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
Thinking in 3D: credit investing through the cycle
TwentyFour’s Eoin Walsh explains how bond investors can use the three dimensions of credit – amount, quality, duration – to help maximise or protect returns through different stages of the economic cycle.
TwentyFour
Changing Lanes: rethinking your credit exposure
High-yield bonds can boost fixed income returns in strong markets but can create a drag for investors in downturns. Strategic income strategies give investors more options, allowing them to switch into lower risk securities to access positive returns whatever the road ahead.
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.
