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
UK banks pass the solvency test
As bondholders, we are comforted by all the banks passing such a severe test.
TwentyFour
This is as good as it gets for linkers
Against a backdrop of 4.20% year-on-year UK consumer price inflation (CPI), if you got your timing right, linkers (inflation-linked UK government bonds) will certainly have outperformed conventional Gilts by some margin.
TwentyFour
When will labour market strength JOLT Treasuries higher?
The labour market in the US shows little sign of weakening, despite the huge number of jobs already created this year.
TwentyFour
Fixed income 2022: Policy, economy and markets must converge
With 2022 expected to be a more challenging year for markets, in his annual outlook TwentyFour Asset Management CEO Mark Holman explains how he believes investors can avoid some big macro headwinds and still target “sensible fixed income-like returns” next year.
TwentyFour
Five questions for bond markets in 2022
TwentyFour Asset Management CEO, Mark Holman, looks at five big questions hanging over fixed income as investors look ahead to 2022.
TwentyFour
Euro CLOs a top pick for 2022
Markets have clearly experienced some periods of volatility this year, and while European CLOs haven’t been immune to this, both fundamentals and prices have been remarkably stable.
