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
Labour market the driving force for the Fed
Following Chairman Powell’s speech last night, George Curtis looks at what the latest labour market data means for the Fed’s war on inflation.
TwentyFour
Fixed Income 101: Trading ABS and CLOs
Bids Wanted in Competition (or BWIC) lists are a unique characteristic of the ABS and CLO markets, where they are widely used in secondary trading when investors are looking to sell bonds.
TwentyFour
Fixed Income 101: Inflation-linked bonds
Inflation is widely understood to be bad for bonds. Fundamentally, this is because inflation erodes the value of the coupon and principal payments that fixed rate bondholders receive in the future.
TwentyFour
Are short term bonds the ‘best game in town’?
With investors caught between inflation and recession, TwentyFour Asset Management’s Chris Bowie argues current valuations in short term, investment grade bonds can offer portfolios both downside protection and attractive yields.
Fixed Income Boutique
Chinese property sector: A gradual recovery focused on long-term stability
China’s authorities have recently revealed coordinated measures to alleviate the pressure on its property sector. The government tried to help the sector in the past year but failed; however, this time could be more determined and effective.
Asset management
Must ESG be bad news for emerging markets?
As part of Vontobel’s FT Moral Money Forum partnership, Christel Rendu de Lint, our deputy head of investments, weighs in on the complexities that accompany ESG in emerging markets.
