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
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
2 Mar 2023 TwentyFour Blog February pull-back widens the entry point for fixed income February was a nasty throwback to the sort of market conditions that battered fixed income in 2022, but the pull-back has given anyone worried they’d missed the January rally an even better opportunity, says Charlene Malik. Read more
21 Feb 2023 Event Replay Corporate Bond Fund Update – February 2023 Portfolio managers Chris Bowie and Jack Daley provide an update on the TwentyFour Corporate Bond Fund. Read more
14 Feb 2023 TwentyFour Blog UK consumer caution bad for growth, but good for bonds With UK consumers holding on to more of their pandemic-era savings than their US counterparts, Felipe Villarroel looks at what it means for bond investors. Read more
26 Jan 2023 Event Replay Sustainable Short Term Bond Income Update - January 2023 As we enter 2023, we think there is good reason for fixed income investors to be positive. This is especially true in investment grade where issuers are typically higher quality, less leveraged and generally have a lower cost of funding than HY issuers. Watch now
25 Jan 2023 TwentyFour Blog Having your cake and eating it While yields have soared in recent months and created a broad buying opportunity in fixed income, Aza Teeuwen says investors should look at floating rate bonds to benefit from higher coupons today. Read more
19 Jan 2023 Market Update Investment Grade Quarterly Update – January 2023 TwentyFour AM portfolio manager Jack Daley discusses Q4 performance for Investment Grade markets and provides his outlook for 2023. Watch now
18 Jan 2023 TwentyFour Blog Time to extract Europe’s elevated bond spreads With projections for European growth and inflation being hastily revised in early 2023, the region’s bonds are still paying investors a premium that may not be around for long, says Dillon Lancaster. Read more
17 Jan 2023 TwentyFour Blog First results from great QT experiment are positive With many market participants fearing the impact of quantitative tightening (QT), Johnathan Owen looks at one central bank’s early experience of actively selling bonds to investors. Read more
12 Jan 2023 TwentyFour Blog AroundTown: bad call (again) After shocking investors in November by floating the idea of deferring its hybrid coupons, AroundTown has begun 2023 in similar fashion with a senior bond tender, says Pierre Beniguel. Read more
3 Jan 2023 TwentyFour Blog High starting yields to boost IG demand With fixed income starting yields at their highest level for a decade, George Curtis expects increasing demand for investment grade bonds to boost the market as we enter 2023. Read more