Fixed Income:
unfix your thinking.

TwentyFour partner and portfolio manager Gordon Shannon looks at the developments we saw in investment grade credit in the first quarter of 2021 and provides his outlook for the rest of the year.

TwentyFour AM partner and portfolio manager Douglas Charleston discusses how ABS markets have performed in the first quarter of 2021 and provides his outlook for the rest of the year.

This recent stability in the rates curve suggests to us that for now the market is listening to the Fed’s rhetoric and as a result the UST market feels better balanced.

With treasury yields moving aggressively higher this year, anyone reading or listening to the financial press will have become very accustomed to headlines highlighting the negative performance of “Bonds”.

Portfolio Manager Brian Bandsma discusses semiconductors, regulation of tech companies in China, and India’s road to recovery.

CIO Matthew Benkendorf discusses challenges in the regulatory and business operating environment, specifically in the tech industry.

Portfolio Manager David Souccar discusses valuations, how to protect against inflation, and areas of the market where investors should tread carefully.

Portfolio manager Ramiz Chalet explores companies with pricing power that can manage well in an inflationary environment

Portfolio Manager Donny Kranson discusses opportunities and risks post-Covid, the importance of pricing power, and why ESG matters.