TwentyFour
Strategic Income Quarterly Update – January 2023
A member of our Multi-Sector Bond discusses market conditions in Q4 2022.
Insights Topic
Monetary Policy
TwentyFour
Asset-Backed Securities Quarterly Update – January 2023
TwentyFour Partner and Portfolio Manager, Douglas Charleston, describes the developments of the ABS market in Q4 2022.
Fixed Income Boutique
2023 Global Credit Outlook – Our 10 most burning questions
Welcome to 2023! At the start of the new year, bonfire rituals across the globe celebrate the time for renewal. Our Global Corporate Bond team have evaluated perspectives for the market by asking themselves the ten most burning questions for the year ahead – and finding the answers.
Conviction Equities Boutique
3 cycles to boost Emerging Market equities going into 2023
Following a difficult and volatile 2022, there are sound reasons to believe that EM equities could deliver a strong rebound in 2023. Along with compelling relative valuations of EM equities, we identified three key cycles that have the potential to provide a positive boost to EM equities next year.
Quality Growth Boutique
When the music stops: preparing your portfolio for the end of easy money
As the cycle of market excesses comes to an end, how can investors prepare? Tilt towards a portfolio of less-cyclical companies with pricing power; don’t mistake quality companies for those with an exciting story; and watch out for underestimated risks, such as carbon emission liabilities.
TwentyFour
Strategic Income Quarterly Update – October 2022
George Curtis looks at market conditions in the third quarter of 2022.
TwentyFour
Short Term Bond Quarterly Update – October 2022
TwentyFour Portfolio Manager, Johnathan Owen, explains how investment grade markets have performed in Q3 2022.
TwentyFour
Has the UK risk premium gone too far?
With some UK bank bonds now trading with higher yields than their counterparts in Turkey, Mark Holman questions whether the dumping of UK and sterling assets has gone too far.
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.
TwentyFour
Are BBBs still the place to be?
With rates volatility persisting and developed markets likely sliding toward recession, Jack Daley revisits our research on BBB defaults and returns and explains why we tend to maintain a significant allocation to BBB credit.
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
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.