TwentyFour Asset Management TwentyFour Blog | Read | 3 min Apr 27 2023 European banks continue to deliver, on earnings and calls As earnings season kicks off in Europe, Eoin Walsh looks at what impact, if any, recent volatility in the banking sector has had on European banks. Read more
Vescore Market Update | Read | 4 min Apr 25 2023 Will the liquidity gloss-over last? Markets are celebrating central-bank liquidity provisions for banks, recent inflation retreats, and a positive start of the Q1 earnings season: Permission to participate - but not without a grain of salt as the Fed gears up for its next rate hike and recession risks linger on. Read more
TwentyFour Asset Management Market Update | Watch | 4 min Apr 20 2023 Multi-Sector Bond Quarterly Update – April 2023 Following a busy quarter in bond markets, Portfolio Manager Charlene Malik reflects on macro events and discusses how our Multi-Sector Bond team have responded. Watch now
TwentyFour Asset Management Market Update | Watch | 3 min Apr 20 2023 Investment Grade Quarterly Update – April 2023 Partner and Portfolio Manager Chris Bowie discusses recent Q1 events and gives an outlook for Investment Grade for the next quarter. Watch now
TwentyFour Asset Management Market Update | Watch | 5 min Apr 20 2023 Asset-Backed Securities Quarterly Update – April 2023 Partner and Portfolio Manager, Aza Teeuwen, discusses the impact of Q1 events on the European ABS market and how he expects the markets to respond moving forward. Watch now
TwentyFour Asset Management TwentyFour Blog | Read | 3 min Mar 31 2023 European Banking crisis fears overdone? With headlines suggesting that deposit outflows in the banking sector are causing concern, Felipe Villarroel looks at the data which suggests that European banks remain resilient. Read more
TwentyFour Asset Management TwentyFour Blog | Read | 2 min Mar 28 2023 What is in the price of AT1s after the sell off? After a volatile few days in bank capital, Felipe Villarroel looks at how AT1s are pricing after the sell off. Read more
TwentyFour Asset Management TwentyFour Blog | Read | 3 min Mar 20 2023 Rules of the Game - from Swiss Finish to Finished Swiss regulators' decision to bail out Credit Suisse equity holders while wiping out AT1 debtholders will see long-term effects on bank debt markets and likely legal action says Eoin Walsh Read more
Vescore Market Update | Read | 4 min Mar 17 2023 “All bets are off” – really, though? The short answer is no. But following the collapse of Silicon Valley Bank and the Credit Suisse shake-up, markets are indeed behaving like all bets are off. However, inflation is still up and a hard landing has become more probable. Time for a quick reality check. Read more
TwentyFour Asset Management TwentyFour Blog | Read | 3 min Mar 15 2023 Credit Suisse - In the Eye of the Storm Partner Eoin Walsh explores what the potential outcome of regulatory intervention for Credit Suisse could mean as negative headlines persist for the bank. Read more
Vontobel Multi Asset Boutique Market Update | Read | 3 min Mar 14 2023 Central bank tightening begins to claim its first victims: isolated case or systemic risk? With the collapse of Silicon Valley Bank dominating media headlines and fueling questions among investors, Mario Montagnani explains why our Multi Asset Boutique believes it is a company-specific, isolated case. Read more
TwentyFour Asset Management TwentyFour Blog | Read | 2 min Mar 10 2023 Idiosyncratic or wider bank issue? Deposit outflows at Silicon Valley Bank raise concerns over lending quality and mark-to-market losses, but is this a wider issue for the global banking sector? Read more