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
Asset-Backed Securities Quarterly Update – October 2022
TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q3 2022 and provides his outlook for the rest of the year.
Fixed Income Boutique
Q4 Global Credit Outlook – Navigating a fragile market
The Corporate Credit team reveals how they plan to navigate the fourth quarter of 2022
Fixed Income Boutique
Brazilian elections: Markets still agnostic on the possible winner
The first round of Brazil’s general elections will take place on Sunday, October 2nd, with former president Luiz Inácio Lula da Silva and the current president Jair Bolsonaro facing each other. Thierry Larose, Portfolio Manager at Vontobel, discusses how markets are viewing the two candidates.
TwentyFour
Elusive rates stability would be turning point for fixed income
With central banks speeding though their hiking cycles, a return to rates stability could allow investors to reap the rewards of bond yields that are unusually high for this point in the cycle.
TwentyFour
The macro outlook has changed significantly – Is a recession upon us?
Partner and portfolio manager, Eoin Walsh, delivered the keynote address at the TwentyFour Fixed Income Conference in London on September 13.
TwentyFour
Short Term Bond Quarterly Update – July 2022
Gordon Shannon reviews Q2 2022 in fixed income and breaks down the resulting risks and opportunities he sees in short term bonds.
