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
28 Mar 2023 TwentyFour Blog What is in the price of AT1s after the sell off? After a volatile few days in bank capital, Felipe Villarroel looks at how AT1s are pricing after the sell off. Read more
24 Mar 2023 TwentyFour Blog Central Banks have tools to handle volatility in the banking sector Volatility in banking has dented consumer confidence. Felipe Villarroel explores if central banks have the will and the tools to safeguard financial stability amidst the recent issues with Credit Suisse and regional US banks. Read more
24 Mar 2023 TwentyFour Blog The ESG technical is very strong Johnathan Owen looks at the ECB’s plans to ‘green’ their asset purchasing program going forward, and what this could mean for credit spreads. Read more
23 Mar 2023 Event Replay Spotlight on Banks - March 2023 Given the recent headlines surrounding Credit Suisse and the decision from FINMA, the Swiss regulator, to write down CHF16 billion of Credit Suisse’s Additional Tier 1 debt to zero, we hosted a webinar looking at the possible wider implications of this write-down and what it could means for fixed income investors. Watch now
22 Mar 2023 TwentyFour Blog How have AT1s traded this week The events that unfolded over the weekend were sure to make for some volatile trading sessions in the Additional Tier 1 (AT1) market this week. Read more