13 Apr 2022 Market Update Multi-Sector Bond Quarterly Update – April 2022 TwentyFour Partner and Portfolio Manager, Eoin Walsh, discusses market conditions in Q1 2022 and provides his outlook for the year ahead. Watch now
13 Apr 2022 Market Update Asset-Backed Securities Quarterly Update – April 2022 TwentyFour Portfolio Manager, Elena Rinaldi, explains how European ABS markets behaved in Q1 2022 and provides her outlook for the year ahead. Watch now
13 Apr 2022 Market Update Investment Grade Quarterly Update – April 2022 TwentyFour Partner and Portfolio Manager, Gordon Shannon, describes the developments of the investment grade strategy in Q1 2022. Watch now
12 Apr 2022 TwentyFour Blog Taking stock of recent bond moves So far, most fixed income asset classes have experienced a tumultuous 2022. With high yield markets bucking the trend in recent weeks, George Curtis takes a closer look at the drivers of the sector’s recent strength and its current opportunity set. Read more
11 Apr 2022 TwentyFour Blog Rationality will win out for AT1s in the real world Despite the ECB's recent review bringing some previously debated points surrounding AT1s to the forefront, we believe any changes would create undesired, real-world consequences if implemented. Read more
14 Mar 2022 TwentyFour Blog Investors face conundrum on government bond allocations We think a base case that central banks will follow a more measured monetary policy path than markets are currently pricing in is reasonable given the current backdrop. Read more
9 Mar 2022 TwentyFour Blog Rising HY defaults more than priced in Default rate estimations depend on how you define defaults and what index you use, but there is no doubt we are at record lows in European high yield at the moment. 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 Investment Grade Quarterly Update – January 2022 TwentyFour Partner and Portfolio Manager, Gordon Shannon, discusses how the investment grade strategy has performed in Q4 2021 and provides his outlook for the new year. Watch now
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
24 Jan 2022 Market Update Asset-Backed Securities Quarterly Update – January 2022 TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q4 2021 and provides his outlook for the new year. Watch now
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