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  • Flash Fixed Income: Iran shock is driving central banks apart
  • CLOs reprice as software and geopolitics test sentiment
  • This isn’t 2022, but inflation threat is real
  • Iran, energy shocks and the inflation challenge
  • Record supply amid Iran turmoil shows weight of demand for bonds
  • Is number of UK savers a problem for the Bank of England?
  • Flash Fixed Income: AI and the software sell-off
  • Geopolitics in the driver’s seat
  • What the bear case on AI is missing
  • Navigating 2026 risks with short-dated credit
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    Geopolitics in the driver’s seat
    Geopolitics in the driver’s seat
    Markets have entered another week with geopolitical headlines as the major driver of price action, and with uncertainty running high, we think the likelihood of spreads revisiting their tights of this year has reduced.

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Multi-Asset Credit Strategy

The Multi-Asset Credit (MAC) strategy aims to provide an attractive level of income along with an opportunity for capital growth. The strategy is managed on an active, unconstrained basis, allocating to different regions, countries and sectors as economic conditions change, seeking the optimum mix of credit assets to maximise returns right across the market cycle.

 

Portfolio Management

Eoin Walsh

Eoin Walsh

Partner, Portfolio Management
Meet Eoin
Felipe Villarroel

Felipe Villarroel

Partner, Portfolio Management
Meet Felipe

David Norris

Partner, Head of US Credit
Meet David
Paul Kim

Paul Kim

Portfolio Management
Meet Paul

Danny Zaid

Portfolio Management
Meet Danny

Insights

Flash Fixed Income new imagery - 1
Jul 15 2025 Flash Fixed Income

Flash Fixed Income: Forget tariffs, watch the US labour market

The Trump administration’s immigration policy leaves the US labour market at a pivotal juncture.
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Investment Grade Quarterly Update – July 2025
Jul 14 2025 Market Update

Investment Grade Quarterly Update – July 2025

TwentyFour Asset Management’s Gordon Shannon reflects on a volatile but resilient second quarter of 2025 for the Investment Grade team, shaped by shifting tariff policies and evolving central bank actions.
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Multi-Sector Bond Quarterly Update – July 2023
Jul 14 2025 Market Update

Multi-Sector Bond Quarterly Update – July 2025

In his latest update, TwentyFour Asset Management’s George Curtis looks back at a volatile yet resilient Q2 2025 for the Multi-sector bond team.
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