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
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.
TwentyFour
Brass Builds Momentum in ESG ABS
In terms of execution, it is difficult to assess any ‘ESG premium’ in Brass 10 given the overall strong demand, and in our view it’s still early to weigh the importance of a ‘social’ label for ABS investors.
TwentyFour
The Fed Shows Little Resistance to Higher Yields
The Fed maintained its dovish stance on Wednesday and offered very little in the way of resistance to the ongoing rise in US Treasury yields.
TwentyFour
Green RMBS Is No STORM in a Tea Cup
For most investors this deal would likely be considered a liquidity position, and at a spread of 15bp this is certainly not the sexiest proposition the European ABS market has to offer, but what is interesting about this latest instalment from the STORM platform is what makes the deal ‘Green’.
