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
The Conditions for Tapering Already Exist
With ample job openings, inflation well ahead of target, financial conditions that are certainly not tight and strong economic growth, the obvious question is what does the Fed need to see to finally start tapering its asset purchases?
TwentyFour
Three tips for bond issuers on ESG data
TwentyFour Asset Management’s portfolio management team offer bond issuers three tips on improving their ESG data disclosure, and explain why companies shouldn’t attempt to fool them.
TwentyFour
Five lessons we’ve learned from sustainable bond investing
Graeme Anderson shares five lessons from sustainable bond investing, including how E and S are catching up to G and why Coca-Cola scores higher than Tesla.
TwentyFour
ESG: What makes 34…our chosen score
In recent months and years we have seen remarkable growth in the number of ESG-focused or sustainable investment strategies being offered by asset managers, a trend that first emerged in the equity market but is now making itself felt in the world of fixed income.
TwentyFour
Credit Backdrop Shows More Upside for Euro High Yield
Despite the impressive returns of Euro HY over the last year or so, the backdrop for the asset class continues to suggest there is more upside to come.
TwentyFour
Keeping your cool while headlines scream inflation
For bond investors, evidence of rising inflation represents the most resonant market story of 2021. In in his latest article Mark Holman, CEO of TwentyFour Asset Management (a boutique of Vontobel Asset Management), outlines the considerations for bond investors as they navigate credit market during the remainder of 2021.
