TwentyFour
Strategic Income Quarterly Update – October 2022
George Curtis looks at market conditions in the third quarter of 2022.
Insights Topic
Fixed Income
TwentyFour
Short Term Bond Quarterly Update – October 2022
TwentyFour Portfolio Manager, Johnathan Owen, explains how investment grade markets have performed in Q3 2022.
TwentyFour
Asset-Backed Securities Quarterly Update – October 2022
TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q3 2022 and provides his outlook for the rest of the year.
Fixed Income Boutique
Q4 Global Credit Outlook – Navigating a fragile market
The Corporate Credit team reveals how they plan to navigate the fourth quarter of 2022
Fixed Income Boutique
Brazilian elections: Markets still agnostic on the possible winner
The first round of Brazil’s general elections will take place on Sunday, October 2nd, with former president Luiz Inácio Lula da Silva and the current president Jair Bolsonaro facing each other. Thierry Larose, Portfolio Manager at Vontobel, discusses how markets are viewing the two candidates.
TwentyFour
Elusive rates stability would be turning point for fixed income
With central banks speeding though their hiking cycles, a return to rates stability could allow investors to reap the rewards of bond yields that are unusually high for this point in the cycle.
TwentyFour
The macro outlook has changed significantly – Is a recession upon us?
Partner and portfolio manager, Eoin Walsh, delivered the keynote address at the TwentyFour Fixed Income Conference in London on September 13.
TwentyFour
Short Term Bond Quarterly Update – July 2022
Gordon Shannon reviews Q2 2022 in fixed income and breaks down the resulting risks and opportunities he sees in short term bonds.
TwentyFour
Strategic Income Quarterly Update – July 2022
A member from our Multi-Sector Bond team reviews the main market drivers in the second quarter of 2022 and explains how the Strategic Income team is tackling today’s environment.
TwentyFour
Asset-Backed Securities Quarterly Update – July 2022
Douglas Charleston looks at the development of the European ABS market in the second quarter of 2022 and explains what this could mean for investors going forward.
Fixed Income Boutique
4 reasons why EM local currency debt could be the phoenix of fixed income
In this fixed income mid-year outlook, Portfolio Manager Carlos de Sousa, explains why the overlooked and much maligned emerging market local-currency asset class may be the phoenix of fixed income.
TwentyFour
Will high yields stay high?
For all of these observations, there is one common observation – yields did not stay at these high levels for very long.