24 Apr 2023 TwentyFour Blog High yield supply points to buoyant market In the last few weeks the high yield primary market has seen a resumption of issuance which Portfolio Manager George Curtis believes points to a relatively buoyant market. Read more
21 Apr 2023 TwentyFour Blog Labour markets continue to cool off Partner and Portfolio Manager Felipe Villarroel looks at new labour market data from the US and why this is good news for the Fed. 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
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
17 Apr 2023 TwentyFour Blog Bank results should see levels begin to normalise With the US bank earning season having begun last Friday, Dillon Lancaster believes this could be a catalyst to help spreads begin to recover. Read more
14 Apr 2023 TwentyFour Blog UK Credit Conditions In his latest blog, Gary Kirk provides his assessment of the recently published Q1 Credit Conditions Survey by the Bank of England and what this means for the wider economy. Read more
5 Apr 2023 TwentyFour Blog Tighter financial conditions might herald end to rate hikes Is the end of rate hikes near for the US? Concerns over regional banks and a weakening labour market are raising questions about the Fed's next move. Read more
4 Apr 2023 TwentyFour Blog Negative credit migration calls for caution Despite the recent volatility in the banking sector, corporate credit has remained strong. Pierre Beniguel looks at the interesting rating action which caught attention last week. Read more
31 Mar 2023 TwentyFour Blog European Banking crisis fears overdone? With headlines suggesting that deposit outflows in the banking sector are causing concern, Felipe Villarroel looks at the data which suggests that European banks remain resilient. Read more
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