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Macroeconomics

TwentyFour
The Rodney blog 2024: strong returns ahead
Dec 07 2023 TwentyFour Blog

Fixed Income outlook 2024: strong returns ahead

After a horrible year for financial markets in 2022, the macro-outlook for 2023 had a lot of consensus views, with most predicting a much better year ahead, helped by supportive rate cuts from central banks and positive returns from both government bonds and credit.  
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TwentyFour
Speed is now of the essence in the bond markets
Oct 11 2023 Market Update

Speed is now of the essence in the bond markets

After what can only be described as a relatively dire year for fixed income in 2022, during which spiralling inflation led to one of the most aggressive rate hiking cycles on record, we believe the market for bonds is now looking much healthier.
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Fixed Income Boutique
2023-09-26Theendsprintfor2023teaser
Sep 28 2023 Viewpoint

The end sprint for 2023: five reasons why investment grade bonds could deliver the extra edge

Short-term government bonds have enjoyed heightened levels of attention this year, but what will give fixed income investors that extra performance boost as the finish line for 2023 draws closer? Our Fixed Income Boutique’s corporate bond team shares five reasons why switching to actively managed investment grade bond funds could deliver that extra edge.
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TwentyFour
Reinvestment risk growing, along with the soft landing narrative
Jul 19 2023 TwentyFour Blog

Reinvestment risk growing, along with the soft landing narrative

What level of risk are investors willing to take? As central bank rates hike and a soft landing narrative makes its way into analysts’ forecasts, Eoin Walsh takes a look at what affects this has on investment risk and reinvestment risk.
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TwentyFour
Soft landing narrative taking hold
Jul 18 2023 TwentyFour Blog

Soft landing narrative taking hold

What sort of landing will the global economy experience? With the recent release of the US CPI report, inflation has been on a downward trend and the resilient activity data has continued to surprise many. This report has acted as a trigger of sorts for increasing calls for a soft landing.
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Fixed Income Boutique
2023-06-15_central-banks-at-the-fork-in-the-road_teaser
Jun 14 2023 Viewpoint

Central banks at the fork in the road

As the US Federal Reserve meets this week, what should investors brace for? Our Head of Corporate Credit Mondher Bettaieb Loriot suggests Fed officials are likely to hit the pause button on rate hikes as inflation and growth keep trending down. Across the Atlantic, however, the European Central Bank might not be ready to apply the brakes just yet.
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TwentyFour
A busy week ahead for central banks
Jun 12 2023 TwentyFour Blog

A busy week ahead for central banks

What can we expect from central banks this week? Felipe Villarroel looks at how recent CPI prints in the Eurozone and in the United States are expected to influence upcoming central bank monetary policy decisions.
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TwentyFour
European consumers not expecting a hard landing
Jun 08 2023 TwentyFour Blog

European consumers not expecting a hard landing

What have we learnt from the ECB’s Consumer Expectations Survey? Felipe Villarroel discusses how latest changes in the consumer’s expectations of the economy reflect that the ECB’s monetary policy is actually working.
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Fixed Income Boutique
2020-04-02_em-bonds-a-rocky-road-towards-recovery_teaser
May 09 2023 Outlook

Emerging Market Bonds - First quarter 2023 review and outlook

Wouter Van Overfelt, Head of Emerging Market Corporates and Luc D’hooge, Head of Emerging Markets Bonds, provide a review on the developments in the first quarter, the current positioning of the strategies as well as an outlook for the remainder of 2023.
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Fixed Income Boutique
2023-03-07_the-eternal-return-corporate-bonds-spring-back-to-life_teaser
Apr 26 2023 Viewpoint

Ready for takeoff? Are corporate bonds set for a smooth climb?

After the “great repricing” of 2022, is corporate credit now ready for takeoff? Our corporate credit experts, Mondher Bettaieb Loriot and Christian Hantel, analyze the reasons behind the revival of high-grade corporate credit and explain why they remain optimistic about investment-grade markets in Europe and the US.
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Quantitative Investments
2023-03-08_2023-03-08_six-reasons-why-inflation-may-feel-like-gum-on-your-shoe_teaser
Mar 09 2023 Market Update

Six reasons why inflation may feel like gum on your shoe

Inflation may be like gum on your shoe – annoying and, above all, hard to remove. Sticky inflation is a scenario that has been in the cards for quite a while already but now seems to receive more weight as a probable outcome. There are six reasons for this display of stubbornness which may disappoint those who thought inflation would come off easily.
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TwentyFour
Asset-Backed Securities Quarterly Update – January 2023
Jan 19 2023 Market Update

Asset-Backed Securities Quarterly Update – January 2023

TwentyFour Partner and Portfolio Manager, Douglas Charleston, describes the developments of the ABS market in Q4 2022.
Watch now
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The information, analyses and opinions contained on this website has been prepared by Vontobel Asset Management. Vontobel Asset Management is the brand name for the asset management business of Vontobel Holding AG and its affiliates worldwide including Vontobel Asset Management, Inc. (“Vontobel”, “us” or “we”) and TwentyFour Asset Management (US) LP. Vontobel Asset Management, Inc. and TwentyFour Asset Management (US) LP are registered with the U.S. Securities and Exchange Commission (“SEC”) as investment advisers under the U.S. Investment Advisers Act of 1940, as amended. Registration as an investment adviser does not imply any level of skill or training. Additional information about Vontobel Asset Management, Inc. is available on the firm’s Form ADV. Additional information about TwentyFour Asset Management (US) LP is available on the firm’s Form ADV.

The information on these pages does not constitute investment advice nor an opinion regarding the appropriateness of any investment, or an offer, solicitation or recommendation to buy or sell any investment instruments, or to effect any transactions, or to conclude any legal act of any kind whatsoever.

Products and services described on this website may not yet be available in all jurisdictions or to all investors. Also, not all investment products referenced are provided by either Vontobel Asset Management, Inc. or TwentyFour Asset Management (US) LP.  To enhance the range of investment products available to our clients, we may utilize the services of Vontobel Asset Management affiliates. Some investment strategies are provided directly by Vontobel Asset Management, Inc., or a Vontobel affiliate under its direct supervision through a participating affiliate structure as per relevant SEC no-action guidance, while others are provided by TwentyFour Asset Management (US) LP.

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