1 Nov 2021 TwentyFour Blog A big week for rates with the BoE centre stage Following a turbulent week for rates markets, Eoin Walsh outlines what investors can expect as the Bank of England and other central banks meet this week. Read more
26 Oct 2021 Market Update Investment Grade Quarterly Update – October 2021 TwentyFour Portfolio Manager, Diana Chiu, discusses how Investment Grade markets have performed in Q3 2021 and provides her outlook for the rest of the year. Watch now
26 Oct 2021 Market Update Multi-Sector Bond Quarterly Update – October 2021 TwentyFour Portfolio Manager, Charlene Malik, discusses market conditions in Q3 2021 and provides her outlook for the rest of the year. Watch now
15 Oct 2021 TwentyFour Blog BoE Rate Hikes Would Be Music to ABS Ears Let’s not forget that the BoE dropped rates from 0.75% right down to 0.1% at the start of the COVID-19 pandemic back in March 2020, having only managed to put through two hikes in 2017 and 2018. It has changed course sharply before. Read more
7 Oct 2021 TwentyFour Blog Why BoE Hiking First May Be Best for Bonds In the last month, global government bond curves have had a torrid time, with significant steepening seen across US Treasury, UK Gilt and German Bund yields. Read more
28 Sep 2021 TwentyFour Blog Should Investors Fear a Hawkish Tilt? On Wednesday, the Fed moved one step closer to tapering and even put quite a clear timeframe for it, while on Thursday, the Bank of England openly talked about rate hikes. Read more
22 Sep 2021 Event Replay Insights from the ESG team - Fixed Income Festival 2021 TwentyFour Asset Management's annual conference took place virtually for the second year running on September 15 & 16, with hundreds of attendees tuning in live for interactive sessions with TwentyFour's portfolio management team. All the insights from the ESG team are now available Watch now
22 Sep 2021 Event Replay Insights from the Investment Grade team - Fixed Income Festival 2021 TwentyFour Asset Management's annual conference took place virtually for the second year running on September 15 & 16, with hundreds of attendees tuning in live for interactive sessions with TwentyFour's portfolio management team. All the insights from the Investment Grade team are now available Watch now
15 Sep 2021 TwentyFour Blog The Conditions for Tapering Already Exist With ample job openings, inflation well ahead of target, financial conditions that are certainly not tight and strong economic growth, the obvious question is what does the Fed need to see to finally start tapering its asset purchases? Read more
16 Jul 2021 Market Update Multi-Sector Bond Quarterly Update – July 2021 TwentyFour's CEO, Mark Holman, discusses market conditions in Q2 2021 and provides his outlook for the year ahead. Watch now
16 Jul 2021 TwentyFour Blog Curb Your QE Whether the Bank of England halts all purchases in August or merely begins to slow the pace of purchasing later in Q4 this year, by 2022, less technical support will exist for gilts. Read more
15 Jul 2021 Market Update Investment Grade Quarterly Update – July 2021 TwentyFour Partner and Portfolio Manager, Gordon Shannon, discusses how Investment Grade markets have performed in Q2 2021 and provides his outlook for the upcoming months. Watch now