4 Feb 2022 TwentyFour Blog Catching up the curve Yesterday was a noisy day for the Bank of England (BoE) and European Central Bank (ECB), usually an undesirable situation for market participants. Read more
28 Jan 2022 TwentyFour Blog UK RMBS floating above the fray After a relatively quiet period during the closing weeks last year, the primary ABS market has enjoyed a solid start to 2022. Read more
24 Jan 2022 Market Update Multi-Sector Bond Quarterly Update – January 2022 TwentyFour Portfolio Manager, Charlene Malik, discusses market conditions in Q4 2021 and provides her outlook for the new year. Watch now
21 Jan 2022 TwentyFour Blog European ABS: Five things to expect in 2022 If 2021 was a bad year for global bond returns, it follows there were few natural shelters to be found within fixed income from the brunt of inflation and rates-driven volatility; the Barclays Global Aggregate Index (a widely used broad measure of bond performance) returned -4.7% in USD terms, while European investment grade credit returned -1.1% despite credit spreads tightening over the course of the year. Read more
20 Jan 2022 Market Update Three strategies for beating inflation with bonds Inflation was the dominant theme across financial markets in 2021, and we think it is likely to be a big driver of returns again in 2022. Read more
18 Jan 2022 TwentyFour Blog Why so quiet at the Bank of England? It has been a very interesting start to the year in the rates sector of the market. Read more
14 Jan 2022 TwentyFour Blog Specialist lenders lead stacked pipeline in ABS The first two trading weeks of the year are coming to an end and unlike previous years they have been packed with activity. Read more
14 Dec 2021 TwentyFour Blog UK banks pass the solvency test As bondholders, we are comforted by all the banks passing such a severe test. Read more
13 Dec 2021 TwentyFour Blog This is as good as it gets for linkers Against a backdrop of 4.20% year-on-year UK consumer price inflation (CPI), if you got your timing right, linkers (inflation-linked UK government bonds) will certainly have outperformed conventional Gilts by some margin. Read more
2 Dec 2021 Market Update Policy, economy and markets must converge in 2022 Shortly after publishing his annual Rodney Blog, TwentyFour CEO Mark Holman sat down with Tom Porter to discuss the biggest calls fixed income investors will have to make in 2022, and explain why he believes the current disconnect between monetary policy, the economy and the markets cannot last for long. Watch now
29 Nov 2021 TwentyFour Blog The Rodney Blog 2022: Policy, economy and markets must converge What we are currently experiencing is a disconnect between monetary policy, the economy and the markets, a disconnect that in our view will struggle to survive much longer. Read more
26 Nov 2021 TwentyFour Blog How swaps can reduce rates risk as we move towards tightening With rising government bond yield curves one of the biggest concerns for fixed income fund managers going into 2022, Eoin Walsh points to interest rate swaps as one option for reducing the rates risk of a portfolio without impacting its credit exposure. Read more