Multi-Sector Bond Quarterly Update – April 2021
TwentyFour
George Curtis discusses how credit markets have performed in Q1 2021 and provides his outlook for the year ahead.
Share via
Ver siguiente:
US Treasury intervention unlikely to provide lasting supportInsights relacionados
TwentyFour
US Treasury intervention unlikely to provide lasting support
The US Treasury Department surprised markets yesterday afternoon by announcing an increase in its buyback operations, which will “at least double” to $4bn, from 9 September to 4 November.
Leer más
TwentyFour
Los tres pilares del Multi-Asset Credit en TwentyFour
La estrategia Multi-Asset Credit de TwentyFour se basa en un enfoque de tres pilares centrado en las rentas, el valor relativo y un alfa diferenciado. Esto permite a nuestros gestores de activos emplear una asignación dinámica para tratar de lograr sólidas rentabilidades ajustadas al riesgo en el crédito global.
Leer más
TwentyFour
Flash Fixed Income: Sorteando los baches en los mercados de crédito
Los activos de crédito registraron un buen comportamiento en general en la primera mitad de 2026, a pesar de la volatilidad periódica impulsada por la guerra en Irán y las preocupaciones en torno a la disrupción de la IA y al crédito privado.
Leer más
TwentyFour
Portfolio Insights: Investment Grade – July 2026
TwentyFour Asset Management’s Gordon Shannon reflects on a quarter shaped by geopolitical tensions, government bond volatility and shifting central bank expectations.
Ver ahora
TwentyFour
Portfolio Insights: Multi-Sector Bond – July 2026
TwentyFour Asset Management’s Diva Bashay reflects on a quarter which tested market sentiment through geopolitical tensions, shifting interest rate expectations and UK political developments.
Ver ahora
TwentyFour
Portfolio Insights: Asset-Backed Securities – July 2026
TwentyFour Asset Management’s Elena Rinaldi reflects on a quarter in which Asset-Backed Securities (ABS) and Collateralised Loan Obligation (CLOs) markets demonstrated resilience despite heightened geopolitical and market volatility.
Ver ahora