20 Apr 2023 Market Update Multi-Sector Bond Quarterly Update – April 2023 Following a busy quarter in bond markets, Portfolio Manager Charlene Malik reflects on macro events and discusses how our Multi-Sector Bond team have responded. Watch now
20 Apr 2023 Market Update Investment Grade Quarterly Update – April 2023 Partner and Portfolio Manager Chris Bowie discusses recent Q1 events and gives an outlook for Investment Grade for the next quarter. Watch now
30 Mar 2023 TwentyFour Blog Funding, capital and ABS as financial market stability tool Douglas Charleston looks at the wider implications of recent bank sector volatility and the opportunities it presents for credit investors. Read more
28 Mar 2023 Viewpoint Why short dated IG is the “best game in town” for 2023 2022 was the worst year for bonds in living memory. So, could 2023 be similarly bad for other asset classes? Chris Bowie looks at the case for short dated investment grade credit for 2023. Read more
20 Mar 2023 TwentyFour Blog Bank of England joins the ECB on hierarchy The Bank of England joins the European Central Bank in stating that there is a clear hierarchy when it comes to a resolution or an insolvency scenario. Read more
2 Mar 2023 TwentyFour Blog February pull-back widens the entry point for fixed income February was a nasty throwback to the sort of market conditions that battered fixed income in 2022, but the pull-back has given anyone worried they’d missed the January rally an even better opportunity, says Charlene Malik. Read more
14 Feb 2023 TwentyFour Blog UK consumer caution bad for growth, but good for bonds With UK consumers holding on to more of their pandemic-era savings than their US counterparts, Felipe Villarroel looks at what it means for bond investors. Read more
30 Jan 2023 TwentyFour Blog The compelling case for ABS in 2023 Having done its job of delivering lower volatility and better performance than mainstream bond markets in 2022, the income and defensive characteristics of European ABS look equally compelling in 2023, says Doug Charleston. Read more
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
9 Jan 2023 TwentyFour Blog Are storm clouds gathering over the UK housing market? Part two… In the second instalment of a two-part blog on the UK housing market, Shilpa Pathak stress tests UK RMBS to determine how high mortgage defaults would have to get before bondholders are impacted. Read more
7 Dec 2022 TwentyFour Blog Nationwide deal highlights surge in ABS interest and income Higher rates mean the income available on AAA RMBS bonds is eight times what it was at the start of this year, and growing demand for this floating rate asset class is clear, says Kevin Law. Read more