All insights
What does market turmoil mean for UK economy?
With reaction to the UK’s mini-budget roiling markets for a second day, Felipe Villarroel looks at what higher rates and a weaker currency mean for the UK economy.
The macro outlook has changed significantly – is a recession upon us?
Partner and portfolio manager, Eoin Walsh, delivered the keynote address at the TwentyFour Fixed Income Conference in London on September 13.
Where and when will US Treasuries peak?
Rates volatility has done plenty of damage to portfolios in 2022. Where, and when, will US Treasury yields peak? Mark Holman shares his views in his latest video.
Floating rate demand driving deals as ABS reopens
Demand for floating rate assets has driven a strong reopening of the European ABS primary market, and is drawing new investors to the asset class, says Kevin Law.
Rates volatility not quite over yet
With US inflation data once again hammering markets, Mark Holman says that with US Treasury yields likely approaching their peak, a shift in sentiment for risk assets isn’t far away.
ESG in ABS Update
How has ESG in the ABS market changed over the last year? Pauline Quirin talks through some of the positive development she's seen and the main challenges facing the ABS market.
Is there now enough yield on the table in fixed income?
Chris Bowie runs through the four risks he says fixed income investors need to watch right now – inflation, unemployment, geopolitics and liquidity – and why he believes short dated bonds might offer some protection
High yields mean fixed income can tick all the boxes for investors
Ben Hayward explains why bond yields are unusually high today, and why he believes the fixed income market could satisfy investors’ needs in the current environment.
Why are high break-evens attractive for investors?
Johnathan Owen explains why bonds with high break-even yields can be attractive for investors, and looks at two examples of UK companies with high break-evens.
Help arrives as Ukraine’s allies act on Russia’s energy war
European governments are unveiling hefty support packages to ease the pain of Russia’s gas shutdown, with implications for inflation and the chance of recession, says Dillon Lancaster.
Default risk still subdued despite escalating energy crisis
While economic uncertainty in Europe is building, the healthy cash balances and low refinancing needs of Europe’s high yield bond issuers make a spike in defaults unlikely, says George Curtis.
TwentyFour Income Fund promoted to FTSE 250
TwentyFour Income Fund (LSE:TFIF) has confirmed it will be included in the London Stock Exchange’s FTSE 250 index following the latest quarterly reshuffle.
Blog updates
Stay up to date with our latest blogs and market insights delivered direct to your inbox.
