Multi-Sector Bond Q2 2021 Update
In TwentyFour's Multi-Sector Bond update on Thursday 13th May 2021, Partner & Portfolio Manager Eoin Walsh provided an update on investment themes and positioning in the fixed income market.
Insights Topic
Government Bonds
Q2 2021 Investor Update
In TwentyFour's quarterly update, Mark Holman discussed his outlook for the bellwether US Treasury curve, and explained how he thinks investors can still look to pick up yield while avoiding traditionally more rate-sensitive markets.
Multi-Sector Bond Quarterly Update – April 2021
George Curtis discusses how credit markets have performed in Q1 2021 and provides his outlook for the year ahead.
Negative ‘Bond’ Headlines Belie the Reality of Credit’s Strong Performance
With treasury yields moving aggressively higher this year, anyone reading or listening to the financial press will have become very accustomed to headlines highlighting the negative performance of “Bonds”.
Multi-Sector Bond Quarterly Update – January 2021
George Curtis discusses credit markets in Q4 2020 and provides his outlook for the year ahead
Why We Are Now More Bearish on US Treasuries
The biggest mover so far this year in fixed income markets has been US Treasuries. The curve has bear steepened, with the short end remaining unchanged while longer maturities have sold off by anything between 10bp at the five-year point of the curve and just over 20bp in the 30-year.
Q1 2021 Investor Update
After a tumultuous 2020 which nonetheless delivered strong returns in many asset classes, fixed income investors are expecting a more normalised trading environment in 2021.
Where Next for Treasuries and Rates
The gradual backup in yields since the onset of the pandemic has given Treasuries a little more potency to protect bond portfolios, though we don’t see the rise being anywhere near big enough for them to behave like they used to.
Expect Winners and Losers in Last Window of 2020
Unlike the past six months, where nearly all new deals performed well in the secondary market, from here on in that is far from guaranteed. Expect winners and losers.
Multi-Sector Bond Quarterly Update – October 2020
George Curtis discusses Q3 performance for credit markets and provides his outlook for the rest of the year.
Will The Latest Dip Be Bought?
Overall, in our view there may be some temporary volatility ahead which investors can try to sidestep or even take advantage of, but it’s probably not worth trying to be too cute as our medium term outlook is still constructive.
The future role of government bonds
Partner and Portfolio Manager Eoin Walsh discusses the future of government bonds