Bond market update from the Strategic Income team
TwentyFour
Markets have gradually begun to stabilise in recent days following further support from governments and central banks around the world in response to COVID-19, including an unprecedented $2 trillion package from the US.
In this update, TwentyFour Asset Management chief executive, Mark Holman, explains what his Strategic Income team is doing now to lock in higher yields, while avoiding the downside risk that remains as the virus shuts down swathes of the global economy.
Mark explains why he believes government bonds will not offer fixed income investors the protection they once did in the next few years, and why credit should significantly outperform equity in the recovery.
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ABS: A portfolio diversifier for volatile timesInsights apparentés
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ABS: A portfolio diversifier for volatile times
With the Middle East conflict clouding the outlook for inflation and interest rates, TwentyFour Asset Management’s Doug Charleston explains why asset-backed securities (ABS) could be a valuable diversifier for fixed income investors looking to deal with further volatility.
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AT1s: A perception change is long overdue
Since their introduction in 2013, AT1 bonds have acted as a valuable kicker for many fixed income funds, having consistently delivered excess return over more mainstream credit markets such as high yield bonds over the medium term.
TwentyFour
The state of play in fixed income as Iran tensions reignite
With tensions in the Strait of Hormuz increasing over the weekend and markets getting used to oil prices well in excess of $100 per barrel, this seems an opportune moment to zoom out and look at the state of play in fixed income markets, considering the unsettling reality of a longer-than-expected conflict in the Middle East.
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Flash Fixed Income: Risks unbalanced as “war premium” fades
Sharp swings in government and corporate bond markets since the onset of the Middle East conflict pose interesting questions for fixed income investors.
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Portfolio Insights: Asset-Backed Securities – April 2026
TwentyFour Asset Management's Aza Teeuwen reflects on a volatile start to 2026, and explains why European ABS continues to provide relative stability over the quarter, particularly in investment grade.
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Portfolio Insights: Multi-Sector Bond – April 2026
TwentyFour Asset Management’s Felicity Juckes discusses how geopolitics, inflation and shifting risk sentiment shaped fixed income markets in the first quarter of 2026, and why the focus has remained on high‑quality credit.