7 Jan 2021 Market Update How big a threat is inflation? Partner and Portfolio Manager Felipe Villarroel reflects on markets in 2020 before giving his inflation outlook for 2021 Watch now
16 Dec 2020 TwentyFour Blog Distribution Support for AT1s Yesterday the ECB released their guidance to banks regarding shareholder distributions. They have reiterated that banks should exercise extreme moderation on variable remuneration (bonus payments) and have set limits for dividend payments to equity holders and prudence on any share buy-back schemes. Read more
4 Dec 2020 TwentyFour Blog The Rodney Blog 2021: New Cycle, Similar Playbook Speed of market movement will be a feature of this recovery as the market realises many of the same trends are firmly in place, and with the incredible technical backdrop this means lower yields as the cycle progresses. Read more
30 Oct 2020 TwentyFour Blog Confidence in the Euro Yield Curve Thursday’s ECB meeting left us in little doubt that we should expect some serious action in December, including the possibility of some new, as yet unused measures. Read more
20 Oct 2020 TwentyFour Blog Expect Winners and Losers in Last Window of 2020 Unlike the past six months, where nearly all new deals performed well in the secondary market, from here on in that is far from guaranteed. Expect winners and losers. Read more
19 Oct 2020 Market Update Multi-Sector Bond Quarterly Update – October 2020 George Curtis discusses Q3 performance for credit markets and provides his outlook for the rest of the year. Watch now
22 Sep 2020 TwentyFour Blog Will The Latest Dip Be Bought? Overall, in our view there may be some temporary volatility ahead which investors can try to sidestep or even take advantage of, but it’s probably not worth trying to be too cute as our medium term outlook is still constructive. Read more
16 Sep 2020 Market Update Fixed Income Festival 2020 – Main stage TwentyFour CEO Mark Holman provides a macro outlook before discussing his views on a critical US presidential election and how it could impact the economy and the markets. Watch now
16 Sep 2020 Market Update Fixed Income Festival 2020 – MSB Breakout session Gary Kirk and Eoin Walsh hosted a breakout session on the MSB stage where they provided an update on portfolio performance and their outlook for fixed income markets. Watch now
24 Jul 2020 Market Update Strategic Income – Quarterly update – July 2020 Partner and Portfolio Manager Eoin Walsh discusses Q2 performance for the Strategic Income strategy and provides his outlook for 2020. Watch now
26 May 2020 Market Update Fixed Income Market Update - 26th May 2020 Partner and Portfolio Manager Felipe Villarroel provides an update on fixed income markets. Watch now
21 May 2020 TwentyFour Blog Yield Curve Boosts Case for Longer Dated Credit There have been two topics concerning the yield curve in the press over the last few days, which we think merit closer attention. As regular readers will know, the US yield curve in particular is closely followed by market participants and can dictate a lot of what happens in fixed income markets globally. Read more