2 Aug 2023 TwentyFour Blog Banks have done their part – now will markets catch up Bank bonds have been amongst the best performing asset classes in fixed income over the last few months, doing their bit in proving their strength. Read more
19 Jul 2023 Market Update Asset-Backed Securities Quarterly Update – July 2023 Douglas Charleston believes European ABS has once again provided a rare bright spot for fixed income. He explains how, from Q1 to Q2, focuses have shifted, and delves into different macro-economic variables affecting the ABS market. Watch now
19 Jul 2023 TwentyFour Blog Reinvestment risk growing, along with the soft landing narrative What level of risk are investors willing to take? As central bank rates hike and a soft landing narrative makes its way into analysts’ forecasts, Eoin Walsh takes a look at what affects this has on investment risk and reinvestment risk. Read more
19 Jul 2023 Market Update Investment Grade Quarterly Update – July 2023 Jack Daley takes a look into the economic events that have influenced the investment grade markets in Q2. He then goes on to explain why he believes investment grade fixed income offers the most attractive risk-adjusted returns currently available. Watch now
19 Jul 2023 Market Update Multi-Sector Bond Quarterly Update – July 2023 In our MSB update, Charlene Malik, reflects on the banking turmoil that occurred in Q2, as well as happenings around the US debt ceiling and global inflation. She then goes on to discuss the ways the MSB team have responded to Q2 events. Watch now
18 Jul 2023 TwentyFour Blog Soft landing narrative taking hold What sort of landing will the global economy experience? With the recent release of the US CPI report, inflation has been on a downward trend and the resilient activity data has continued to surprise many. This report has acted as a trigger of sorts for increasing calls for a soft landing. Read more
12 Jun 2023 TwentyFour Blog A busy week ahead for central banks What can we expect from central banks this week? Felipe Villarroel looks at how recent CPI prints in the Eurozone and in the United States are expected to influence upcoming central bank monetary policy decisions. Read more
8 Jun 2023 TwentyFour Blog European consumers not expecting a hard landing What have we learnt from the ECB’s Consumer Expectations Survey? Felipe Villarroel discusses how latest changes in the consumer’s expectations of the economy reflect that the ECB’s monetary policy is actually working. Read more
1 Jun 2023 TwentyFour Blog US debt - stuck in a vicious cycle In recent weeks the US debt ceiling has been dominating headlines with investors focused on the imminent threat of a US default which would be extremely unnerving for global markets. Johnathan Owen looks at the wider implications facing the US economy. Read more
27 Apr 2023 TwentyFour Blog European banks continue to deliver, on earnings and calls As earnings season kicks off in Europe, Eoin Walsh looks at what impact, if any, recent volatility in the banking sector has had on European banks. Read more
20 Apr 2023 Market Update Asset-Backed Securities Quarterly Update – April 2023 Partner and Portfolio Manager, Aza Teeuwen, discusses the impact of Q1 events on the European ABS market and how he expects the markets to respond moving forward. Watch now
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