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
Volatility in Rates Eased For Now
This recent stability in the rates curve suggests to us that for now the market is listening to the Fed’s rhetoric and as a result the UST market feels better balanced.
TwentyFour
Asset-Backed Securities – Quarterly Update – April 2021
TwentyFour AM partner and portfolio manager Douglas Charleston discusses how ABS markets have performed in the first quarter of 2021 and provides his outlook for the rest of the year.
TwentyFour
Negative ‘Bond’ Headlines Belie the Reality of Credit’s Strong Performance
With treasury yields moving aggressively higher this year, anyone reading or listening to the financial press will have become very accustomed to headlines highlighting the negative performance of “Bonds”.
TwentyFour
How bond managers can invest responsibly
TwentyFour Asset Management partner and portfolio manager, Chris Bowie, looks at the specific challenges faced by investors wanting to invest sustainably in the bond markets and considers two controversial examples in Tesla and Coca-Cola.
TwentyFour
Sustainability To the Fore as SFDR Kicks In
There are many other aspects of SFDR to discuss and we expect the market to take some time to fully adjust.
TwentyFour
A New Low for Investor Protection in Euro High Yield
Primary deals launched in the European high yield market over the last two weeks have been diverse, and at times opportunistic.
