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
30 Mar 2022 Market Update Why short term bonds can be the ideal tonic for rampant inflation Inflation’s resurgence has created a huge challenge for fixed income investors so far in 2022. Read more
10 Mar 2022 Market Update Letter to investors Global bond markets have moved sharply in the wake of Russia’s invasion of Ukraine as investors have tried to assess the impact of an unprecedented raft of financial and economic sanctions. Mark Holman looks at the potential implications for inflation and growth, and highlights some areas of fixed income where yields have risen to near-crisis levels. Read more
8 Feb 2022 Market Update Why central bank policy errors should be top of your 2022 worry list With inflation soaring and the economic recovery looking more fragile, we look at three famous central bank policy errors to demonstrate why they can be so dangerous for investors, and consider how a fixed income portfolio can be strengthened against the risk. 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
20 Jan 2022 Market Update Three strategies for beating inflation with bonds Inflation was the dominant theme across financial markets in 2021, and we think it is likely to be a big driver of returns again in 2022. Read more
18 Jan 2022 Market Update European ABS: Five things to expect in 2022 With inflation and rate hikes dominating market discourse, we expect floating rate assets such as ABS and CLOs to benefit from increasing demand in 2022. Read more
2 Dec 2021 Market Update Policy, economy and markets must converge in 2022 Shortly after publishing his annual Rodney Blog, TwentyFour CEO Mark Holman sat down with Tom Porter to discuss the biggest calls fixed income investors will have to make in 2022, and explain why he believes the current disconnect between monetary policy, the economy and the markets cannot last for long. Watch now
1 Dec 2021 Market Update TwentyFour Advent Calendar 2021 The TwentyFour Advent Calendar is a collection of 24 statistics that tell the story of 2021 in fixed income. Read more