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Good but not perfect: European and UK PMIs beat expectations
Yesterday unveiled the latest Manufacturing and Services PMIs in Europe, bringing a mix of economic news. Dive into the results with Felipe Villarroel as he looks at the numbers and what they mean for central banks in the battle against inflation.
Far-right leader wins Dutch election but markets remain calm
The Dutch elections took an unexpected turn as it looks like Geert Wilders' Freedom Party (PVV) will gain 20 seats and become the largest party with 37 of 150 seats.
Overcoming the US maturity wall is not as fraught as the headlines suggest
Despite concerns about a maturity wall, Chris Holman explains how research shows the high yield maturity profile in the US is less concerning. Overall, a focus on higher-rated bonds suggests a relatively healthy outlook for the primary market and a default rate in line with historical averages.
Spotlight on ESG: Unveiling the greenwashing smokescreen
Our most recent Spotlight on ESG: Unveiling the greenwashing smokescreen webinar, hosted by a member of our Investment Grade team, discusses greenwashing and how we look to navigate the complex landscape of sustainable claims.
Select Monthly Income Fund Update - November 2023
George Curtis provides a macro update on fixed income markets and an overview of positioning in the TwentyFour Select Monthly Income Fund.
The opportunity cost of staying in cash webinar replay
Ben Hayward, Partner & Chief Executive, discusses why we believe staying in cash could cost you and why investors with a medium term view can take confidence from investing in fixed income given today’s high starting yields.
US earnings season: What the micro tells us about the macro
As earnings season ends, we take stock of the latest US results and what it tells us about the health of corporates, the consumer, and the outlook for the broader economy.
Short Term Bond Strategy Update - November 2023
In the session, Chris Bowie and Johnathan Owen, provides an update on the Vontobel Fund - TwentyFour Absolute Return Credit Fund and Vontobel Fund - TwentyFour Sustainable Short Term Bond Income.
UBS deal a cathartic moment for AT1s
UBS came to the market yesterday with a two-tranche $ additional tier 1 transaction, which was highly anticipated and didn’t disappoint.
Fed survey points to a slowdown of the US economy
Following yesterday’s publication of the quarterly Senior Loan Officer Opinion Survey (SLOOs) by the Fed, it revealed how lending conditions have evolved over the quarter amongst US banks.
A big week for US treasuries as the Fed holds rates steady
George Curtis breaks down the latest developments following this week’s Quarterly Refunding Announcement and the Treasury Borrowing Advisory Committee update.
Why staying in cash could cost you 10% to 30%
While bonds are once again finding their feet, investors have found themselves sitting on cash balances of 30% to 50%. This capital preservation trade has made perfect sense, but does it still make sense as we reach terminal rates?
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