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TwentyFour Blog

TwentyFour
Global ABS: A cloudy outlook from sunny Barcelona
Jun 22 2022 TwentyFour Blog

Global ABS: A cloudy outlook from sunny Barcelona

After two COVID-hit years last week the European ABS market decamped once again to Barcelona for the 26th annual AFME & IMN Global ABS conference.
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TwentyFour
Credit Suisse’s chunky coupon a sign of the times
Jun 20 2022 TwentyFour Blog

Credit Suisse’s chunky coupon a sign of the times

After 18 months of difficult headlines Credit Suisse could ill afford more negative press, and we therefore welcomed its decision to refinance its 7.125% Additional Tier 1 (AT1) bond last week at its first call date.
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TwentyFour
ABS spreads are pricing in a lot of downside
Jun 20 2022 TwentyFour Blog

ABS spreads are pricing in a lot of downside

In fast-moving markets there is no perfect time to provide an update on valuations.
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TwentyFour
The Early Bird Catches the MPR Worm
Jun 13 2022 TwentyFour Blog

The early bird catches the MPR worm

Inflation rates have been rising for over a year now. While the increasing levels may eventually moderate, inflation is still likely to be with us for some time, especially with the Russian invasion of Ukraine exacerbating post-Covid supply constraints.
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TwentyFour
Widening spreads are not the only consideration for AT1 investors
Jun 10 2022 TwentyFour Blog

Widening spreads are not the only consideration for AT1 investors

Given the widening of spreads in Additional Tier 1 (AT1) bonds, in line with general spread widening across all of credit, the prospect of AT1s not being called on their first call date is beginning to generate a few headlines again.
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TwentyFour
Has inflation peaked? Ask the housing market.
Jun 06 2022 TwentyFour Blog

Has inflation peaked? Ask the housing market.

Given inflation has been running hot for more than a year now, it was no surprise to see the recent dip in US data greeted with a muted sigh of relief across the markets.
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TwentyFour
AT1 issuance offers optimism for credit investors
Jun 01 2022 TwentyFour Blog

AT1 issuance offers optimism for credit investors

The past couple of weeks have seen a flurry of new issuance as rates and credit markets have stabilised, and the European summer lull is approaching fast.
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TwentyFour
Value has returned to AAA CLOs
May 31 2022 TwentyFour Blog

Value has returned to AAA CLOs

We can debate whether the European Central Bank is behind the curve or not, but Christine Lagarde says rates will be in non-negative territory by September.
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TwentyFour
How advanced is the current cycle?
May 27 2022 TwentyFour Blog

How advanced is the current cycle?

The most important asset allocation decisions for global investors ought to originate by answering a seemingly simple question: Where in the cycle are we?
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TwentyFour
Food for thought from the Fed
May 26 2022 TwentyFour Blog

Food for thought from the Fed

The Federal Reserve minutes for meetings held on the 3-4th May were released last night, and for markets that have been beaten up by rates volatility, they provided some interesting takeaways.
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TwentyFour
European high yield supply drought will ease
May 24 2022 TwentyFour Blog

European high yield supply drought will ease

European high yield supply has endured its weakest start to a year in over a decade. The total supply to May 13th equalled €12.89bn, a fall of 75% year on year, with the market effectively closed for a large portion of the year.
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TwentyFour
What has driven yields higher – rates or credit size
May 24 2022 TwentyFour Blog

What has driven yields higher – rates or credit?

With investors having endured a painful period of rising yields in 2022, Mark Holman looks at whether rates weakness or credit spread widening has been most to blame.
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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.

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