Short dated credit: why front-end yields are hard to ignore

Short-dated credit: Why front-end yields are hard to ignore

The conflict in Iran has driven a sharp repricing at the front-end of rates markets, pushing central bank expectations from cuts to hikes in a matter of weeks. While the reaction is understandable given the inflationary impact, the scale of the move has left front-end yields on a more attractive footing.

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Italian banks step up consolidation efforts

Jun 08 2026 TwentyFour Blog

Italian banks step up consolidation efforts

The Italian banking sector has kicked off the week with news of a potentially blockbuster merger, showing the theme of mergers and acquisitions (M&A) in European banking is very much alive.

As reinvestment ends, the 2021 and 2022 vintages are testing CLO managers

Jun 04 2026 TwentyFour Blog

As reinvestment ends, the 2021 and 2022 vintages are testing CLO managers

In 2026, we are at a crucial juncture for European CLO managers. The 2021 and 2022 vintages are reaching the end of their reinvestment period. Understanding why this is significant is vital to grasping the current state of the CLO markets.

Short dated credit: why front-end yields are hard to ignore

Jun 02 2026 TwentyFour Blog

Short-dated credit: Why front-end yields are hard to ignore

The conflict in Iran has driven a sharp repricing at the front-end of rates markets, pushing central bank expectations from cuts to hikes in a matter of weeks. While the reaction is understandable given the inflationary impact, the scale of the move has left front-end yields on a more attractive footing.

Falling UK net migration and what it means for labour markets

Jun 01 2026 TwentyFour Blog

Falling UK net migration and what it means for labour markets

The Office for National Statistics (ONS) recently published the UK’s net migration figures for the second half of 2025. The data shows that the downward trend from the extreme post-Covid levels continues.

The return of the LBO in a selective market

May 29 2026 TwentyFour Blog

The return of the LBO in a selective market

Persistent macroeconomic volatility, geopolitical tensions and AI-driven disruption have all shaped the start of 2026. It has also marked the return of the leveraged buyout (LBO).

TwentyFour Asset Management Expands US Sub-Advisory Relationship with American Beacon

May 22 2026 News

TwentyFour Asset Management Expands US Sub-Advisory Relationship with American Beacon

TwentyFour Asset Management (“TwentyFour”), a specialist fixed income boutique, notes the announcement by American Beacon Advisors, Inc. (“American Beacon”) regarding a series of proposed transactions involving three City National Rochdale Funds currently advised by RBC Rochdale, LLC.

Flash Fixed Income new imagery - 1

May 22 2026 Flash Fixed Income

Flash Fixed Income: The UK political crisis premium

UK government bond yields have pushed higher this month as markets have digested a building political crisis, with the prime minister, Sir Keir Starmer, now set to face a Labour Party leadership contest following dire local election results on May 7.

European bank results show little impact from Middle East conflict

May 15 2026 TwentyFour Blog

European bank results show little impact from Middle East conflict

European bank results for the first quarter of 2026 have revealed a strong start to the year, allaying some of the concern that the prolonged conflict in the Middle East might impact bank fundamentals to some extent.

Deal selection critical as credit shrugs off Iran conflict

May 12 2026 TwentyFour Blog

Deal selection critical as credit shrugs off Iran conflict

Credit markets have been remarkably resilient in the face of significant geopolitical and macroeconomic volatility in recent weeks.