Fixed Income Boutique
Fixed Income Quarterly
Each quarter, our experts from the Fixed Income Boutique deliver actionable insights to help you make sense of the global fixed income universe. They uncover key risks, opportunities, and trends.
TwentyFour
Flash Fixed Income
Taking inspiration from the “flash” economic indicators that offer markets a preview of the final numbers, Flash Fixed Income is a monthly outlook that keeps investors ahead of the curve by dissecting the major trends across the global bond markets.
Fixed Income Boutique
Why should fixed income investors take the perceived extra risk with emerging markets?
This latest article from Fixed Income explores the potential of Emerging Markets (EM) in the current economic landscape, despite significant outflows and perceived risks. Despite outflows and perceived risks, EMs offer promising opportunities for fixed income investors.
TwentyFour
Global headlines aplenty but trends continue
For the fixed income fanatics amongst us, June was always going to be one for the books with all three of the major central banks meeting, elections, and continued data.
Fixed Income Boutique
What Mexico’s elections could mean for markets
From the potential for maintaining a status quo that has delivered stability and decent returns in the last few years, to the risks of renewed volatility during a potential second Trump presidency, our latest article from Fixed Income on the upcoming elections in Mexico provides a comprehensive analysis.
TwentyFour
The duration deliberation - to extend or not to extend?
TwentyFour Asset Management’s Chris Bowie, takes a closer look at how he is thinking about duration within fixed income portfolios and shows how following conventional wisdom on duration might prove costly for some investors this year.
TwentyFour
Finding quality in fixed income
Quality investing in the fixed income sector is as much about making sure that we avoid the losers as it is about trying to pick the winners.
TwentyFour
Don't miss out on scarcity premium in AT1s
The first four months of this year have seen €11.6bn in gross Additional Tier 1 (AT1) issuance from European banks, across euros, dollars and sterling markets.