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
Where Did all the Banks Go?
European ABS primary markets have started 2021 at the solid pace that most market participants expected. The market saw a patchy Q4 in which activity petered out early, not helped by the dominant UK market suffering some hesitation whilst tightrope Brexit deal talks went to the wire, but also as a result of a rather more simple fatigue that appeared to have set in.
TwentyFour
Comprehending The Brexit Premium
In our view the rationale for the premium is certainly weakening and, of course, we can no longer call it a ‘Brexit’ premium.
TwentyFour
Short Term Bond Quarterly Update – January 2021
TwentyFour AM partner and portfolio manager Chris Bowie looks back at investment grade credit market performance in 2020 and provides his outlook for 2021
TwentyFour
Strategic Income Quarterly Update – January 2021
George Curtis discusses credit markets in Q4 2020 and provides his outlook for the year ahead
TwentyFour
Asset-Backed Securities Quarterly Update – January 2021
TwentyFour AM partner and portfolio manager Douglas Charleston discusses Q4 performance for ABS markets and provides his outlook for 2021.
TwentyFour
Trio of HY Deals Could Set Tone for 2021
For high yield issuers 2021 has started in a similar vein to 2020, with the technical backdrop providing an attractive environment for capital raising.
