Insights

Love ‘em or hate ‘em, colloquial expressions are part of our daily life. In this Viewpoint, Senior Analyst Jim Stahl reveals his love of plain English and dislike of jargon-led market commentary. With him we “cut to the chase” to get a clear picture of the US high yield market.

So far, lockdown restrictions have suppressed each wave of the virus; will the competent authorities have the conviction to see this latest wave through without erring on the side of caution once again?

A country-by-country outlook for EM tourism-dependent countries from EM bonds expert Carlos De Sousa

TwentyFour Partner and Chairman Graeme Anderson discusses the firm’s ESG developments during Q2 2021 and presents its plan for the coming months.

TwentyFour's CEO, Mark Holman, discusses market conditions in Q2 2021 and provides his outlook for the year ahead.

Whether the Bank of England halts all purchases in August or merely begins to slow the pace of purchasing later in Q4 this year, by 2022, less technical support will exist for gilts.

TwentyFour Partner and Portfolio Manager, Gordon Shannon, discusses how Investment Grade markets have performed in Q2 2021 and provides his outlook for the upcoming months.

TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q2 2021 and provides his outlook for the year ahead.

Recently, ESG investing has caught flak as powerful voices claim that ESG makes an unattractive value proposition to investors. However, none of these views withstand a hard look at reality.