyFour Portfolio Manager, Elena Rinaldi, explains how European ABS markets behaved in Q1 2022 and provides her outlook for the year ahead. Watch now
13 Apr 2022 Market Update Investment Grade Quarterly Update – April 2022 TwentyFour Partner and Portfolio Manager, Gordon Shannon, describes the developments of the investment grade strategy in Q1 2022. Watch now
7 Apr 2022 TwentyFour Blog Why inflation risks are still tilted to the upside With inflation running at 40-year highs in many parts of the world, it is easy to get carried away with making comparisons to the dark economic days of the early 1980s. Read more
23 Mar 2022 TwentyFour Blog Is there value in floating rate bonds? Last week both the Fed and the BoE hiked rates by 0.25%, and judging by the Fed's dot plots and comments from the Bank of England (BoE), more hikes will likely follow in the coming months. Read more