The TwentyFour Blog
Helping investors navigate fixed income markets through timely insights and expert analysis from TwentyFour’s investment team.
Flash Fixed Income: Guilty by association?
When government finances deteriorate, how much of that risk should be priced into the borrowing costs of otherwise healthy businesses?
Insights
Rates justify their rally, and AI isn't a credit problem yet
Volatility has spiked in financial markets over the past couple of weeks, driven by the tech and AI-related sell-off, US midterm elections and falling oil prices.
Navigating credit in a higher yield world
Higher starting yields have unsurprisingly driven a resurgence in demand for multi-asset credit strategies, which may be well placed to take advantage of a structural backdrop that we think will be a tailwind for credit assets in the medium term.
Flash Fixed Income: Guilty by association?
When government finances deteriorate, how much of that risk should be priced into the borrowing costs of otherwise healthy businesses?
No one is buying OATs. Will the ECB?
French government bonds (OATs) keep on breaking records and psychological barriers, with the latest being 10-year yields smashing through 5% for the first time since 2002 this week.
Portfolio Insights: Asset-Backed Securities – October 2026
TwentyFour Asset Management’s Pauline Quirin reflects on a quarter in which securitised markets remained resilient despite interest rate volatility and growing concerns around inflation.
Portfolio Insights: Investment Grade – October 2026
TwentyFour Asset Management’s Gordon Shannon reflects on a quarter shaped by higher energy prices, persistent inflation and government bond volatility.