Multi-Sector Bonds

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.

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.

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.

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.

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.

While corporate fundamentals are expected to deteriorate as rate hikes hit the economy, many metrics are pointing to record strength in the European high yield space, says George Curtis.

When Wall Street’s army of analysts were publishing their outlooks for 2023 back in November, there was very little love for Europe.

TwentyFour Portfolio Manager, Pierre Beniguel, discusses recent market developments in Q4 2022 and provides his outlook for the year ahead.

2022 has been one of the most challenging years in recent memory for fixed income investors. In this fixed income panel, hosted by TwentyFour Partner and Portfolio Manager Mark Holman, we discuss our recently published 2023 outlook including top sector picks and potential surprises to consider.

In our annual ‘Rodney Blog’, Eoin Walsh says that with rates now offering both yield and downside mitigation, and credit yields at near-decade highs, fixed income investors could enjoy strong returns in 2023

George Curtis looks at market conditions in the third quarter of 2022 and his expectations for the rest of the year.

Eoin Walsh gave an update on fixed income markets, touching on what has been going on in UK markets, as well as how the events of recent days fit into the overall macro picture, including inflation and the likely path of central bank policy elsewhere in the world.