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    We are an asset management company and we specialise in fixed income, nothing else. This fixed income specialist focus means that all our resources and people are managing one asset class with no distractions.

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    T-Bill and Chill: Running out of steam?
    T-Bill and Chill: Running out of steam?
    Earlier this month, we wrote about the high cost of staying in cash in the Euro market. In that note, we argued that a combination of inflation, low front-end rates and steeper curves, favoured a rotation out of cash and cash like instruments into other alternatives that delivered better real returns, including credit. Building on this argument, we wanted to extend this perspective to the US dollar market and highlight a few key points.

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China

What does UK deal tell us about tariffs?
9 May 2025 TwentyFour Blog

What does UK deal tell us about tariffs?

With much fanfare, President Trump and Prime Minister Starmer announced a “historic” trade deal between the US and UK on Thursday. The main points for the UK are a reduction in auto tariffs from 27.5% to 10% for the first 100,000 cars that enter the US, and the removal of steel and aluminium tariffs.
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The state of play in fixed income after April turmoil
6 May 2025 TwentyFour Blog

The state of play in fixed income after April turmoil

April was one of the most volatile months across financial markets in recent memory, triggered by President Trump’s sweeping tariff announcement on April 2.
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China's authorities show signs of life
14 Oct 2024 TwentyFour Blog

China's authorities show signs of life

After years of decline in China’s property market and limited, uncoordinated, and ultimately unsuccessful attempts by the country’s authorities to provide some sort of solution, details have emerged over the last few weeks of a more coherent plan to stop the bleeding.
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Developments in China to have global growth impacts
8 Dec 2023 TwentyFour Blog

China: It is now imperative the government sorts out its problems

The Chinese economy has experienced a lot of volatility in 2023.
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