Replay: The new multi-plural world — Macro divergence meets yield
You can now watch the replay of our webinar: The new multi-plural world: Macro divergence meets yield
Please join us for an exclusive webinar in which our fixed income experts will discuss their 2026 bond-market projections and offer insights on navigating the current environment, including:
- How the “K-shaped” economy is complicating the Fed’s policy outlook and masking market disparities
- Why tight credit spreads and inefficiencies in corporate bond markets may open the door for alpha generation in developed and emerging markets
- How strong performance, continued sovereign rating upgrades, and sustained inflows could support emerging market debt
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Insights
Fixed Income Boutique
EM IG – the defensive corner of fixed income
As investors face tariffs, muted growth, and geopolitical risk, the Fixed Income team explains how emerging-market investment-grade bonds can provide yield and global diversification.
TwentyFour
The pain is getting real for those long cash
In November 2023, we estimated that holding cash, as opposed to staying invested, could cost investors 10-30% over a three-year period. At the time, we highlighted that interest rates had reached their cyclical peaks and were likely to decrease from that point.
TwentyFour
Flash Fixed Income: Rate cuts won’t help long-dated bonds
With the Fed’s stance suggesting it is prioritising growth over sticky inflation risks, volatility in longer dated bonds is likely to persist and the case for increasing duration in fixed income is not compelling.
Asset management
Replay: The new multi-plural world — Macro divergence meets yield
You can now watch the replay of our webinar: The new multi-plural world: Macro divergence meets yield
TwentyFour
TwentyFour Conference: Keynote presentation
Felipe Villarroel delivered the keynote address at TwentyFour Asset Management’s Annual Conference in London on September 9, 2025.
Fixed Income Boutique
EM local-currency: more reasons to maintain our high conviction
Strong performance of EM local currency bonds has been driven by a bearish US dollar and fundamental factors supporting sustainable appreciation toward a stronger equilibrium.
Fixed Income Boutique
Emerging-market investment-grade bonds as a strategic anchor
With strong fundamentals, broad region and sector diversification, and a track record of weathering financial crises, emerging-market investment-grade (EM IG) bonds have evolved into a high-quality asset class, in our view. Yet, despite a robust risk-return profile, EM IG remains significantly underrepresented in actively managed, dedicated strategies.
Fixed Income Boutique
Rating upgrades and renewed inflows support EM hard-currency bonds
Accelerating rating upgrades and renewed inflows into the asset class are likely to support EM spreads relative to their historical levels and other credit markets. Absent a major global shock, we expect EM bonds to remain resilient, offering stable carry even if capital appreciation becomes more difficult to capture.
TwentyFour
Asset-backed finance: How does Europe stack up?
The $5.2tr asset-backed finance (ABF) market represents a growing opportunity to gain exposure to high quality loan pools and the returns they can generate.
TwentyFour
Flash Fixed Income: Forget tariffs, watch the US labour market
The Trump administration’s immigration policy leaves the US labour market at a pivotal juncture.
TwentyFour
Investment Grade Quarterly Update – July 2025
TwentyFour Asset Management’s Gordon Shannon reflects on a volatile but resilient second quarter of 2025 for the Investment Grade team, shaped by shifting tariff policies and evolving central bank actions.
TwentyFour
Multi-Sector Bond Quarterly Update – July 2025
In his latest update, TwentyFour Asset Management’s George Curtis looks back at a volatile yet resilient Q2 2025 for the Multi-sector bond team.