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TwentyFour Asset Management TwentyFour Blog | Read | 2 min Jun 27 2022 by Mark Holman Treasuries to stabilise amid aggressive Fed hiking With Fed rate hikes continuing and the economy progressing into late cycle stages, Mark Holman presents his expectations from the Fed going into the second half of the year and explains why he believes Treasuries can provide the protection investors may need. Read more
TwentyFour Asset Management TwentyFour Blog | Read | 2 min Jun 23 2022 by Pierre Beniguel Will high yields stay high? For all of these observations, there is one common observation – yields did not stay at these high levels for very long. Read more
TwentyFour Asset Management TwentyFour Blog | Read | 5 min Jun 22 2022 by Aza Teeuwen Global ABS: A cloudy outlook from sunny Barcelona After two COVID-hit years last week the European ABS market decamped once again to Barcelona for the 26th annual AFME & IMN Global ABS conference. Read more
Fixed Income Boutique FIB Tribune | Read | 3 min Jun 21 2022 by Yann Lepape Ludovic Colin Daniel Karnaus Carlos de Sousa The more aggressive you are now, the more dry powder you’ll have later Head of Macro Strategy Platform Yann Lepape and his team give their latest views on the Fed’s acceleration in their tightening path to dampen demand, the EU’s concerns about EMU fragmentation, and EM outflows. Read more
TwentyFour Asset Management TwentyFour Blog | Read | 1 min Jun 20 2022 by Dillon Lancaster Credit Suisse’s chunky coupon a sign of the times After 18 months of difficult headlines Credit Suisse could ill afford more negative press, and we therefore welcomed its decision to refinance its 7.125% Additional Tier 1 (AT1) bond last week at its first call date. Read more
TwentyFour Asset Management TwentyFour Blog | Read | 3 min Jun 20 2022 by Douglas Charleston ABS spreads are pricing in a lot of downside In fast-moving markets there is no perfect time to provide an update on valuations. Read more
Quality Growth Boutique Viewpoint | Read | 9 min Jun 16 2022 by Matthew Benkendorf In times of panic, investors need a dose of healthy optimism How can you find growth in times of panic? Difficult markets are not to be feared. Investors need an optimistic resolve and a clear roadmap: identify businesses with sustainable and predictable earnings streams, pricing power, and lower leverage, and avoid stocks trading at exorbitant multiples that are vulnerable to higher discount rates. Read more
Fixed Income Boutique Viewpoint | Read | 3 min Jun 15 2022 by Thierry Larose Forget interest rates, it’s the direction of the dollar that counts Emerging market bond investors need not fear rising US Treasury yields. Senior Portfolio Manager Thierry Larose shows you why. Read more
Fixed Income Boutique Market Update | Read | 3 min Jun 15 2022 by Thierry Larose Local bonds could shine post Colombian presidential election Colombia has the most vibrant economy of Latin America with a long history of sound macroeconomic policies, leaving the country unscathed from large economic collapses and hyperinflation. Thierry Larose shares his views ahead of the presidential election. Read more