23 Nov 2023 TwentyFour Blog Far-right leader wins Dutch election but markets remain calm The Dutch elections took an unexpected turn as it looks like Geert Wilders' Freedom Party (PVV) will gain 20 seats and become the largest party with 37 of 150 seats. Read more
22 Nov 2023 TwentyFour Blog Overcoming the US maturity wall is not as fraught as the headlines suggest Despite concerns about a maturity wall, Chris Holman explains how research shows the high yield maturity profile in the US is less concerning. Overall, a focus on higher-rated bonds suggests a relatively healthy outlook for the primary market and a default rate in line with historical averages. Read more
21 Nov 2023 Event Replay Spotlight on ESG: Unveiling the greenwashing smokescreen Our most recent Spotlight on ESG: Unveiling the greenwashing smokescreen webinar, hosted by Johnathan Owen, discusses greenwashing and how we look to navigate the complex landscape of sustainable claims. Watch now
1 Dec 2023 Market Update TwentyFour Advent Calendar 2023 The TwentyFour Advent Calendar is a collection of 24 stats telling the story of fixed income and markets this year. The calendar covers everything from interest-rate rises and record bond issuance to falling house prices and disappearing banks. Read more
15 Nov 2023 Event Replay The opportunity cost of staying in cash webinar replay Ben Hayward, Partner & Chief Executive, discusses why we believe staying in cash could cost you and why investors with a medium term view can take confidence from investing in fixed income given today’s high starting yields. Watch now
15 Nov 2023 Event Replay Select Monthly Income Fund Update - November 2023 George Curtis provides a macro update on fixed income markets and an overview of positioning in the TwentyFour Select Monthly Income Fund. Watch now
13 Nov 2023 TwentyFour Blog US earnings season: What the micro tells us about the macro As earnings season ends, we take stock of the latest US results and what it tells us about the health of corporates, the consumer, and the outlook for the broader economy. Read more
Market Update The long-term conundrum with short-term investing One of the most consistent questions that we get from investors now is whether the high volume of cash holdings of short-term government bonds is the best strategy to hit their financial targets. We think the answer is a clear “no”. Read more
9 Nov 2023 TwentyFour Blog UBS deal a cathartic moment for AT1s UBS came to the market yesterday with a two-tranche $ additional tier 1 transaction, which was highly anticipated and didn’t disappoint. Read more