Anleihen

Conditions are currently favorable across fixed income markets. But pockets of volatility and risk aversion will challenge even the most skilled investors. The silver lining? We expect risk-conscious, active investors can generate alpha opportunities in 2025 similar to those achieved this year.

Vor dem gesamtwirtschaftlichen Hintergrund sinkender Zinssätze und eines soliden weltweiten Wachstums können Anleiheninvestoren nach Ansicht von Eoin Walsh von TwentyFour Asset Management im Jahr 2025 mit robusten Gesamtrenditen rechnen.

It is important to understand the historical context behind “global” capital rules, and why they differ for EU and US banks.

An asset-backed finance (ABF) investment backed by a portfolio of Dutch unsecured consumer loans originated by Qander Consumer Finance.

Die Märkte sind mit den US-Präsidentschaftswahlen in Bewegung geraten. Wir bleiben jedoch dabei, dass Schwellenländer-Anleihen von niedrigeren Finanzierungskosten aufgrund sich einengender Spreads und einer Rückkehr der Investorengelder profitieren werden. Doch es wird im neuen Regime Gewinner und Verlierer geben…

In this month's Flash Fixed Income, we look at how bond markets are reacting to Donald Trump's victory in the US election. With Trump's stated policies widely regarded as being inflationary, we expect a bigger divergence in the path for interest rate cuts between the US and Europe that might favour higher quality European credit.

With elevated yields and inflation expected to come back to target, we think investors can target a level of real return that was extremely difficult to achieve in the previous cycle.

Watch our livestream where Andrew Jackson, Head Fixed Income and Eoin Walsh, Partner & Portfolio Manager TwentyFour Asset Management delve into the current bond market landscape.

In this inaugural edition of Flash Fixed Income, we look at the highly unpredictable US presidential election and explain why a potential second Trump administration could limit the Federal Reserve’s ability to deliver more rate cuts.

Over the past decade, private credit has grown from a $400bn niche industry into a $1.6tr market that competes with more traditional asset classes for significant investor allocations.

George Curtis from the Multi-Sector Bond (MSB) team at TwentyFour Asset Management reflects on the third quarter of 2024 and its impact on credit and equity markets. Despite some mid-quarter volatility, overall performance remained strong, with government bonds leading the way.

As the third quarter of 2024 comes to a close, TwentyFour Asset Management's Aza Teeuwen reflects on what this has meant for the Asset-Backed Securities (ABS) team. Not only were volumes across European ABS elevated throughout July and August, we also saw €34 billion in primary issuance – a significant increase from previous years.