11 Feb 2022 TwentyFour Blog Managing the downturn As 2021 wore on we became increasingly concerned that the disconnect between asset prices, economic fundamentals and monetary policy was becoming more acute. Read more
8 Feb 2022 Market Update Why central bank policy errors should be top of your 2022 worry list With inflation soaring and the economic recovery looking more fragile, we look at three famous central bank policy errors to demonstrate why they can be so dangerous for investors, and consider how a fixed income portfolio can be strengthened against the risk. Read more
27 Jan 2022 TwentyFour Blog Yields soften blow of Powell’s hard words Powell’s hard line may have surprised investors, particularly in light of recent market volatility and increasing geopolitical risk in Eastern Europe, but the Fed’s fear of prolonged higher inflation looks to be trumping those concerns. Read more
24 Jan 2022 Market Update Multi-Sector Bond Quarterly Update – January 2022 TwentyFour Portfolio Manager, Charlene Malik, discusses market conditions in Q4 2021 and provides her outlook for the new year. Watch now
20 Jan 2022 Market Update Three strategies for beating inflation with bonds Inflation was the dominant theme across financial markets in 2021, and we think it is likely to be a big driver of returns again in 2022. Read more
18 Jan 2022 TwentyFour Blog Why so quiet at the Bank of England? It has been a very interesting start to the year in the rates sector of the market. Read more
7 Jan 2022 TwentyFour Blog Light at the end of the inventory tunnel As we enter the third year of the pandemic, most market participants are asking themselves (once again) if this will be the year when supply chain issues finally abate. Read more
6 Jan 2022 TwentyFour Blog Comprehending the latest Treasury spike Given the swiftness of the Fed’s pivot we think risks are tilted towards the central bank doing more and not less. We wouldn’t even rule out a 50bp rate hike at some point. Read more
14 Dec 2021 TwentyFour Blog FOMC: Hard to shake sense the Fed is behind the curve Jerome Powell’s recent testimony to the Senate Banking Committee, in which he said the Fed would discuss a faster taper of its asset purchases at December’s FOMC meeting, has led to intense speculation that we could see a move this week. Read more
10 Dec 2021 TwentyFour Blog When will labour market strength JOLT Treasuries higher? The labour market in the US shows little sign of weakening, despite the huge number of jobs already created this year. Read more
2 Dec 2021 Market Update Policy, economy and markets must converge in 2022 Shortly after publishing his annual Rodney Blog, TwentyFour CEO Mark Holman sat down with Tom Porter to discuss the biggest calls fixed income investors will have to make in 2022, and explain why he believes the current disconnect between monetary policy, the economy and the markets cannot last for long. Watch now
30 Nov 2021 Market Update Five questions for bond markets in 2022 How do investors deal with inflation? Do central banks know what they’re doing? And does anyone know where Treasuries are heading? CEO Mark Holman tackles the bond market’s biggest questions as he looks ahead to 2022. Read more