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
Strategic Income Quarterly Update – April 2021
George Curtis discusses how credit markets have performed in Q1 2021 and provides his outlook for the year ahead.
TwentyFour
Credit Suisse Pulls Levers to Shore Up Capital
What is most interesting about the CS situation though is that to us it illustrates the ability of large banks to bolster capital when such events occur, and the range of options they have to do it.
TwentyFour
Where Buffett and Dalio are wrong on bonds
TwentyFour Asset Management CEO, Mark Holman, explains why the likes of Warren Buffett and Ray Dalio are warning investors away from fixed income, and points out where he thinks they’re wrong.
TwentyFour
Are bonds still the answer to the income problem?
TwentyFour Asset Management CEO, Mark Holman, explains why he believes investors should still be starting their search for income in bonds, and how they can look to combat further rates weakness by looking globally and targeting the right areas in credit.
TwentyFour
Barclays' Prison Break
ESG conscious investors, ourselves included, of course, are applauding this brave decision by Barclays to put their conscience before profit, but they are not the first to do so.
TwentyFour
Short Term Bond Quarterly Update – April 2021
TwentyFour partner and portfolio manager Gordon Shannon looks at the developments we saw in investment grade credit in the first quarter of 2021 and provides his outlook for the rest of the year.
