Speculation on the timing of the Bank of England’s first post-pandemic rate hike has been rife. But whether the BoE hikes rates later this week, next month or even waits until after year-end, it is worth thinking about what it will mean for the general public, a step away from the financial markets.

Will mortgage borrowers cope when the BoE hikes?

A big week for rates with the BoE centre stage
Following a turbulent week for rates markets, Eoin Walsh outlines what investors can expect as the Bank of England and other central banks meet this week.

Is There Value in Student Housing CMBS?
With a student housing CMBS deal recently brought to market, Kevin Law evaluates the sector’s outlook in the aftermath of COVID-19

Supply Chain Reaction Increases Pressure on Fed
With all eyes on November 3 and the Fed’s next move, Paul Kim looks at supply chain disruption in the US and how its cost pressures have shifted the narrative on ‘transitory’ inflation.

Asset-Backed Securities Quarterly Update – October 2021
TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q3 2021 and provides his outlook for the rest of the year.

Investment Grade Quarterly Update – October 2021
TwentyFour Portfolio Manager, Diana Chiu, discusses how Investment Grade markets have performed in Q3 2021 and provides her outlook for the rest of the year.

Multi-Sector Bond Quarterly Update – October 2021
A member of the Multi-Sector Bond team discusses market conditions in Q3 2021 and provides her outlook for the rest of the year.

European ABS and CLOs Resilient Amid Volatility
After a mixed start to Q4 for risk assets, Elena Rinaldi examines how European ABS and CLO assets have fared so far in Q4 and the factors currently affecting both markets.

ESG Quarterly Update – October 2021
TwentyFour Partner and Chairman Graeme Anderson discusses the firm’s ESG developments during Q3 2021 and presents its plan for the coming months.

BoE Rate Hikes Would Be Music to ABS Ears
Let’s not forget that the BoE dropped rates from 0.75% right down to 0.1% at the start of the COVID-19 pandemic back in March 2020, having only managed to put through two hikes in 2017 and 2018. It has changed course sharply before.

Investor Nervousness Priced In?
Fixed income markets have experienced a reasonable correction over recent weeks and, for higher-yielding indices at least, their first negative period so far this year.

Can Demand Keep Pace With Record High Yield Supply?
Given the prospect of central bank tapering and ultimately interest rate rises are looming ever larger, it is no surprise dealmakers are trying to take advantage of attractive financing terms while they still exist.
Blog updates
Stay up to date with our latest blogs and market insights delivered direct to your inbox.