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
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.
TwentyFour
EM looks very cheap, but patience a virtue
Emerging markets assets have endured a lot of punishment during 2021.
TwentyFour
Where is the yield in floating rate bonds?
With floating rate assets likely to be high on investors’ shopping lists for 2022, Doug Charleston looks at the floating rate options across fixed income and highlights the highest yielding opportunities.
TwentyFour
Credit exposure should be smart and short in 2022
Fundamentally the outlook for 2022 appears less supportive than it was 12 months ago.
TwentyFour
The Rodney Blog 2022: Policy, economy and markets must converge
What we are currently experiencing is a disconnect between monetary policy, the economy and the markets, a disconnect that in our view will struggle to survive much longer.
