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
Curb Your QE
Whether the Bank of England halts all purchases in August or merely begins to slow the pace of purchasing later in Q4 this year, by 2022, less technical support will exist for gilts.
TwentyFour
Strategic Income Quarterly Update – July 2021
TwentyFour's CEO, Mark Holman, discusses market conditions in Q2 2021 and provides his outlook for the year ahead.
TwentyFour
Short Term Bond Quarterly Update – July 2021
TwentyFour Partner and Portfolio Manager, Gordon Shannon, discusses how the short term bond strategy has performed in Q2 2021 and provides his outlook for the upcoming months.
TwentyFour
Asset-Backed Securities Quarterly Update – July 2021
TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q2 2021 and provides his outlook for the year ahead.
TwentyFour
Investors should remember – Powell is not a bond manager
According to Mark Holman, CEO at TwentyFour Asset Management (a boutique of Vontobel Asset Management), he is currently spending at least 40% of his time talking about inflation, or more accurately, why the US Federal Reserve seems to have a different view of inflation to almost everybody else.
TwentyFour
CLO Metrics continue to improve
Based on these metrics, the picture seems rosy, and credit performance looks set to continue through the second half of the year should the main drivers of the recovery remain intact.
