TwentyFour Asset Management TwentyFour Blog | Read | 3 min Feb 02 2023 No, you haven’t missed the fixed income rally Strong performance across markets in January has left some investors feeling they’ve missed out on the rally in bonds. No need to worry, says Felipe Villarroel. Read more
TwentyFour Asset Management TwentyFour Blog | Read | 3 min Jan 18 2023 Time to extract Europe’s elevated bond spreads With projections for European growth and inflation being hastily revised in early 2023, the region’s bonds are still paying investors a premium that may not be around for long, says Dillon Lancaster. Read more
TwentyFour Asset Management TwentyFour Blog | Read | 2 min Jan 10 2023 Fed still on narrow path to soft landing Recent employment data suggests the US economy may escape with a soft landing, a welcome boost to market sentiment in the early days of 2023, says Eoin Walsh. Read more
TwentyFour Asset Management TwentyFour Blog | Read | 3 min Dec 01 2022 Labour market the driving force for the Fed Following Chairman Powell’s speech last night, George Curtis looks at what the latest labour market data means for the Fed’s war on inflation. Read more
TwentyFour Asset Management TwentyFour Blog | Read | 4 min Oct 14 2022 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. Read more
TwentyFour Asset Management TwentyFour Blog | Read | 3 min Oct 07 2022 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. Read more
TwentyFour Asset Management TwentyFour Blog | Read | 3 min Sep 26 2022 What does market turmoil mean for UK economy? With reaction to the UK’s mini-budget roiling markets for a second day, Felipe Villarroel looks at what higher rates and a weaker currency mean for the UK economy. Read more
TwentyFour Asset Management TwentyFour Blog | Read | 2 min Sep 14 2022 Rates volatility not quite over yet With US inflation data once again hammering markets, Mark Holman says that with US Treasury yields likely approaching their peak, a shift in sentiment for risk assets isn’t far away. Read more
TwentyFour Asset Management TwentyFour Blog | Read | 2 min Aug 31 2022 50 or 75? Across the board - both are live Dillon Lancaster evaluates the impact of Powell’s Jackson Hole speech on inflation and why he believes next month is set to be a very important period for central bank meetings. Read more
TwentyFour Asset Management TwentyFour Blog | Read | 2 min Aug 19 2022 Europe vs. the US – it's just a question of value With Europe facing an energy crisis and the UK bracing for a five-quarter recession, a strong allocation bias to the US seems a no-brainer. However, George Curtis says that when looking at relative value in fixed income, the decision is never that simple. Read more
TwentyFour Asset Management TwentyFour Blog | Read | 2 min Aug 11 2022 Hint of inflation peak further fuel for fixed income Investors are eyeing a peak in inflation once more after US data came in lower than expected for the first time this year, and with credit finally seeing positive flows again, George Curtis sees markets grinding tighter over the rest of the summer. Read more
TwentyFour Asset Management TwentyFour Blog | Read | 4 min Aug 08 2022 There is plenty more yield to come in floating rate bonds Fixed rate bond yields may have climbed as markets priced in higher interest rates, but both existing and new investors in floating rate bonds have more to gain as central banks keep hiking, says Pauline Quirin Read more