Insights Topic
Fixed income
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.
TwentyFour
One year on from the collapse of Credit Suisse - and what a year it has been for AT1s
Almost a year ago to the day, we were in the midst of banking sector turmoil, which started off with regional banks in the US and spilled over to Europe, eventually culminating in the forced merger between Swiss banks UBS and Credit Suisse.
TwentyFour
Income is back: five reasons to invest in bonds in 2024
After some troubled years, bonds are back. In a big way. Our team explains the reasons why we believe bonds are poised to be one of the most attractive risk/reward propositions of the coming year.
Fixed Income Boutique
Fixed income quarterly update videos
What does the environment look like for Credit in 2024? And what are the fundamentals for emerging-market corporates this year? Wouter Van Overfelt and Mondher Bettaieb-Loriot discuss some of the hot topics for fixed income in emerging markets and developed markets, respectively.
Asset management
A question of perception: how quality investing evolves over time
Over time the definition of quality has broadened and become subject to a variety of interpretations, with sometimes significant divergence in the performance of quality strategies depending on market conditions.
TwentyFour
‘Let’s be honest, this is a good economy’: the Fed’s comments unpicked
Yesterday was an eventful day for markets. We started off with inflation data in Europe, followed by an earnings release by New York Community Bank that showed large provisions in their commercial real estate loan book, before moving onto the Fed’s Federal Open Market Committee meeting
Fixed Income Boutique
January: A standout month for Emerging Market debt issuance
January is on track to be a standout month for EM debt issuance. Our Fixed Income boutique’s Sergey Goncharov reviews which sovereigns and corporates are issuing EM debt and takes the pulse of the current environment that they’re operating in.
