19 Jan 2023 Market Update Multi-Sector Bond Quarterly Update – January 2023 TwentyFour Portfolio Manager, Pierre Beniguel, discusses recent market developments in Q4 2022 and provides his outlook for the year ahead. Watch now
17 Jan 2023 TwentyFour Blog First results from great QT experiment are positive With many market participants fearing the impact of quantitative tightening (QT), Johnathan Owen looks at one central bank’s early experience of actively selling bonds to investors. Read more
2 Dec 2022 TwentyFour Blog Are storm clouds gathering over the UK housing market? Part one… In the first of a two-part series on the UK housing market, Shilpa Pathak looks at the experience of previous recessions and argues fundamentals today look far stronger than they did either in 2007 or the early 1990s Read more
14 Nov 2022 TwentyFour Blog Hint of cooling inflation can restore stability With a US inflation print finally coming in below expectations, can investors start to picture decent returns again? Or will this latest relief rally prove another false dawn? Read more
27 Oct 2022 TwentyFour Blog ECB echoes subtle change in central bank tone While central banks remain committed to battling inflation with big rate hikes, George Curtis detects a clear change in tone which has seen market expectations of terminal rates tumble in recent days. Read more
14 Oct 2022 Market Update Multi-Sector Bond Quarterly Update – October 2022 George Curtis looks at market conditions in the third quarter of 2022 and his expectations for the rest of the year. Watch now
14 Oct 2022 Market Update Investment Grade Quarterly Update – October 2022 TwentyFour Portfolio Manager, Johnathan Owen, explains how investment grade markets have performed in Q3 2022. Watch now
14 Oct 2022 TwentyFour Blog Has the UK risk premium gone too far? With some UK bank bonds now trading with higher yields than their counterparts in Turkey, Mark Holman questions whether the dumping of UK and sterling assets has gone too far. Read more
7 Oct 2022 TwentyFour Blog Are BBBs still the place to be? With rates volatility persisting and developed markets likely sliding toward recession, Jack Daley revisits our research on BBB defaults and returns and explains why we tend to maintain a significant allocation to BBB credit. Read more
5 Oct 2022 Market Update Investor Update - October 2022 Eoin Walsh gave an update on fixed income markets, touching on what has been going on in UK markets, as well as how the events of recent days fit into the overall macro picture, including inflation and the likely path of central bank policy elsewhere in the world. Watch now
4 Oct 2022 TwentyFour Blog UK fundamentals turn into technical Will Kwasi Kwarteng’s U-turn bring some much needed stability to the UK economy? Dillon Lancaster shares his thoughts Read more
29 Sep 2022 Market Update Rates stability would be a game-changer for fixed income With central banks speeding through their hiking cycles, a return to rates stability (elusive thus far) could allow investors to reap the rewards of bond yields that are unusually high for this point in the cycle. Read more